IFP Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
77,438
+9,081
| +13% | +$186K | 0.05% | 414 |
|
|
2025
Q1 | $1.37M | Buy |
68,357
+6,474
| +10% | +$129K | 0.04% | 464 |
|
|
2024
Q4 | $1.33M | Buy |
61,883
+31,557
| +104% | +$679K | 0.04% | 451 |
|
|
2024
Q3 | $669K | Buy |
30,326
+12,932
| +74% | +$285K | 0.02% | 589 |
|
|
2024
Q2 | $362K | Buy |
17,394
+1,587
| +10% | +$33K | 0.01% | 766 |
|
|
2024
Q1 | $348K | Buy |
+15,807
| New | +$348K | 0.02% | 738 |
|