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

LPL Financial’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	$36.4M	Buy	1,576,054 +309,729	+24%	+$7M	0.01%	1190
2026 Q1	$27.5M	Buy	1,266,325 +492,195	+64%	+$11.1M	0.01%	1263
2025 Q4	$16.6M	Buy	774,130 +207,481	+37%	+$4.44M	﹤0.01%	1532
2025 Q3	$12.3M	Buy	566,649 +166,436	+42%	+$3.55M	﹤0.01%	1696
2025 Q2	$8.21M	Buy	400,213 +310,673	+347%	+$6.14M	﹤0.01%	1900
2025 Q1	$1.79M	Buy	89,540 +61,254	+217%	+$1.3M	﹤0.01%	3053
2024 Q4	$609K	Buy	28,286 +15,951	+129%	+$360K	﹤0.01%	3921
2024 Q3	$272K	Sell	12,335 -27,186	-69%	-$583K	﹤0.01%	4513
2024 Q2	$822K	Buy	39,521 +27,648	+233%	+$584K	﹤0.01%	3441
2024 Q1	$261K	Buy	+11,873	New	+$247K	﹤0.01%	4312

Other funds holding SDVD

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's SDVD Position: Q2 2026 in Review

LPL Financial increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 24% in Q2 2026, buying an estimated $7M and bringing the position to 1,576,054 shares worth $36.4M. The position accounts for 0.01% of the portfolio, ranked #1190.

LPL Financial first reported a position in SDVD in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

LPL Financial held 1,576,054 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $36.4M as of Q2 2026.
LPL Financial bought 309,729 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $7M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1190 holding.
LPL Financial 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.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.