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

Stonebridge Financial Planning Group’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	$2.38M	Buy	103,280 +6,461	+7%	+$146K	0.76%	38
2026 Q1	$2.1M	Sell	96,819 -4,979	-5%	-$112K	0.77%	37
2025 Q4	$2.18M	Sell	101,798 -10,010	-9%	-$214K	0.79%	37
2025 Q3	$2.42M	Sell	111,808 -17,261	-13%	-$368K	0.91%	30
2025 Q2	$2.65M	Buy	129,069 +4,358	+3%	+$86.1K	1.11%	24
2025 Q1	$2.49M	Buy	124,711 +24,185	+24%	+$514K	1.14%	25
2024 Q4	$2.16M	Buy	100,526 +22,617	+29%	+$510K	0.97%	30
2024 Q3	$1.72M	Buy	77,909 +7,365	+10%	+$158K	0.82%	38
2024 Q2	$1.47M	Buy	70,544 +17,718	+34%	+$374K	0.74%	41
2024 Q1	$1.16M	Buy	52,826 +34,698	+191%	+$723K	0.61%	46
2023 Q4	$382K	Buy	+18,128	New	+$344K	0.22%	110

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

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

Stonebridge Financial Planning Group's SDVD Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 6.7% in Q2 2026, buying an estimated $146K and bringing the position to 103,280 shares worth $2.38M. The position accounts for 0.76% of the portfolio, ranked #38.

Stonebridge Financial Planning Group first reported a position in SDVD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q2 2025. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Stonebridge Financial Planning Group held 103,280 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $2.38M as of Q2 2026.
Stonebridge Financial Planning Group bought 6,461 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $146K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.76% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #38 holding.
Stonebridge Financial Planning Group 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.
Stonebridge Financial Planning Group's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $2.65M in Q2 2025.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.