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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$472K Buy
20,461
+5,210
+34% +$118K 0.01% 847
2026
Q1
$331K Buy
+15,251
New +$343K 0.01% 978

Other funds holding SDVD

IHT Wealth Management's SDVD Position: Q2 2026 in Review

IHT Wealth Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 34% in Q2 2026, buying an estimated $118K and bringing the position to 20,461 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #847.

IHT Wealth Management first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • IHT Wealth Management held 20,461 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $472K as of Q2 2026.
  • IHT Wealth Management bought 5,210 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $118K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #847 holding.
  • IHT Wealth Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 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 IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.