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&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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

&Partners's SDVD Position: Q3 2025 in Review

&Partners sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2025, closing a stake of 12,764 shares — an estimated $262K sold.

&Partners first reported a position in SDVD in Q4 2024 and held it in 3 quarters. The position peaked at $2.65M in Q1 2025. 85 funds tracked by Wall St. Rank hold SDVD as of Q3 2025.

  • &Partners reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 12,764 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2025, an estimated $262K.
  • &Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 3 quarters.
  • &Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $2.65M in Q1 2025.
  • 85 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.