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
Q2 		$26.9M Buy
1,163,529
+100,667
+9% +$2.28M 0.01% 1350
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 29.84% 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 $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's SDVD Position: Q2 2026 in Review

Raymond James Financial increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 9.5% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,163,529 shares worth $26.9M. The position accounts for 0.01% of the portfolio, ranked #1350.

Raymond James Financial first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Raymond James Financial held 1,163,529 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $26.9M as of Q2 2026.
  • Raymond James Financial bought 100,667 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.28M.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1350 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 7 quarters since.
  • 109 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.