RiverTree Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

RiverTree Advisors’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	$4.54M	Buy	196,412 +17,926	+10%	+$405K	2.68%	15
2026 Q1	$3.87M	Buy	178,486 +12,120	+7%	+$272K	2.45%	17
2025 Q4	$3.57M	Sell	166,366 -3,051	-2%	-$65.3K	2.28%	17
2025 Q3	$3.66M	Sell	169,417 -17,741	-9%	-$378K	2.35%	18
2025 Q2	$3.84M	Buy	187,158 +85,589	+84%	+$1.69M	2.58%	15
2025 Q1	$2.03M	Buy	+101,569	New	+$2.16M	1.36%	22

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

RiverTree Advisors's SDVD Position: Q2 2026 in Review

RiverTree Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 10% in Q2 2026, buying an estimated $405K and bringing the position to 196,412 shares worth $4.54M. The position accounts for 2.68% of the portfolio, ranked #15.

RiverTree Advisors first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

RiverTree Advisors held 196,412 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $4.54M as of Q2 2026.
RiverTree Advisors bought 17,926 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $405K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 2.68% of RiverTree Advisors's portfolio in Q2 2026, its #15 holding.
RiverTree Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.