NRI
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NFP Retirement Inc’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

NFP Retirement Inc’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 		– Sell
-645,000
Closed -$11.4M – 334
2026
Q1 		$11.4M Buy
+645,000
New +$14.5M 0.69% 35

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Cetera Investment Advisers
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SI
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Royal Bank of Canada
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Osaic Holdings
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

NFP Retirement Inc's SDVD Position: Q2 2026 in Review

NFP Retirement Inc sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 645,000 shares — an estimated $11.4M sold.

NFP Retirement Inc first reported a position in SDVD in Q1 2026 and held it in 1 quarter. The position peaked at $11.4M in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • NFP Retirement Inc reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • NFP Retirement Inc sold 645,000 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $11.4M.
  • NFP Retirement Inc first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and held it in 1 quarter.
  • NFP Retirement Inc's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $11.4M in Q1 2026.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.