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

Silver Oak 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	$1.35M	Buy	58,605 +7,436	+15%	+$168K	0.08%	229
2026 Q1	$1.11M	Buy	51,169 +13,999	+38%	+$314K	0.08%	239
2025 Q4	$806K	Buy	37,170 +1,503	+4%	+$32.1K	0.05%	333
2025 Q3	$771K	Buy	35,667 +9,724	+37%	+$207K	0.06%	320
2025 Q2	$532K	Buy	25,943 +876	+3%	+$17.3K	0.04%	393
2025 Q1	$498K	Buy	25,067 +848	+4%	+$18K	0.05%	378
2024 Q4	$519K	Buy	24,219 +6,148	+34%	+$139K	0.05%	368
2024 Q3	$398K	Buy	+18,071	New	+$387K	0.04%	367

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

Silver Oak Securities's SDVD Position: Q2 2026 in Review

Silver Oak Securities increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 15% in Q2 2026, buying an estimated $168K and bringing the position to 58,605 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #229.

Silver Oak Securities first reported a position in SDVD in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Silver Oak Securities held 58,605 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.35M as of Q2 2026.
Silver Oak Securities bought 7,436 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $168K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.08% of Silver Oak Securities's portfolio in Q2 2026, its #229 holding.
Silver Oak Securities first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and has held it in 8 quarters since.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.