Stephens Inc’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Stephens Inc’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	$15.7M	Buy	678,876 +18,252	+3%	+$413K	0.18%	133
2026 Q1	$14.3M	Buy	660,624 +11,265	+2%	+$253K	0.18%	125
2025 Q4	$13.9M	Buy	649,359 +3,238	+0.5%	+$69.3K	0.17%	125
2025 Q3	$14M	Buy	646,121 +51,133	+9%	+$1.09M	0.18%	128
2025 Q2	$12.2M	Buy	594,988 +16,333	+3%	+$323K	0.17%	137
2025 Q1	$11.6M	Buy	578,655 +23,394	+4%	+$497K	0.17%	137
2024 Q4	$11.9M	Buy	555,261 +86,381	+18%	+$1.95M	0.17%	134
2024 Q3	$10.3M	Buy	468,880 +65,250	+16%	+$1.4M	0.15%	157
2024 Q2	$8.4M	Sell	403,630 -21,100	-5%	-$446K	0.13%	176
2024 Q1	$9.35M	Buy	424,730 +386,200	+1,002%	+$8.04M	0.15%	166
2023 Q4	$813K	Buy	+38,530	New	+$732K	0.01%	587

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stephens Inc's SDVD Position: Q2 2026 in Review

Stephens Inc increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 2.8% in Q2 2026, buying an estimated $413K and bringing the position to 678,876 shares worth $15.7M. The position accounts for 0.18% of the portfolio, ranked #133.

Stephens Inc first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Stephens Inc held 678,876 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $15.7M as of Q2 2026.
Stephens Inc bought 18,252 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $413K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.18% of Stephens Inc's portfolio in Q2 2026, its #133 holding.
Stephens Inc first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and has held it in 11 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 Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.