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

World Investment 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 		$255K Buy
11,043
+1,691
+18% +$38.2K ﹤0.01% 1317
2026
Q1 		$203K Buy
+9,352
New +$210K ﹤0.01% 1480

Other funds holding SDVD

LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

World Investment Advisors's SDVD Position: Q2 2026 in Review

World Investment Advisors increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 18% in Q2 2026, buying an estimated $38.2K and bringing the position to 11,043 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

World Investment Advisors first reported a position in SDVD in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • World Investment Advisors held 11,043 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $255K as of Q2 2026.
  • World Investment Advisors bought 1,691 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $38.2K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1317 holding.
  • World Investment Advisors first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.