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

Kestra Investment Management’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
Q1 		– Sell
-377
Closed -$8.12K – 1323
2024
Q4 		$8.12K Buy
+377
New +$8.5K ﹤0.01% 846

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SPIA
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Royal Bank of Canada
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Stifel Financial
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SI
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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kestra Investment Management's SDVD Position: Q1 2025 in Review

Kestra Investment Management sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2025, closing a stake of 377 shares — an estimated $8.12K sold.

Kestra Investment Management first reported a position in SDVD in Q4 2024 and held it in 1 quarter. The position peaked at $8.12K in Q4 2024. 82 funds tracked by Wall St. Rank hold SDVD as of Q1 2025.

  • Kestra Investment Management reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 377 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $8.12K.
  • Kestra Investment Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $8.12K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.