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Golden State Wealth Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Golden State Wealth Management’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 		$1.41M Buy
+61,012
New +$1.38M 0.13% 159

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Golden State Wealth Management's SDVD Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 61,012 shares worth $1.41M. The stake represents 0.13% of the portfolio and ranks #159 among its holdings.

109 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Golden State Wealth Management held 61,012 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.41M as of Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Golden State Wealth Management position in Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.13% of Golden State Wealth Management's portfolio in Q2 2026, its #159 holding.
  • 109 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.