UBS Group’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

UBS Group’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	$17.7K	Buy	+823	New	+$19K	﹤0.01%	8594

Other funds holding SDVD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return

UBS Group's SDVD Position: Q3 2026 in Review

UBS Group opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q3 2026: 823 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #8594 among its holdings.

100 funds tracked by Wall St. Rank hold SDVD as of Q3 2026.

UBS Group held 823 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $17.7K as of Q3 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF was a new UBS Group position in Q3 2026.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8594 holding.
100 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.