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 Q2	–	Sell	-13,865	Closed	-$301K	–	1560
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 +23,320	+108%	+$526K	0.05%	288
2024 Q3	$478K	Buy	+21,671	New	+$465K	0.03%	371

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

StoneX Group's SDVD Position: Q2 2026 in Review

StoneX Group sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 13,865 shares — an estimated $301K sold.

StoneX Group first reported a position in SDVD in Q3 2024 and held it in 7 quarters. The position peaked at $970K in Q3 2025. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

StoneX Group reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 13,865 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $301K.
StoneX Group first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 7 quarters.
StoneX Group's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $970K in Q3 2025.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.