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

Hidden Cove 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 		– Sell
-10,459
Closed -$401K – 121
2025
Q4 		$401K Buy
10,459
+3,028
+41% +$115K 0.26% 54
2025
Q3 		$283K Buy
+7,431
New +$276K 0.19% 67

Other funds holding SDVY

LPL Financial
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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

Hidden Cove Wealth Management's SDVY Position: Q1 2026 in Review

Hidden Cove Wealth Management sold out of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026, closing a stake of 10,459 shares — an estimated $401K sold.

Hidden Cove Wealth Management first reported a position in SDVY in Q3 2025 and held it in 2 quarters. The position peaked at $401K in Q4 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • Hidden Cove Wealth Management reported no remaining First Trust SMID Cap Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Hidden Cove Wealth Management sold 10,459 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $401K.
  • Hidden Cove Wealth Management first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q3 2025 and held it in 2 quarters.
  • Hidden Cove Wealth Management's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $401K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.