Triumph Capital Management’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$442K Buy
19,162
+3,466
+22% +$78.4K 0.08% 237
2026
Q1
$341K Buy
15,696
+5,809
+59% +$130K 0.07% 248
2025
Q4
$212K Sell
9,887
-62
-0.6% -$1.33K 0.05% 298
2025
Q3
$215K Buy
+9,949
New +$212K 0.06% 295

Other funds holding SDVD

Triumph Capital Management's SDVD Position: Q2 2026 in Review

Triumph Capital Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 22% in Q2 2026, buying an estimated $78.4K and bringing the position to 19,162 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #237.

Triumph Capital Management first reported a position in SDVD in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Triumph Capital Management held 19,162 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $442K as of Q2 2026.
  • Triumph Capital Management bought 3,466 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $78.4K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.08% of Triumph Capital Management's portfolio in Q2 2026, its #237 holding.
  • Triumph Capital Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.