JWCA
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J.W. Cole Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

J.W. Cole Advisors’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 		– 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

LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
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

J.W. Cole Advisors's SDVD Position: Q1 2026 in Review

J.W. Cole Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2026, closing a stake of 14,211 shares — an estimated $305K sold.

J.W. Cole Advisors first reported a position in SDVD in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q4 2025. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • J.W. Cole Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 14,211 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $305K.
  • J.W. Cole Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $305K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.