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

Triumph Capital Management’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 		$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

LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
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

Triumph Capital Management's SDVD Position: Q1 2026 in Review

Triumph Capital Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 59% in Q1 2026, buying an estimated $130K and bringing the position to 15,696 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #248.

Triumph Capital Management first reported a position in SDVD in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

  • Triumph Capital Management held 15,696 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $341K as of Q1 2026.
  • Triumph Capital Management bought 5,809 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $130K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.07% of Triumph Capital Management's portfolio in Q1 2026, its #248 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 3 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 Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.