International Assets Investment 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
$1.86M Buy
80,386
+15,775
+24% +$357K 0.11% 175
2026
Q1
$1.41M Buy
64,611
+3,874
+6% +$87K 0.1% 197
2025
Q4
$1.3M Buy
60,737
+6,327
+12% +$135K 0.09% 201
2025
Q3
$1.14M Hold
54,410
0.09% 213
2025
Q2
$1.12M Buy
54,410
+18,518
+52% +$366K 0.09% 214
2025
Q1
$717K Buy
35,892
+8,802
+32% +$187K 0.06% 315
2024
Q4
$581K Buy
+27,090
New +$611K 0.05% 357
2024
Q3
Sell
-5,300
Closed -$110K 2510
2024
Q2
$110K Buy
+5,300
New +$112K 0.01% 910

Other funds holding SDVD

International Assets Investment Management's SDVD Position: Q2 2026 in Review

International Assets Investment Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 24% in Q2 2026, buying an estimated $357K and bringing the position to 80,386 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #175.

International Assets Investment Management first reported a position in SDVD in Q2 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • International Assets Investment Management held 80,386 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.86M as of Q2 2026.
  • International Assets Investment Management bought 15,775 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $357K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.11% of International Assets Investment Management's portfolio in Q2 2026, its #175 holding.
  • International Assets Investment Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 8 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 International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.