OneDigital Investment Advisors LLC
Position in SDVD — FT Vest SMID Rising Dividend Achievers Target Income ETF
CIK 1690370
OVERLAND PARK, KS
All Filings in SDVD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SDVD | $336,176 | 15,492 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 SDVD | $313,122 | 14,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SDVD | $315,457 | 14,591 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SDVD | $299,261 | 14,591 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SDVD | $238,461 | 11,941 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 SDVD | $2,298,877 | 106,850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 SDVD | $242,792 | 11,006 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 SDVD | $228,979 | 11,006 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SDVD | $242,242 | 11,006 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||