IA
SDVD icon

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

IFP 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 		$4.7M Buy
203,442
+50,524
+33% +$1.14M 0.08% 270
2026
Q1 		$3.32M Buy
152,918
+42,544
+39% +$956K 0.07% 314
2025
Q4 		$2.37M Sell
110,374
-12,953
-11% -$277K 0.05% 373
2025
Q3 		$2.67M Buy
123,327
+45,889
+59% +$978K 0.07% 312
2025
Q2 		$1.59M Buy
77,438
+9,081
+13% +$179K 0.05% 414
2025
Q1 		$1.37M Buy
68,357
+6,474
+10% +$138K 0.04% 464
2024
Q4 		$1.33M Buy
61,883
+31,557
+104% +$712K 0.04% 451
2024
Q3 		$669K Buy
30,326
+12,932
+74% +$277K 0.02% 589
2024
Q2 		$362K Buy
17,394
+1,587
+10% +$33.5K 0.01% 766
2024
Q1 		$348K Buy
+15,807
New +$329K 0.02% 738

Other funds holding SDVD

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

IFP Advisors's SDVD Position: Q2 2026 in Review

IFP Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 33% in Q2 2026, buying an estimated $1.14M and bringing the position to 203,442 shares worth $4.7M. The position accounts for 0.08% of the portfolio, ranked #270.

IFP Advisors 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.

  • IFP Advisors held 203,442 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $4.7M as of Q2 2026.
  • IFP Advisors bought 50,524 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.14M.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.08% of IFP Advisors's portfolio in Q2 2026, its #270 holding.
  • IFP Advisors 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.