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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
Q3 		$862K Buy
39,984
+3,224
+9% +$74.3K 0.19% 98
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Luken Investment Analytics
Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

TrueWealth Advisors's SDVD Position: Q3 2026 in Review

TrueWealth Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 8.8% in Q3 2026, buying an estimated $74.3K and bringing the position to 39,984 shares worth $862K. The position accounts for 0.19% of the portfolio, ranked #98.

TrueWealth Advisors first reported a position in SDVD in Q2 2024 and has held it in 10 quarters since. 62 funds tracked by Wall St. Rank hold SDVD as of Q3 2026.

  • TrueWealth Advisors held 39,984 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $862K as of Q3 2026.
  • TrueWealth Advisors bought 3,224 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $74.3K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.19% of TrueWealth Advisors's portfolio in Q3 2026, its #98 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 10 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.