Wealth Enhancement Advisory Services
SDVD icon

Wealth Enhancement Advisory Services’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-11,163
Closed -$244K – 4211
2026
Q1 		$244K Sell
11,163
-6,440
-37% -$145K ﹤0.01% 2976
2025
Q4 		$390K Buy
17,603
+4,182
+31% +$89.4K ﹤0.01% 2681
2025
Q3 		$287K Buy
+13,421
New +$286K ﹤0.01% 2837

Other funds holding SDVD

GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDVD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 11,163 shares — an estimated $244K sold.

Wealth Enhancement Advisory Services first reported a position in SDVD in Q3 2025 and held it in 3 quarters. The position peaked at $390K in Q4 2025. 11 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,163 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $244K.
  • Wealth Enhancement Advisory Services first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $390K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.