Private Advisor Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Private Advisor Group’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	$5.18M	Sell	224,221 -64,371	-22%	-$1.46M	0.02%	610
2026 Q1	$6.26M	Sell	288,592 -4,816	-2%	-$108K	0.03%	556
2025 Q4	$6.3M	Buy	293,408 +12,106	+4%	+$259K	0.03%	533
2025 Q3	$6.08M	Buy	281,302 +13,480	+5%	+$287K	0.03%	534
2025 Q2	$5.49M	Buy	+267,822	New	+$5.29M	0.03%	543

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

Private Advisor Group's SDVD Position: Q2 2026 in Review

Private Advisor Group reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 22% in Q2 2026, selling an estimated $1.46M and leaving 224,221 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #610.

Private Advisor Group first reported a position in SDVD in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.3M in Q4 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Private Advisor Group held 224,221 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $5.18M as of Q2 2026.
Private Advisor Group sold 64,371 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.46M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #610 holding.
Private Advisor Group first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Private Advisor Group's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $6.3M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.