SDVD — FT VEST SMID RISING DIVID ACHIEVERS TARGET

Ownership history in 1776 Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in FT VEST SMID RISING DIVID ACHIEVERS TARGET (SDVD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.34% (2025 Q4)
Avg. % of fund
0.33%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,937 +3,946 +10.4% 0.34% $900K $21.01
2025 Q3 REDUCED 37,991 -843 -2.2% 0.32% $821K $20.73
2025 Q2 INITIATED 38,834 — — 0.33% $796K $19.25
% of Fund (quarterly)    SDVD price (monthly, adj. close)

Other funds also holding SDVD

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL SERVICES INC /ADV 8.04% Bullseye Investment Management, LLC 3Y 3.18% RiverTree Advisors, LLC 3Y 2.28% G&S Capital LLC 3Y 7Y 1.27% Whipplewood Advisors, LLC 0.81% Stonebridge Financial Planning Group, LLC 3Y 0.79% MTM Investment Management, LLC 3Y 0.67% Trueblood Wealth Management, LLC 0.4% Schulz Wealth, LTD. 0.33% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.32%
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