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

SeaCrest Wealth Management’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 Q2	–	Sell	-11,105	Closed	-$222K	–	684
2025 Q1	$222K	Hold	11,105	–	–	0.03%	588
2024 Q4	$239K	Buy	+11,105	New	+$250K	0.03%	565

Other funds holding SDVD

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

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

SPIA

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

KAS

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

SeaCrest Wealth Management's SDVD Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2025, closing a stake of 11,105 shares — an estimated $222K sold.

SeaCrest Wealth Management first reported a position in SDVD in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q4 2024. 86 funds tracked by Wall St. Rank hold SDVD as of Q2 2025.

SeaCrest Wealth Management reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 11,105 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $222K.
SeaCrest Wealth Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and held it in 2 quarters.
SeaCrest Wealth Management's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $239K in Q4 2024.
86 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.