Sound Income Strategies’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Sound Income Strategies’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	–	Sell	-388	Closed	-$8.49K	–	2059
2026 Q1	$8.49K	Hold	388	–	–	﹤0.01%	1589
2025 Q4	$8.74K	Buy	+388	New	+$8.3K	﹤0.01%	1552

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

Sound Income Strategies's SDVD Position: Q2 2026 in Review

Sound Income Strategies sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 388 shares — an estimated $8.49K sold.

Sound Income Strategies first reported a position in SDVD in Q4 2025 and held it in 2 quarters. The position peaked at $8.74K in Q4 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Sound Income Strategies reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 388 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $8.49K.
Sound Income Strategies first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $8.74K in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.