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

Simplicity 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 Q3	$3.2M	Buy	+148,397	New	+$3.42M	0.09%	218

Other funds holding SDVD

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 26.69% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Chiron Capital Management Tallahassee, Florida $101M AUM

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Simplicity Wealth's SDVD Position: Q3 2026 in Review

Simplicity Wealth opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2026: 148,397 shares worth $3.2M. The stake represents 0.09% of the portfolio and ranks #218 among its holdings.

32 funds tracked by Wall St. Rank hold SDVD as of Q3 2026.

Simplicity Wealth held 148,397 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $3.2M as of Q3 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Simplicity Wealth position in Q3 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.09% of Simplicity Wealth's portfolio in Q3 2026, its #218 holding.
32 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.