Morgan Stanley’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Morgan Stanley’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	$128K	Buy	5,544 +109	+2%	+$2.46K	﹤0.01%	6151
2026 Q1	$118K	Buy	5,435 +111	+2%	+$2.49K	﹤0.01%	6090
2025 Q4	$114K	Buy	5,324 +107	+2%	+$2.29K	﹤0.01%	6135
2025 Q3	$113K	Buy	5,217 +141	+3%	+$3K	﹤0.01%	6102
2025 Q2	$104K	Buy	5,076 +107	+2%	+$2.11K	﹤0.01%	6122
2025 Q1	$99.2K	Buy	4,969 +105	+2%	+$2.23K	﹤0.01%	6004
2024 Q4	$105K	Buy	4,864 +103	+2%	+$2.32K	﹤0.01%	6042
2024 Q3	$105K	Buy	4,761 +4,760	+476,000%	+$102K	﹤0.01%	5987
2024 Q2	$26	Buy	+1	New	+$21	﹤0.01%	7707

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

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Morgan Stanley's SDVD Position: Q2 2026 in Review

Morgan Stanley increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 2% in Q2 2026, buying an estimated $2.46K and bringing the position to 5,544 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #6151.

Morgan Stanley first reported a position in SDVD in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Morgan Stanley held 5,544 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $128K as of Q2 2026.
Morgan Stanley bought 109 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.46K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6151 holding.
Morgan Stanley first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.