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

Integrated Wealth Concepts’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	$1.47M	Buy	63,490 +14,971	+31%	+$338K	0.01%	995
2026 Q1	$1.05M	Buy	48,519 +22,040	+83%	+$495K	0.01%	1083
2025 Q4	$568K	Buy	26,479 +11,800	+80%	+$252K	0.01%	1031
2025 Q3	$317K	Buy	14,679 +4,834	+49%	+$103K	﹤0.01%	1594
2025 Q2	$202K	Buy	+9,845	New	+$194K	﹤0.01%	1766

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

Integrated Wealth Concepts's SDVD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 31% in Q2 2026, buying an estimated $338K and bringing the position to 63,490 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #995.

Integrated Wealth Concepts first reported a position in SDVD in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Integrated Wealth Concepts held 63,490 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.47M as of Q2 2026.
Integrated Wealth Concepts bought 14,971 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $338K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #995 holding.
Integrated Wealth Concepts first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.