Janney Montgomery Scott’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Janney Montgomery Scott’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 Q2	$3.4M	Sell	147,431 -13,994	-9%	-$316K	0.01%	1185
2026 Q1	$3.5M	Sell	161,425 -14,077	-8%	-$316K	0.01%	1016
2025 Q4	$3.77M	Buy	175,502 +9,318	+6%	+$199K	0.01%	1034
2025 Q3	$3.59M	Buy	166,184 +37,165	+29%	+$792K	0.01%	1035
2025 Q2	$2.65M	Buy	129,019 +6,701	+5%	+$132K	0.01%	1091
2025 Q1	$2.44M	Buy	122,318 +28,687	+31%	+$610K	0.01%	1077
2024 Q4	$2.01M	Buy	93,631 +10,526	+13%	+$237K	0.01%	1150
2024 Q3	$1.83M	Buy	83,105 +10,750	+15%	+$230K	0.01%	1186
2024 Q2	$1.5M	Buy	72,355 +16,250	+29%	+$343K	﹤0.01%	1233
2024 Q1	$1.24M	Buy	+56,105	New	+$1.17M	﹤0.01%	1409

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Janney Montgomery Scott's SDVD Position: Q2 2026 in Review

Janney Montgomery Scott reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 8.7% in Q2 2026, selling an estimated $316K and leaving 147,431 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #1185.

Janney Montgomery Scott first reported a position in SDVD in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q4 2025. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Janney Montgomery Scott held 147,431 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $3.4M as of Q2 2026.
Janney Montgomery Scott sold 13,994 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $316K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1185 holding.
Janney Montgomery Scott first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Janney Montgomery Scott's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.77M in Q4 2025.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.