Jones Financial Companies
SDVD icon

Jones Financial Companies’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Jones Financial Companies’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
2025
Q4 		– Sell
-350
Closed -$7.6K – 4581
2025
Q3 		$7.6K Buy
+350
New +$7.46K ﹤0.01% 3195

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Jones Financial Companies's SDVD Position: Q4 2025 in Review

Jones Financial Companies sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 350 shares — an estimated $7.6K sold.

Jones Financial Companies first reported a position in SDVD in Q3 2025 and held it in 1 quarter. The position peaked at $7.6K in Q3 2025. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

  • Jones Financial Companies reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 350 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $7.6K.
  • Jones Financial Companies first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $7.6K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.