NBC Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

NBC Securities’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	$54.6K	Hold	2,364	–	–	﹤0.01%	1261
2026 Q1	$51.3K	Hold	2,364	–	–	﹤0.01%	1306
2025 Q4	$50.7K	Hold	2,364	–	–	﹤0.01%	1350
2025 Q3	$51.1K	Hold	2,364	–	–	﹤0.01%	1324
2025 Q2	$48K	Buy	2,364 +147	+7%	+$2.9K	﹤0.01%	1348
2025 Q1	$44K	Buy	+2,217	New	+$47.1K	﹤0.01%	1209

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

NBC Securities's SDVD Position: Q2 2026 in Review

NBC Securities held its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) position steady in Q2 2026 at 2,364 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

NBC Securities first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

NBC Securities held 2,364 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $54.6K as of Q2 2026.
NBC Securities left its FT Vest SMID Rising Dividend Achievers Target Income ETF share count unchanged in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1261 holding.
NBC Securities first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 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 NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.