Golden State Equity Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Golden State Equity Partners’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-120,647	Closed	-$4.76M	–	1498
2026 Q1	$4.76M	Buy	120,647 +63,829	+112%	+$2.59M	0.36%	52
2025 Q4	$2.18M	Sell	56,818 -61,913	-52%	-$2.35M	0.35%	55
2025 Q3	$4.51M	Sell	118,731 -9,073	-7%	-$337K	0.76%	21
2025 Q2	$4.51M	Sell	127,804 -1,273	-1%	-$42.7K	0.83%	21
2025 Q1	$4.32M	Buy	129,077 +25,728	+25%	+$918K	0.86%	15
2024 Q4	$3.71M	Sell	103,349 -195,978	-65%	-$7.33M	0.71%	25
2024 Q3	$10.9M	Buy	299,327 +158,531	+113%	+$5.53M	1.7%	6
2024 Q2	$4.7M	Buy	+140,796	New	+$4.74M	0.98%	16

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Golden State Equity Partners's SDVY Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2026, closing a stake of 120,647 shares — an estimated $4.76M sold.

Golden State Equity Partners first reported a position in SDVY in Q2 2024 and held it in 8 quarters. The position peaked at $10.9M in Q3 2024. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 120,647 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.76M.
Golden State Equity Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $10.9M in Q3 2024.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.