Schulz Wealth’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Schulz Wealth’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
2025 Q4	$509K	Hold	23,700	–	–	0.33%	43
2025 Q3	$512K	Hold	23,700	–	–	0.34%	41
2025 Q2	$486K	Hold	23,700	–	–	0.36%	39
2025 Q1	$473K	Hold	23,700	–	–	0.36%	38
2024 Q4	$510K	Hold	23,700	–	–	0.39%	37
2024 Q3	$523K	Hold	23,700	–	–	0.4%	32
2024 Q2	$493K	Hold	23,700	–	–	0.42%	30
2024 Q1	$522K	Buy	+23,700	New	+$494K	0.45%	28

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $156M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Schulz Wealth's SDVD Position: Q4 2025 in Review

Schulz Wealth held its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) position steady in Q4 2025 at 23,700 shares worth $509K. The position accounts for 0.33% of the portfolio, ranked #43.

Schulz Wealth first reported a position in SDVD in Q1 2024 and has held it in 8 quarters since. The position peaked at $523K in Q3 2024. 97 funds tracked by Wall St. Rank hold SDVD as of Q4 2025.

Schulz Wealth held 23,700 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $509K as of Q4 2025.
Schulz Wealth left its FT Vest SMID Rising Dividend Achievers Target Income ETF share count unchanged in Q4 2025.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.33% of Schulz Wealth's portfolio in Q4 2025, its #43 holding.
Schulz Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 8 quarters since.
Schulz Wealth's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $523K in Q3 2024.
97 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.