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Sunbelt Securities’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Sunbelt Securities’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 		$97.7K Buy
4,500
+2,000
+80% +$44.9K 0.01% 844
2025
Q4 		$53.6K Buy
+2,500
New +$53.5K ﹤0.01% 978

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sunbelt Securities's SDVD Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 80% in Q1 2026, buying an estimated $44.9K and bringing the position to 4,500 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #844.

Sunbelt Securities first reported a position in SDVD in Q4 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Sunbelt Securities held 4,500 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $97.7K as of Q1 2026.
  • Sunbelt Securities bought 2,000 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $44.9K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #844 holding.
  • Sunbelt Securities first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.