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

Golden State Wealth Management’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	$11.7M	Sell	270,892 -26,166	-9%	-$1.09M	1.07%	15
2026 Q1	$11.7M	Buy	297,058 +3,904	+1%	+$159K	1.28%	15
2025 Q4	$11.2M	Sell	293,154 -12,117	-4%	-$460K	1.19%	16
2025 Q3	$11.6M	Buy	305,271 +2,087	+0.7%	+$77.4K	1.28%	16
2025 Q2	$10.7M	Buy	303,184 +8,513	+3%	+$286K	1.3%	15
2025 Q1	$9.87M	Buy	294,671 +45,267	+18%	+$1.61M	1.47%	15
2024 Q4	$8.94M	Buy	+249,404	New	+$9.33M	1.34%	16
2022 Q1	$939K	Buy	33,709 +20,218	+150%	+$584K	0.18%	110
2021 Q4	$409K	Buy	+13,491	New	+$402K	0.07%	244

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 Wealth Management's SDVY Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 8.8% in Q2 2026, selling an estimated $1.09M and leaving 270,892 shares worth $11.7M. The position accounts for 1.07% of the portfolio, ranked #15.

Golden State Wealth Management first reported a position in SDVY in Q4 2021 and has held it in 9 quarters since. The position peaked at $11.7M in Q1 2026. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Golden State Wealth Management held 270,892 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $11.7M as of Q2 2026.
Golden State Wealth Management sold 26,166 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.09M.
First Trust SMID Cap Rising Dividend Achievers ETF made up 1.07% of Golden State Wealth Management's portfolio in Q2 2026, its #15 holding.
Golden State Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2021 and has held it in 9 quarters since.
Golden State Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $11.7M in Q1 2026.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.