Harbour Investments’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Harbour Investments’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	$5.6M	Buy	242,494 +28,791	+13%	+$651K	0.08%	247
2026 Q1	$4.64M	Buy	213,703 +116,674	+120%	+$2.62M	0.07%	256
2025 Q4	$2.08M	Buy	97,029 +2,335	+2%	+$49.9K	0.04%	381
2025 Q3	$2.05M	Buy	94,694 +7,856	+9%	+$167K	0.05%	340
2025 Q2	$1.78M	Buy	86,838 +7,636	+10%	+$151K	0.05%	358
2025 Q1	$1.58M	Buy	79,202 +9,758	+14%	+$207K	0.05%	360
2024 Q4	$1.49M	Sell	69,444 -3,247	-4%	-$73.2K	0.04%	367
2024 Q3	$1.6M	Buy	72,691 +70,931	+4,030%	+$1.52M	0.05%	327
2024 Q2	$36.6K	Hold	1,760	–	–	﹤0.01%	1702
2024 Q1	$38.7K	Buy	+1,760	New	+$36.7K	﹤0.01%	1647

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

Harbour Investments's SDVD Position: Q2 2026 in Review

Harbour Investments increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 13% in Q2 2026, buying an estimated $651K and bringing the position to 242,494 shares worth $5.6M. The position accounts for 0.08% of the portfolio, ranked #247.

Harbour Investments first reported a position in SDVD in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Harbour Investments held 242,494 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $5.6M as of Q2 2026.
Harbour Investments bought 28,791 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $651K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.08% of Harbour Investments's portfolio in Q2 2026, its #247 holding.
Harbour Investments first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.