Kestra Private Wealth Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$379K Buy
16,405
+2,300
+16% +$52K ﹤0.01% 1394
2026
Q1
$306K Sell
14,105
-200
-1% -$4.49K ﹤0.01% 1448
2025
Q4
$307K Hold
14,305
﹤0.01% 1412
2025
Q3
$309K Hold
14,305
﹤0.01% 1344
2025
Q2
$293K Sell
14,305
-5,330
-27% -$105K ﹤0.01% 1292
2025
Q1
$392K Hold
19,635
0.01% 1078
2024
Q4
$422K Buy
19,635
+5,175
+36% +$117K 0.01% 1005
2024
Q3
$319K Buy
+14,460
New +$310K 0.01% 1063

Other funds holding SDVD

Kestra Private Wealth Services's SDVD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 16% in Q2 2026, buying an estimated $52K and bringing the position to 16,405 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Kestra Private Wealth Services first reported a position in SDVD in Q3 2024 and has held it in 8 quarters since. The position peaked at $422K in Q4 2024. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Kestra Private Wealth Services held 16,405 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $379K as of Q2 2026.
  • Kestra Private Wealth Services bought 2,300 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $52K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1394 holding.
  • Kestra Private Wealth Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Kestra Private Wealth Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $422K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.