U.S. Capital Wealth Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

U.S. Capital Wealth 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
2025 Q1	–	Sell	-195,837	Closed	-$4.21M	–	886
2024 Q4	$4.21M	Sell	195,837 -8,871	-4%	-$200K	0.13%	175
2024 Q3	$4.52M	Sell	204,708 -16,229	-7%	-$348K	0.16%	137
2024 Q2	$4.6M	Sell	220,937 -9,265	-4%	-$196K	0.17%	131
2024 Q1	$5.07M	Buy	+230,202	New	+$4.79M	0.2%	125

Other funds holding SDVD

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

U.S. Capital Wealth Advisors's SDVD Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q1 2025, closing a stake of 195,837 shares — an estimated $4.21M sold.

U.S. Capital Wealth Advisors first reported a position in SDVD in Q1 2024 and held it in 4 quarters. The position peaked at $5.07M in Q1 2024. 82 funds tracked by Wall St. Rank hold SDVD as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 195,837 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2025, an estimated $4.21M.
U.S. Capital Wealth Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2024 and held it in 4 quarters.
U.S. Capital Wealth Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $5.07M in Q1 2024.
82 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.