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Gateway Wealth Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Gateway Wealth Partners’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
2026
Q2 		$310K Sell
13,431
-3,195
-19% -$72.2K 0.02% 612
2026
Q1 		$361K Buy
+16,626
New +$373K 0.01% 678

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Commonwealth Equity Services
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Stifel Financial
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Cetera Investment Advisers
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SI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Gateway Wealth Partners's SDVD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 19% in Q2 2026, selling an estimated $72.2K and leaving 13,431 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #612.

Gateway Wealth Partners first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. The position peaked at $361K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Gateway Wealth Partners held 13,431 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $310K as of Q2 2026.
  • Gateway Wealth Partners sold 3,195 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $72.2K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #612 holding.
  • Gateway Wealth Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $361K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.