Vima LLC
SDVD icon

Vima LLC’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Vima LLC’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 		$1.12M Sell
51,796
-31,562
-38% -$727K 1.14% 26
2026
Q2 		$1.92M Buy
+83,358
New +$1.88M 1.88% 14
2024
Q3 		$732K Buy
33,183
+11,851
+56% +$254K 1.49% 24
2024
Q2 		$444K Buy
+21,332
New +$451K 0.97% 29

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Luken Investment Analytics
Luken Investment Analytics Brentwood, Tennessee $290M AUM 10.79% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return

Vima LLC's SDVD Position: Q3 2026 in Review

Vima LLC reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 38% in Q3 2026, selling an estimated $727K and leaving 51,796 shares worth $1.12M. The position accounts for 1.14% of the portfolio, ranked #26.

Vima LLC first reported a position in SDVD in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.92M in Q2 2026. 89 funds tracked by Wall St. Rank hold SDVD as of Q3 2026.

  • Vima LLC held 51,796 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.12M as of Q3 2026.
  • Vima LLC sold 31,562 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $727K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 1.14% of Vima LLC's portfolio in Q3 2026, its #26 holding.
  • Vima LLC first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q2 2024 and has held it in 4 quarters since.
  • Vima LLC's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.92M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.