Steward Partners Investment Advisory’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Steward Partners Investment Advisory’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	$30.3M	Buy	1,310,382 +101,539	+8%	+$2.3M	0.15%	132
2026 Q1	$26.2M	Buy	1,208,843 +229,534	+23%	+$5.16M	0.13%	137
2025 Q4	$21M	Buy	979,309 +24,849	+3%	+$531K	0.12%	159
2025 Q3	$20.6M	Buy	954,460 +71,785	+8%	+$1.53M	0.12%	158
2025 Q2	$18.1M	Sell	882,675 -6,601	-0.7%	-$130K	0.14%	146
2025 Q1	$17.8M	Buy	+889,276	New	+$18.9M	0.16%	134

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

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

Steward Partners Investment Advisory's SDVD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 8.4% in Q2 2026, buying an estimated $2.3M and bringing the position to 1,310,382 shares worth $30.3M. The position accounts for 0.15% of the portfolio, ranked #132.

Steward Partners Investment Advisory first reported a position in SDVD in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Steward Partners Investment Advisory held 1,310,382 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $30.3M as of Q2 2026.
Steward Partners Investment Advisory bought 101,539 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $2.3M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.15% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #132 holding.
Steward Partners Investment Advisory first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 6 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.