Whipplewood Advisors’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Whipplewood 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
2026 Q2	$53.4K	Sell	2,313 -56,673	-96%	-$1.28M	0.04%	138
2026 Q1	$1.28M	Sell	58,986 -15	-0%	-$337	0.66%	38
2025 Q4	$1.27M	Buy	59,001 +354	+0.6%	+$7.57K	0.81%	36
2025 Q3	$1.27M	Buy	58,647 +1,307	+2%	+$27.9K	0.83%	38
2025 Q2	$1.18M	Sell	57,340 -63,917	-53%	-$1.26M	0.65%	36
2025 Q1	$574K	Buy	121,257 +93,094	+331%	+$1.98M	0.34%	73
2024 Q4	$606K	Buy	+28,163	New	+$635K	0.34%	72

Other funds holding SDVD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LIA

Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Whipplewood Advisors's SDVD Position: Q2 2026 in Review

Whipplewood Advisors reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 96% in Q2 2026, selling an estimated $1.28M and leaving 2,313 shares worth $53.4K. The position accounts for 0.04% of the portfolio, ranked #138.

Whipplewood Advisors first reported a position in SDVD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2026. 108 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Whipplewood Advisors held 2,313 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $53.4K as of Q2 2026.
Whipplewood Advisors sold 56,673 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $1.28M.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #138 holding.
Whipplewood Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.28M in Q1 2026.
108 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.