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Second Half Financial Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Second Half Financial Partners’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
Q1 		– Sell
-432,623
Closed -$9.31M – 97
2024
Q4 		$9.31M Buy
432,623
+5,915
+1% +$133K 4.55% 6
2024
Q3 		$9.41M Sell
426,708
-14,116
-3% -$303K 4.99% 4
2024
Q2 		$9.17M Buy
440,824
+174,723
+66% +$3.69M 7.34% 4
2024
Q1 		$5.86M Buy
+266,101
New +$5.54M 2.6% 14

Other funds holding SDVD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Second Half Financial Partners's SDVD Position: Q1 2025 in Review

Second Half Financial Partners sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2025, closing a stake of 432,623 shares — an estimated $9.31M sold.

Second Half Financial Partners first reported a position in SDVD in Q1 2024 and held it in 4 quarters. The position peaked at $9.41M in Q3 2024. 82 funds tracked by Wall St. Rank hold SDVD as of Q1 2025.

  • Second Half Financial Partners reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • Second Half Financial Partners sold 432,623 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $9.31M.
  • Second Half Financial Partners first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 4 quarters.
  • Second Half Financial Partners's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $9.41M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on Second Half Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.