Principal Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Principal Securities’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 Q4	–	Sell	-3,845	Closed	-$83.1K	–	3138
2025 Q3	$83.1K	Sell	3,845 -41	-1%	-$874	﹤0.01%	1679
2025 Q2	$79.7K	Buy	3,886 +3,540	+1,023%	+$69.9K	﹤0.01%	1635
2025 Q1	$7.44K	Hold	346	–	–	﹤0.01%	2642
2024 Q4	$7.44K	Buy	346 +187	+118%	+$4.22K	﹤0.01%	2639
2024 Q3	$3.51K	Hold	159	–	–	﹤0.01%	2790
2024 Q2	$3.31K	Buy	+159	New	+$3.36K	﹤0.01%	2777

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $178M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

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

Principal Securities's SDVD Position: Q4 2025 in Review

Principal Securities sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 3,845 shares — an estimated $83.1K sold.

Principal Securities first reported a position in SDVD in Q2 2024 and held it in 6 quarters. The position peaked at $83.1K in Q3 2025. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

Principal Securities reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 3,845 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $83.1K.
Principal Securities first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 6 quarters.
Principal Securities's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $83.1K in Q3 2025.
97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.