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

Independent Wealth Network’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
2025 Q3	–	Sell	-12,470	Closed	-$256K	–	287
2025 Q2	$256K	Sell	12,470 -343	-3%	-$6.78K	0.09%	216
2025 Q1	$256K	Sell	12,813 -348	-3%	-$7.4K	0.1%	197
2024 Q4	$283K	Buy	13,161 +4,071	+45%	+$91.8K	0.11%	178
2024 Q3	$201K	Buy	+9,090	New	+$195K	0.09%	213

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Independent Wealth Network's SDVD Position: Q3 2025 in Review

Independent Wealth Network sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 12,470 shares — an estimated $256K sold.

Independent Wealth Network first reported a position in SDVD in Q3 2024 and held it in 4 quarters. The position peaked at $283K in Q4 2024. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

Independent Wealth Network reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
Independent Wealth Network sold 12,470 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $256K.
Independent Wealth Network first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 4 quarters.
Independent Wealth Network's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $283K in Q4 2024.
85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on Independent Wealth Network's 13F filing for Q3 2025, filed 15 Oct 2025.