Stephens Inc’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
594,988
+16,333
| +3% | +$335K | 0.17% | 137 |
|
|
2025
Q1 | $11.6M | Buy |
578,655
+23,394
| +4% | +$467K | 0.17% | 137 |
|
|
2024
Q4 | $11.9M | Buy |
555,261
+86,381
| +18% | +$1.86M | 0.17% | 134 |
|
|
2024
Q3 | $10.3M | Buy |
468,880
+65,250
| +16% | +$1.44M | 0.15% | 157 |
|
|
2024
Q2 | $8.4M | Sell |
403,630
-21,100
| -5% | -$439K | 0.13% | 176 |
|
|
2024
Q1 | $9.35M | Buy |
424,730
+386,200
| +1,002% | +$8.5M | 0.15% | 166 |
|
|
2023
Q4 | $813K | Buy |
+38,530
| New | +$813K | 0.01% | 587 |
|