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Prospera Financial Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Prospera Financial Services’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
-173,853
Closed -$3.76M – 1430
2025
Q3 		$3.76M Buy
173,853
+44,089
+34% +$940K 0.06% 316
2025
Q2 		$2.66M Buy
129,764
+7,940
+7% +$157K 0.05% 388
2025
Q1 		$2.43M Buy
121,824
+17,039
+16% +$362K 0.06% 348
2024
Q4 		$2.25M Buy
104,785
+7,213
+7% +$163K 0.05% 339
2024
Q3 		$2.15M Buy
97,572
+11,734
+14% +$252K 0.06% 323
2024
Q2 		$1.79M Buy
85,838
+25,731
+43% +$544K 0.05% 364
2024
Q1 		$1.32M Buy
60,107
+8,720
+17% +$182K 0.04% 430
2023
Q4 		$1.08M Buy
+51,387
New +$976K 0.04% 447

Other funds holding SDVD

Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
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

Prospera Financial Services's SDVD Position: Q4 2025 in Review

Prospera Financial Services sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q4 2025, closing a stake of 173,853 shares — an estimated $3.76M sold.

Prospera Financial Services first reported a position in SDVD in Q4 2023 and held it in 8 quarters. The position peaked at $3.76M in Q3 2025. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

  • Prospera Financial Services reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 173,853 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q4 2025, an estimated $3.76M.
  • Prospera Financial Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 8 quarters.
  • Prospera Financial Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $3.76M 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 Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.