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

StoneX 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 Q1	$301K	Sell	13,865 -4,829	-26%	-$108K	0.02%	572
2025 Q4	$401K	Sell	18,694 -26,183	-58%	-$560K	0.02%	597
2025 Q3	$970K	Buy	44,877 +1,068	+2%	+$22.8K	0.04%	370
2025 Q2	$899K	Sell	43,809 -3,262	-7%	-$64.4K	0.04%	357
2025 Q1	$940K	Buy	47,071 +2,080	+5%	+$44.2K	0.05%	303
2024 Q4	$968K	Buy	+44,991	New	+$1.01M	0.05%	288

Other funds holding SDVD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

StoneX Group's SDVD Position: Q1 2026 in Review

StoneX Group reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 26% in Q1 2026, selling an estimated $108K and leaving 13,865 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #572.

StoneX Group first reported a position in SDVD in Q4 2024 and has held it in 6 quarters since. The position peaked at $970K in Q3 2025. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

StoneX Group held 13,865 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $301K as of Q1 2026.
StoneX Group sold 4,829 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $108K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #572 holding.
StoneX Group first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 6 quarters since.
StoneX Group's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $970K in Q3 2025.
105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.