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 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 $377B AUM 19.32% 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

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

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

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

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

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

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

KAS

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

Integrated Wealth Concepts's SDVD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 83% in Q1 2026, buying an estimated $495K and bringing the position to 48,519 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1083.

Integrated Wealth Concepts first reported a position in SDVD in Q2 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

Integrated Wealth Concepts held 48,519 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.05M as of Q1 2026.
Integrated Wealth Concepts bought 22,040 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $495K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1083 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 4 quarters since.
105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.