LPL Financial
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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
2025
Q2 		$8.21M Buy
2025
Q1 		$1.79M Buy
2024
Q4 		$609K Buy
2024
Q3 		$272K Sell
2024
Q2 		$822K Buy
2024
Q1 		$261K Buy