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Jaffetilchin Investment Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Jaffetilchin Investment Partners’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
-40,314
Closed -$865K – 497
2025
Q4 		$865K Buy
40,314
+30,337
+304% +$649K 0.05% 205
2025
Q3 		$216K Buy
+9,977
New +$213K 0.01% 414

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Raymond James Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jaffetilchin Investment Partners's SDVD Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2026, closing a stake of 40,314 shares — an estimated $865K sold.

Jaffetilchin Investment Partners first reported a position in SDVD in Q3 2025 and held it in 2 quarters. The position peaked at $865K in Q4 2025. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 40,314 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $865K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $865K 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 Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.