Osaic Holdings’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Osaic Holdings’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	$12.8M	Buy	552,562 +157,244	+40%	+$3.56M	0.02%	881
2026 Q1	$8.58M	Buy	395,318 +66,740	+20%	+$1.5M	0.01%	1013
2025 Q4	$7.05M	Sell	328,578 -34,034	-9%	-$728K	0.01%	1157
2025 Q3	$7.85M	Sell	362,612 -23,873	-6%	-$509K	0.01%	1163
2025 Q2	$7.93M	Buy	386,485 +6,129	+2%	+$121K	0.01%	959
2025 Q1	$7.6M	Buy	380,356 +23,923	+7%	+$509K	0.02%	833
2024 Q4	$7.67M	Buy	356,433 +78,362	+28%	+$1.77M	0.02%	803
2024 Q3	$6.13M	Buy	278,071 +84,337	+44%	+$1.81M	0.01%	919
2024 Q2	$4.03M	Buy	193,734 +19,243	+11%	+$407K	0.01%	1141
2024 Q1	$3.84M	Buy	174,491 +151,474	+658%	+$3.15M	0.01%	1221
2023 Q4	$485K	Buy	+23,017	New	+$437K	﹤0.01%	3196

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

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings's SDVD Position: Q2 2026 in Review

Osaic Holdings increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 40% in Q2 2026, buying an estimated $3.56M and bringing the position to 552,562 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #881.

Osaic Holdings first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Osaic Holdings held 552,562 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $12.8M as of Q2 2026.
Osaic Holdings bought 157,244 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $3.56M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #881 holding.
Osaic Holdings first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.