Goldman Sachs
SDVY icon

Goldman Sachs’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Goldman Sachs’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 		$1.97M Sell
50,000
-615
-1% -$25K ﹤0.01% 4556
2025
Q4 		$1.94M Buy
50,615
+615
+1% +$23.4K ﹤0.01% 4609
2025
Q3 		$1.9M Sell
50,000
-8,630
-15% -$320K ﹤0.01% 4537
2025
Q2 		$2.07M Buy
58,630
+8,269
+16% +$277K ﹤0.01% 4156
2025
Q1 		$1.69M Hold
50,361
– – ﹤0.01% 4298
2024
Q4 		$1.81M Sell
50,361
-102,824
-67% -$3.85M ﹤0.01% 4370
2024
Q3 		$5.57M Buy
153,185
+2,824
+2% +$98.6K ﹤0.01% 3248
2024
Q2 		$5.02M Buy
150,361
+86,197
+134% +$2.9M ﹤0.01% 3147
2024
Q1 		$2.23M Sell
64,164
-10,481
-14% -$342K ﹤0.01% 3791
2023
Q4 		$2.45M Sell
74,645
-13,315
-15% -$389K ﹤0.01% 3765
2023
Q3 		$2.48M Buy
87,960
+29,276
+50% +$855K ﹤0.01% 3598
2023
Q2 		$1.66M Sell
58,684
-15,010
-20% -$398K ﹤0.01% 4001
2023
Q1 		$1.96M Buy
73,694
+23,694
+47% +$657K ﹤0.01% 3880
2022
Q4 		$1.3M Hold
50,000
– – ﹤0.01% 4254
2022
Q3 		$1.16M Sell
50,000
-71,648
-59% -$1.82M ﹤0.01% 4404
2022
Q2 		$2.9M Buy
121,648
+11,476
+10% +$301K ﹤0.01% 3713
2022
Q1 		$3.07M Buy
110,172
+10,172
+10% +$294K ﹤0.01% 3838
2021
Q4 		$3.03M Hold
100,000
– – ﹤0.01% 3872
2021
Q3 		$2.83M Buy
+100,000
New +$2.89M ﹤0.01% 3867
2020
Q3 		– Sell
-11,843
Closed -$208K – 5521
2020
Q2 		$208K Buy
+11,843
New +$194K ﹤0.01% 4780

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs's SDVY Position: Q1 2026 in Review

Goldman Sachs reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 1.2% in Q1 2026, selling an estimated $25K and leaving 50,000 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #4556.

Goldman Sachs first reported a position in SDVY in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.57M in Q3 2024. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Goldman Sachs held 50,000 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.97M as of Q1 2026.
  • Goldman Sachs sold 615 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $25K.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #4556 holding.
  • Goldman Sachs first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2020 and has held it in 20 quarters since.
  • Goldman Sachs's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $5.57M in Q3 2024.
  • 566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.