Trust Company of Vermont’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Trust Company of Vermont’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	$54.4K	Buy	+2,356	New	+$53.3K	﹤0.01%	596

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Trust Company of Vermont's SDVD Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 2,356 shares worth $54.4K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Trust Company of Vermont held 2,356 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $54.4K as of Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Trust Company of Vermont position in Q2 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #596 holding.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.