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
2026 Q2	$547K	Buy	+23,700	New	+$536K	0.28%	45
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

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

Schulz Wealth's SDVD Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 23,700 shares worth $547K. The stake represents 0.28% of the portfolio and ranks #45 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in SDVD as recently as Q4 2025.

Schulz Wealth first reported a position in SDVD in Q1 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Schulz Wealth held 23,700 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $547K as of Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Schulz Wealth position in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.28% of Schulz Wealth's portfolio in Q2 2026, its #45 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 9 quarters since.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.