LMKC
SDVD icon

L.M. Kohn & Company’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-9,970
Closed -$204K – 247
2025
Q2 		$204K Sell
9,970
-1,175
-11% -$23.2K 0.06% 265
2025
Q1 		$223K Buy
+11,145
New +$237K 0.06% 247

Other funds holding SDVD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

L.M. Kohn & Company's SDVD Position: Q3 2025 in Review

L.M. Kohn & Company sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 9,970 shares — an estimated $204K sold.

L.M. Kohn & Company first reported a position in SDVD in Q1 2025 and held it in 2 quarters. The position peaked at $223K in Q1 2025. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

  • L.M. Kohn & Company reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 9,970 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $204K.
  • L.M. Kohn & Company first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $223K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.