Nations Financial Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Nations Financial Group’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	$699K	Sell	30,288 -162	-0.5%	-$3.66K	0.03%	465
2026 Q1	$661K	Buy	30,450 +375	+1%	+$8.42K	0.03%	476
2025 Q4	$645K	Sell	30,075 -407	-1%	-$8.71K	0.03%	455
2025 Q3	$659K	Buy	30,482 +4,563	+18%	+$97.2K	0.04%	424
2025 Q2	$532K	Buy	25,919 +9,130	+54%	+$180K	0.04%	439
2025 Q1	$335K	Sell	16,789 -6,592	-28%	-$140K	0.03%	513
2024 Q4	$503K	Buy	23,381 +8,505	+57%	+$192K	0.04%	431
2024 Q3	$328K	Buy	14,876 +2,898	+24%	+$62.1K	0.02%	545
2024 Q2	$249K	Buy	+11,978	New	+$253K	0.02%	569

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

Nations Financial Group's SDVD Position: Q2 2026 in Review

Nations Financial Group reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.53% in Q2 2026, selling an estimated $3.66K and leaving 30,288 shares worth $699K. The position accounts for 0.03% of the portfolio, ranked #465.

Nations Financial Group 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.

Nations Financial Group held 30,288 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $699K as of Q2 2026.
Nations Financial Group sold 162 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.66K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #465 holding.
Nations Financial Group 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 Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.