Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$79.7K
Buy
3,886
+3,540
+
1,023
%
+$72.6K
﹤0.01%
1635
2025
Q1
$7.44K
Hold
346
–
–
﹤0.01%
2642
2024
Q4
$7.44K
Buy
346
+187
+
118
%
+$4.02K
﹤0.01%
2639
2024
Q3
$3.51K
Hold
159
–
–
﹤0.01%
2790
2024
Q2
$3.31K
Buy
+159
New
+$3.31K
﹤0.01%
2777
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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