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

Luken Investment Analytics’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	$12.7M	Buy	+549,594	New	+$12.4M	4.44%	7
2026 Q1	–	Sell	-2,565	Closed	-$55K	–	357
2025 Q4	$55K	Sell	2,565 -349,206	-99%	-$7.47M	0.02%	90
2025 Q3	$7.61M	Buy	+351,771	New	+$7.5M	2.97%	13
2025 Q2	–	Sell	-8,059	Closed	-$161K	–	152
2025 Q1	$161K	Buy	+8,059	New	+$171K	0.08%	55
2024 Q3	–	Sell	-514	Closed	-$10.7K	–	147
2024 Q2	$10.7K	Sell	514 -441,283	-100%	-$9.33M	0.01%	126
2024 Q1	$9.72M	Buy	+441,797	New	+$9.2M	4.91%	6

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAS

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

Luken Investment Analytics's SDVD Position: Q2 2026 in Review

Luken Investment Analytics opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 549,594 shares worth $12.7M. The stake represents 4.44% of the portfolio and ranks #7 among its holdings. This is a return to the name: Luken Investment Analytics previously reported a position in SDVD as recently as Q4 2025.

Luken Investment Analytics first reported a position in SDVD in Q1 2024 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Luken Investment Analytics held 549,594 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $12.7M as of Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Luken Investment Analytics position in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 4.44% of Luken Investment Analytics's portfolio in Q2 2026, its #7 holding.
Luken Investment Analytics first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 6 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 Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.