MSH Capital Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

MSH Capital Advisors’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	$294K	Buy	+12,734	New	+$288K	0.05%	263

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

MSH Capital Advisors's SDVD Position: Q2 2026 in Review

MSH Capital Advisors opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 12,734 shares worth $294K. The stake represents 0.05% of the portfolio and ranks #263 among its holdings.

107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

MSH Capital Advisors held 12,734 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $294K as of Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new MSH Capital Advisors position in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #263 holding.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.