Raymond James Financial
SDVD icon

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

Raymond James Financial’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
Q1 		$23.1M Sell
1,062,862
-82,421
-7% -$1.85M 0.01% 1359
2025
Q4 		$24.6M Buy
1,145,283
+101,870
+10% +$2.18M 0.01% 1298
2025
Q3 		$22.6M Sell
1,043,413
-56,119
-5% -$1.2M 0.01% 1332
2025
Q2 		$22.6M Sell
1,099,532
-40,533
-4% -$801K 0.01% 1273
2025
Q1 		$22.8M Buy
1,140,065
+558,592
+96% +$11.9M 0.01% 1210
2024
Q4 		$12.5M Buy
+581,473
New +$13.1M ﹤0.01% 1663

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's SDVD Position: Q1 2026 in Review

Raymond James Financial reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 7.2% in Q1 2026, selling an estimated $1.85M and leaving 1,062,862 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #1359.

Raymond James Financial first reported a position in SDVD in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.6M in Q4 2025. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Raymond James Financial held 1,062,862 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $23.1M as of Q1 2026.
  • Raymond James Financial sold 82,421 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $1.85M.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1359 holding.
  • Raymond James Financial first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $24.6M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.