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

SteelPeak 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
2025
Q1 		– Sell
-16,750
Closed -$360K – 670
2024
Q4 		$360K Buy
16,750
+600
+4% +$13.5K 0.01% 383
2024
Q3 		$356K Buy
16,150
+1,800
+13% +$38.6K 0.02% 368
2024
Q2 		$299K Buy
+14,350
New +$303K 0.01% 387

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 $71.6B AUM 21.08% 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 $7.99B AUM 21.6% 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

SteelPeak Wealth's SDVD Position: Q1 2025 in Review

SteelPeak Wealth sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2025, closing a stake of 16,750 shares — an estimated $360K sold.

SteelPeak Wealth first reported a position in SDVD in Q2 2024 and held it in 3 quarters. The position peaked at $360K in Q4 2024. 82 funds tracked by Wall St. Rank hold SDVD as of Q1 2025.

  • SteelPeak Wealth reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 16,750 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $360K.
  • SteelPeak Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and held it in 3 quarters.
  • SteelPeak Wealth's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $360K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.