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

MTM Investment Management’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	$2.56M	Buy	110,960 +2,420	+2%	+$54.7K	0.73%	35
2026 Q1	$2.36M	Buy	108,540 +10,835	+11%	+$243K	0.75%	32
2025 Q4	$2.1M	Buy	97,705 +3,000	+3%	+$64.2K	0.67%	38
2025 Q3	$2.05M	Buy	94,705 +29,250	+45%	+$623K	0.65%	38
2025 Q2	$1.34M	Buy	65,455 +400	+0.6%	+$7.9K	0.45%	55
2025 Q1	$1.3M	Buy	65,055 +120	+0.2%	+$2.55K	0.5%	53
2024 Q4	$1.4M	Buy	64,935 +4,400	+7%	+$99.2K	0.54%	48
2024 Q3	$1.34M	Buy	60,535 +5,535	+10%	+$119K	0.52%	54
2024 Q2	$1.14M	Buy	55,000 +21,220	+63%	+$448K	0.47%	60
2024 Q1	$743K	Buy	+33,780	New	+$704K	0.31%	85

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

MTM Investment Management's SDVD Position: Q2 2026 in Review

MTM Investment Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 2.2% in Q2 2026, buying an estimated $54.7K and bringing the position to 110,960 shares worth $2.56M. The position accounts for 0.73% of the portfolio, ranked #35.

MTM Investment Management 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.

MTM Investment Management held 110,960 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.56M as of Q2 2026.
MTM Investment Management bought 2,420 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $54.7K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.73% of MTM Investment Management's portfolio in Q2 2026, its #35 holding.
MTM Investment Management 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 MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.