Trueblood Wealth 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
$1.44M Buy
62,256
+6,160
+11% +$139K 0.5% 55
2026
Q1
$1.22M Buy
56,096
+8,356
+18% +$188K 0.48% 67
2025
Q4
$1.02M Buy
47,740
+16,549
+53% +$354K 0.4% 79
2025
Q3
$674K Buy
31,191
+7,746
+33% +$165K 0.26% 116
2025
Q2
$481K Buy
23,445
+1,637
+8% +$32.3K 0.2% 145
2025
Q1
$436K Buy
21,808
+1,182
+6% +$25.1K 0.2% 142
2024
Q4
$444K Buy
20,626
+2,861
+16% +$64.5K 0.22% 145
2024
Q3
$392K Buy
17,765
+5,774
+48% +$124K 0.2% 148
2024
Q2
$249K Buy
11,991
+232
+2% +$4.9K 0.14% 190
2024
Q1
$259K Buy
+11,759
New +$245K 0.15% 179

Other funds holding SDVD

Trueblood Wealth Management's SDVD Position: Q2 2026 in Review

Trueblood Wealth Management increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 62,256 shares worth $1.44M. The position accounts for 0.5% of the portfolio, ranked #55.

Trueblood Wealth Management first reported a position in SDVD in Q1 2024 and has held it in 10 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Trueblood Wealth Management held 62,256 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.44M as of Q2 2026.
  • Trueblood Wealth Management bought 6,160 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $139K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.5% of Trueblood Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Trueblood Wealth Management first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and has held it in 10 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 Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.