HighTower Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

HighTower Advisors’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	$832K	Buy	36,012 +5,182	+17%	+$117K	﹤0.01%	2362
2026 Q1	$669K	Buy	30,830 +12	+0%	+$270	﹤0.01%	2480
2025 Q4	$661K	Buy	30,818 +2,776	+10%	+$59.4K	﹤0.01%	2420
2025 Q3	$606K	Buy	28,042 +10,511	+60%	+$224K	﹤0.01%	2460
2025 Q2	$360K	Buy	17,531 +12	+0.1%	+$237	﹤0.01%	2772
2025 Q1	$350K	Buy	17,519 +11	+0.1%	+$234	﹤0.01%	2739
2024 Q4	$377K	Buy	+17,508	New	+$395K	﹤0.01%	2709

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

HighTower Advisors's SDVD Position: Q2 2026 in Review

HighTower Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 17% in Q2 2026, buying an estimated $117K and bringing the position to 36,012 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

HighTower Advisors first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

HighTower Advisors held 36,012 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $832K as of Q2 2026.
HighTower Advisors bought 5,182 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $117K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2362 holding.
HighTower Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.