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Uniting Wealth Partners’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Uniting Wealth Partners’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 		$687K Buy
+29,773
New +$673K 0.14% 98

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Stifel Financial
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Cetera Investment Advisers
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SI
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Royal Bank of Canada
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Osaic Holdings
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LIA
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Uniting Wealth Partners's SDVD Position: Q2 2026 in Review

Uniting Wealth Partners opened a new position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026: 29,773 shares worth $687K. The stake represents 0.14% of the portfolio and ranks #98 among its holdings.

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

  • Uniting Wealth Partners held 29,773 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $687K as of Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF was a new Uniting Wealth Partners position in Q2 2026.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.14% of Uniting Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.