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 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 $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Whipplewood Advisors's SDVD Position: Q1 2026 in Review

Whipplewood Advisors reduced its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 0.03% in Q1 2026, selling an estimated $337 and leaving 58,986 shares worth $1.28M. The position accounts for 0.66% of the portfolio, ranked #38.

Whipplewood Advisors first reported a position in SDVD in Q4 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold SDVD as of Q1 2026.

Whipplewood Advisors held 58,986 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.28M as of Q1 2026.
Whipplewood Advisors sold 15 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q1 2026, an estimated $337.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.66% of Whipplewood Advisors's portfolio in Q1 2026, its #38 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 6 quarters since.
105 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.