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
2025 Q2	$2.65M	Buy
2025 Q1	$2.49M	Buy
2024 Q4	$2.16M	Buy
2024 Q3	$1.72M	Buy
2024 Q2	$1.47M	Buy
2024 Q1	$1.16M	Buy
2023 Q4	$382K	Buy