Garden State Investment Advisory Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Garden State Investment Advisory Services’s Portfolio SDVD Stock Details SDVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-41,185	Closed	-$845K	–	343
2025 Q2	$845K	Sell	41,185 -5,036	-11%	-$99.5K	0.21%	95
2025 Q1	$923K	Sell	46,221 -305	-0.7%	-$6.48K	0.3%	71
2024 Q4	$1M	Buy	46,526 +3,511	+8%	+$79.2K	0.3%	66
2024 Q3	$949K	Buy	43,015 +8,060	+23%	+$173K	0.3%	69
2024 Q2	$727K	Buy	34,955 +16,380	+88%	+$346K	0.25%	80
2024 Q1	$406K	Buy	+18,575	New	+$387K	0.15%	132

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Garden State Investment Advisory Services's SDVD Position: Q3 2025 in Review

Garden State Investment Advisory Services sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 41,185 shares — an estimated $845K sold.

Garden State Investment Advisory Services first reported a position in SDVD in Q1 2024 and held it in 6 quarters. The position peaked at $1M in Q4 2024. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

Garden State Investment Advisory Services reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 41,185 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $845K.
Garden State Investment Advisory Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 6 quarters.
Garden State Investment Advisory Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1M in Q4 2024.
85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.