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 Q2	$6.39M	Buy	148,013 +98,013	+196%	+$4.09M	﹤0.01%	3656
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 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

Goldman Sachs's SDVY Position: Q2 2026 in Review

Goldman Sachs increased its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 196% in Q2 2026, buying an estimated $4.09M and bringing the position to 148,013 shares worth $6.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Goldman Sachs first reported a position in SDVY in Q2 2020 and has held it in 21 quarters since. 580 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Goldman Sachs held 148,013 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $6.39M as of Q2 2026.
Goldman Sachs bought 98,013 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.09M.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #3656 holding.
Goldman Sachs first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2020 and has held it in 21 quarters since.
580 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.