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

NewEdge 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 Q1	$177K	Buy	8,176 +373	+5%	+$8.38K	﹤0.01%	2627
2025 Q4	$167K	Buy	7,803 +799	+11%	+$17.1K	﹤0.01%	2630
2025 Q3	$151K	Buy	7,004 +1,072	+18%	+$22.8K	﹤0.01%	2482
2025 Q2	$122K	Buy	+5,932	New	+$117K	﹤0.01%	2358

Other funds holding SDVD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NewEdge Advisors's SDVD Position: Q1 2026 in Review

NewEdge Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 4.8% in Q1 2026, buying an estimated $8.38K and bringing the position to 8,176 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

NewEdge Advisors first reported a position in SDVD in Q2 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

NewEdge Advisors held 8,176 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $177K as of Q1 2026.
NewEdge Advisors bought 373 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $8.38K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2627 holding.
NewEdge Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.