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

Winnow Wealth’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	$1.25M	Buy	53,962 +6,792	+14%	+$154K	0.85%	21
2026 Q1	$1.02M	Sell	47,170 -239	-0.5%	-$5.37K	0.79%	31
2025 Q4	$1.04M	Sell	47,409 -12,925	-21%	-$276K	0.77%	29
2025 Q3	$1.33M	Buy	+60,334	New	+$1.29M	1.04%	13
2025 Q2	–	Sell	-36,231	Closed	-$724K	–	586
2025 Q1	$724K	Buy	+36,231	New	+$770K	0.67%	62

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

Winnow Wealth's SDVD Position: Q2 2026 in Review

Winnow Wealth increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 14% in Q2 2026, buying an estimated $154K and bringing the position to 53,962 shares worth $1.25M. The position accounts for 0.85% of the portfolio, ranked #21.

Winnow Wealth first reported a position in SDVD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q3 2025. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

Winnow Wealth held 53,962 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $1.25M as of Q2 2026.
Winnow Wealth bought 6,792 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $154K.
FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.85% of Winnow Wealth's portfolio in Q2 2026, its #21 holding.
Winnow Wealth first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2025 and has held it in 5 quarters since.
Winnow Wealth's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $1.33M in Q3 2025.
107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.