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

OneDigital Investment 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 Q2	$358K	Hold	15,492	–	–	﹤0.01%	1205
2026 Q1	$336K	Buy	15,492 +901	+6%	+$20.2K	﹤0.01%	1130
2025 Q4	$313K	Hold	14,591	–	–	﹤0.01%	1185
2025 Q3	$315K	Hold	14,591	–	–	﹤0.01%	1154
2025 Q2	$299K	Buy	14,591 +2,650	+22%	+$52.3K	﹤0.01%	1171
2025 Q1	$238K	Sell	11,941 -94,909	-89%	-$2.02M	﹤0.01%	1243
2024 Q4	$2.3M	Buy	106,850 +95,844	+871%	+$2.16M	0.03%	387
2024 Q3	$243K	Hold	11,006	–	–	﹤0.01%	1267
2024 Q2	$229K	Hold	11,006	–	–	﹤0.01%	1233
2024 Q1	$242K	Buy	+11,006	New	+$229K	﹤0.01%	980

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

OneDigital Investment Advisors's SDVD Position: Q2 2026 in Review

OneDigital Investment Advisors held its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) position steady in Q2 2026 at 15,492 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

OneDigital Investment Advisors first reported a position in SDVD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.3M in Q4 2024. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

OneDigital Investment Advisors held 15,492 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $358K as of Q2 2026.
OneDigital Investment Advisors 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 OneDigital Investment Advisors's portfolio in Q2 2026, its #1205 holding.
OneDigital Investment Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 quarters since.
OneDigital Investment Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $2.3M in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.