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James T. Borello RIA’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

James T. Borello RIA’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
Q3 		$531K Buy
24,617
+299
+1% +$6.89K 0.11% 66
2026
Q2 		$562K Buy
24,318
+282
+1% +$6.38K 0.12% 63
2026
Q1 		$522K Buy
24,036
+284
+1% +$6.38K 0.13% 63
2025
Q4 		$510K Buy
23,752
+275
+1% +$5.88K 0.13% 61
2025
Q3 		$508K Buy
23,477
+273
+1% +$5.82K 0.14% 61
2025
Q2 		$476K Buy
23,204
+273
+1% +$5.39K 0.14% 56
2025
Q1 		$458K Buy
22,931
+10,692
+87% +$227K 0.15% 56
2024
Q4 		$263K Buy
+12,239
New +$276K 0.1% 67

Other funds holding SDVD

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $101M AUM
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's SDVD Position: Q3 2026 in Review

James T. Borello RIA increased its FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) stake by 1.2% in Q3 2026, buying an estimated $6.89K and bringing the position to 24,617 shares worth $531K. The position accounts for 0.11% of the portfolio, ranked #66.

James T. Borello RIA first reported a position in SDVD in Q4 2024 and has held it in 8 quarters since. The position peaked at $562K in Q2 2026. 19 funds tracked by Wall St. Rank hold SDVD as of Q3 2026.

  • James T. Borello RIA held 24,617 shares of FT Vest SMID Rising Dividend Achievers Target Income ETF worth $531K as of Q3 2026.
  • James T. Borello RIA bought 299 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q3 2026, an estimated $6.89K.
  • FT Vest SMID Rising Dividend Achievers Target Income ETF made up 0.11% of James T. Borello RIA's portfolio in Q3 2026, its #66 holding.
  • James T. Borello RIA first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q4 2024 and has held it in 8 quarters since.
  • James T. Borello RIA's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $562K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.