Stifel Financial’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Stifel Financial’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	$18.6M	Sell	804,054 -85,229	-10%	-$1.93M	0.02%	718
2026 Q1	$19.3M	Buy	889,283 +356,629	+67%	+$8.01M	0.02%	652
2025 Q4	$11.4M	Sell	532,654 -165,960	-24%	-$3.55M	0.01%	891
2025 Q3	$15.1M	Buy	698,614 +39,139	+6%	+$834K	0.01%	751
2025 Q2	$13.5M	Buy	659,475 +3,494	+0.5%	+$69K	0.01%	762
2025 Q1	$13.1M	Buy	655,981 +351,692	+116%	+$7.48M	0.01%	738
2024 Q4	$6.55M	Buy	304,289 +7,863	+3%	+$177K	0.01%	1061
2024 Q3	$6.54M	Buy	296,426 +15,736	+6%	+$337K	0.01%	1052
2024 Q2	$5.84M	Buy	+280,690	New	+$5.93M	0.01%	1054

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

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

Stifel Financial's SDVD Position: Q2 2026 in Review

Stifel Financial reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 9.6% in Q2 2026, selling an estimated $1.93M and leaving 804,054 shares worth $18.6M. The position accounts for 0.02% of the portfolio, ranked #718.

Stifel Financial first reported a position in SDVD in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.3M in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Stifel Financial held 804,054 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $18.6M as of Q2 2026.
Stifel Financial sold 85,229 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.93M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #718 holding.
Stifel Financial first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Stifel Financial's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $19.3M in Q1 2026.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.