GSWM
SDVY icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return