Truist Financial
SDVD icon

Truist Financial’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Truist Financial’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
2025
Q2 		– Sell
-41,201
Closed -$823K – 2677
2025
Q1 		$823K Sell
41,201
-12,334
-23% -$262K ﹤0.01% 1619
2024
Q4 		$1.15M Buy
53,535
+12,220
+30% +$276K ﹤0.01% 1484
2024
Q3 		$911K Sell
41,315
-625,965
-94% -$13.4M ﹤0.01% 1572
2024
Q2 		$13.9M Buy
667,280
+72,250
+12% +$1.53M 0.02% 496
2024
Q1 		$13.1M Buy
595,030
+68,801
+13% +$1.43M 0.02% 531
2023
Q4 		$10M Buy
+526,229
New +$9.99M 0.02% 609

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SPIA
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Stifel Financial
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SI
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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial's SDVD Position: Q2 2025 in Review

Truist Financial sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2025, closing a stake of 41,201 shares — an estimated $823K sold.

Truist Financial first reported a position in SDVD in Q4 2023 and held it in 6 quarters. The position peaked at $13.9M in Q2 2024. 86 funds tracked by Wall St. Rank hold SDVD as of Q2 2025.

  • Truist Financial reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 41,201 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $823K.
  • Truist Financial first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2023 and held it in 6 quarters.
  • Truist Financial's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $13.9M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.