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Southern Capital Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Southern Capital Services’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
-23,560
Closed -$511K – 30
2026
Q1 		$511K Sell
23,560
-571,276
-96% -$12.8M 0.33% 25
2025
Q4 		$12.8M Buy
+594,836
New +$12.7M 8.04% 3

Other funds holding SDVD

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Southern Capital Services's SDVD Position: Q2 2026 in Review

Southern Capital Services sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 23,560 shares — an estimated $511K sold.

Southern Capital Services first reported a position in SDVD in Q4 2025 and held it in 2 quarters. The position peaked at $12.8M in Q4 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Southern Capital Services reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Southern Capital Services sold 23,560 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $511K.
  • Southern Capital Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and held it in 2 quarters.
  • Southern Capital Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $12.8M 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 Southern Capital Services's 13F filing for Q2 2026, filed 23 Jul 2026.