Gladstone Institutional Advisory’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Gladstone Institutional Advisory’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	$1.85M	Sell	80,125 -779	-1%	-$17.6K	0.06%	305
2026 Q1	$1.76M	Buy	80,904 +46,696	+137%	+$1.05M	0.07%	284
2025 Q4	$734K	Sell	34,208 -6,448	-16%	-$138K	0.03%	425
2025 Q3	$879K	Sell	40,656 -1,367	-3%	-$29.1K	0.03%	396
2025 Q2	$862K	Buy	+42,023	New	+$830K	0.04%	377

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Gladstone Institutional Advisory's SDVD Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.96% in Q2 2026, selling an estimated $17.6K and leaving 80,125 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #305.

Gladstone Institutional Advisory first reported a position in SDVD in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Gladstone Institutional Advisory held 80,125 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.85M as of Q2 2026.
Gladstone Institutional Advisory sold 779 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $17.6K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #305 holding.
Gladstone Institutional Advisory first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.