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

Summit 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 		$872K Buy
37,776
+2,564
+7% +$58K 0.01% 885
2026
Q1 		$764K Buy
35,212
+1,812
+5% +$40.7K 0.01% 868
2025
Q4 		$717K Buy
+33,400
New +$714K 0.01% 774

Other funds holding SDVD

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Summit Financial's SDVD Position: Q2 2026 in Review

Summit Financial increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 7.3% in Q2 2026, buying an estimated $58K and bringing the position to 37,776 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #885.

Summit Financial first reported a position in SDVD in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Summit Financial held 37,776 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $872K as of Q2 2026.
  • Summit Financial bought 2,564 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $58K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #885 holding.
  • Summit Financial first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

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