&Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

&Partners’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	$957K	Buy	+41,531	New	+$939K	﹤0.01%	1440
2025 Q3	–	Sell	-12,764	Closed	-$262K	–	2173
2025 Q2	$262K	Sell	12,764 -120,736	-90%	-$2.38M	﹤0.01%	1690
2025 Q1	$2.65M	Buy	133,500 +14,924	+13%	+$317K	0.03%	446
2024 Q4	$2.57M	Buy	+118,576	New	+$2.67M	0.03%	418

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

&Partners's SDVD Position: Q2 2026 in Review

&Partners opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 41,531 shares worth $957K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: &Partners previously reported a position in SDVD as recently as Q2 2025.

&Partners first reported a position in SDVD in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.65M in Q1 2025. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

&Partners held 41,531 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $957K as of Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new &Partners position in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1440 holding.
&Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 4 quarters since.
&Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $2.65M in Q1 2025.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.