RFG Advisory’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

RFG Advisory’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	$2.29M	Buy	99,073 +29,936	+43%	+$677K	0.04%	337
2026 Q1	$1.5M	Buy	69,137 +26,962	+64%	+$606K	0.03%	420
2025 Q4	$905K	Buy	42,175 +8,701	+26%	+$186K	0.02%	544
2025 Q3	$724K	Buy	+33,474	New	+$713K	0.02%	560

Other funds holding SDVD

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RFG Advisory's SDVD Position: Q2 2026 in Review

RFG Advisory increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 43% in Q2 2026, buying an estimated $677K and bringing the position to 99,073 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #337.

RFG Advisory first reported a position in SDVD in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

RFG Advisory held 99,073 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.29M as of Q2 2026.
RFG Advisory bought 29,936 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $677K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.04% of RFG Advisory's portfolio in Q2 2026, its #337 holding.
RFG Advisory first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.