Independent Financial Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Independent Financial Group’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	$1.49M	Buy	64,721 +7,260	+13%	+$164K	0.03%	547
2026 Q1	$1.25M	Buy	57,461 +6,018	+12%	+$135K	0.03%	542
2025 Q4	$1.1M	Buy	51,443 +22,500	+78%	+$481K	0.02%	583
2025 Q3	$626K	Buy	28,943 +8,584	+42%	+$183K	0.02%	755
2025 Q2	$418K	Buy	20,359 +2,513	+14%	+$49.6K	0.01%	854
2025 Q1	$356K	Buy	+17,846	New	+$379K	0.01%	860

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

Independent Financial Group's SDVD Position: Q2 2026 in Review

Independent Financial Group increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 64,721 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #547.

Independent Financial Group first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Independent Financial Group held 64,721 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.49M as of Q2 2026.
Independent Financial Group bought 7,260 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $164K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #547 holding.
Independent Financial Group first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.