SBI Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

SBI Securities’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	$647	Sell	28 -2	-7%	-$45	﹤0.01%	2949
2026 Q1	$651	Sell	30 -42	-58%	-$943	﹤0.01%	2798
2025 Q4	$1.54K	Sell	72 -1,021	-93%	-$21.8K	﹤0.01%	2488
2025 Q3	$23.6K	Buy	1,093 +14	+1%	+$298	﹤0.01%	1381
2025 Q2	$22.1K	Sell	1,079 -271	-20%	-$5.35K	﹤0.01%	1377
2025 Q1	$27K	Buy	1,350 +1,229	+1,016%	+$26.1K	﹤0.01%	1218
2024 Q4	$2.6K	Buy	+121	New	+$2.73K	﹤0.01%	2195

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

SBI Securities's SDVD Position: Q2 2026 in Review

SBI Securities reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 6.7% in Q2 2026, selling an estimated $45 and leaving 28 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

SBI Securities first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q1 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

SBI Securities held 28 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $647 as of Q2 2026.
SBI Securities sold 2 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $45.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2949 holding.
SBI Securities 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.
SBI Securities's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $27K in Q1 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.