Next Level Private’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Next Level Private’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	$1.21M	Buy	52,221 +2,402	+5%	+$54.3K	0.24%	68
2026 Q1	$1.08M	Buy	49,819 +2,397	+5%	+$53.8K	0.24%	67
2025 Q4	$1.02M	Buy	47,422 +11,068	+30%	+$237K	0.27%	64
2025 Q3	$782K	Buy	36,354 +13,951	+62%	+$297K	0.23%	73
2025 Q2	$459K	Sell	22,403 -3,257	-13%	-$64.3K	0.15%	95
2025 Q1	$512K	Sell	25,660 -24,615	-49%	-$523K	0.19%	83
2024 Q4	$1.08M	Buy	50,275 +13,875	+38%	+$313K	0.44%	49
2024 Q3	$803K	Buy	36,400 +2,998	+9%	+$64.3K	0.33%	58
2024 Q2	$695K	Buy	+33,402	New	+$706K	0.32%	59

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

Next Level Private's SDVD Position: Q2 2026 in Review

Next Level Private increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 4.8% in Q2 2026, buying an estimated $54.3K and bringing the position to 52,221 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #68.

Next Level Private 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.

Next Level Private held 52,221 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.21M as of Q2 2026.
Next Level Private bought 2,402 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $54.3K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.24% of Next Level Private's portfolio in Q2 2026, its #68 holding.
Next Level Private 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 Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.