J.W. Cole Advisors’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
$332K Buy
+14,369
New +$325K 0.01% 1220
2026
Q1
Sell
-14,211
Closed -$305K 1365
2025
Q4
$305K Buy
14,211
+1,865
+15% +$39.9K 0.01% 1093
2025
Q3
$267K Buy
+12,346
New +$263K 0.01% 1279

Other funds holding SDVD

J.W. Cole Advisors's SDVD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 14,369 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SDVD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SDVD in Q3 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • J.W. Cole Advisors held 14,369 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $332K as of Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF was a new J.W. Cole Advisors position in Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1220 holding.
  • J.W. Cole Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.