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

Novem 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	$413K	Buy	17,897 +7,150	+67%	+$162K	0.04%	301
2026 Q1	$233K	Buy	10,747 +1,198	+13%	+$26.9K	0.03%	383
2025 Q4	$205K	Buy	+9,549	New	+$204K	0.02%	397
2025 Q3	–	Sell	-13,901	Closed	-$285K	–	445
2025 Q2	$285K	Buy	+13,901	New	+$275K	0.04%	325

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

Novem Group's SDVD Position: Q2 2026 in Review

Novem Group increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 67% in Q2 2026, buying an estimated $162K and bringing the position to 17,897 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #301.

Novem Group first reported a position in SDVD in Q2 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Novem Group held 17,897 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $413K as of Q2 2026.
Novem Group bought 7,150 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $162K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.04% of Novem Group's portfolio in Q2 2026, its #301 holding.
Novem Group 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.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.