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 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 -63,475	-38%	-$2.38M	0.71%	25
2024 Q3	$6.07M	Buy	166,824 +26,028	+18%	+$909K	3.2%	3
2024 Q2	$4.7M	Buy	+140,796	New	+$4.74M	0.98%	16

Other funds holding SDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Golden State Equity Partners's SDVY Position: Q1 2026 in Review

Golden State Equity Partners increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 112% in Q1 2026, buying an estimated $2.59M and bringing the position to 120,647 shares worth $4.76M. The position accounts for 0.36% of the portfolio, ranked #52.

Golden State Equity Partners first reported a position in SDVY in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.07M in Q3 2024. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Golden State Equity Partners held 120,647 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $4.76M as of Q1 2026.
Golden State Equity Partners bought 63,829 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $2.59M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.36% of Golden State Equity Partners's portfolio in Q1 2026, its #52 holding.
Golden State Equity Partners first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2024 and has held it in 8 quarters since.
Golden State Equity Partners's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $6.07M in Q3 2024.
564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.