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SDVD icon

TrueWealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

TrueWealth Advisors’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 		$849K Buy
36,760
+1,011
+3% +$22.9K 0.19% 102
2026
Q1 		$776K Sell
35,749
-498
-1% -$11.2K 0.2% 97
2025
Q4 		$778K Buy
36,247
+1,596
+5% +$34.1K 0.2% 95
2025
Q3 		$749K Buy
34,651
+5,151
+17% +$110K 0.2% 96
2025
Q2 		$605K Buy
29,500
+765
+3% +$15.1K 0.18% 101
2025
Q1 		$574K Buy
28,735
+3,246
+13% +$69K 0.19% 97
2024
Q4 		$548K Buy
25,489
+3,492
+16% +$78.7K 0.18% 102
2024
Q3 		$485K Buy
21,997
+4,981
+29% +$107K 0.16% 111
2024
Q2 		$354K Buy
+17,016
New +$360K 0.13% 128

Other funds holding SDVD

GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TrueWealth Advisors's SDVD Position: Q2 2026 in Review

TrueWealth Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 2.8% in Q2 2026, buying an estimated $22.9K and bringing the position to 36,760 shares worth $849K. The position accounts for 0.19% of the portfolio, ranked #102.

TrueWealth Advisors first reported a position in SDVD in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • TrueWealth Advisors held 36,760 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $849K as of Q2 2026.
  • TrueWealth Advisors bought 1,011 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $22.9K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.19% of TrueWealth Advisors's portfolio in Q2 2026, its #102 holding.
  • TrueWealth Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 11 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.