Hilltop Holdings’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Hilltop Holdings’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	$1.55M	Sell	36,005 -5,202	-13%	-$217K	0.12%	184
2026 Q1	$1.62M	Sell	41,207 -5,450	-12%	-$221K	0.15%	158
2025 Q4	$1.79M	Buy	46,657 +3,490	+8%	+$133K	0.11%	215
2025 Q3	$1.64M	Sell	43,167 -571	-1%	-$21.2K	0.09%	258
2025 Q2	$1.54M	Sell	43,738 -516	-1%	-$17.3K	0.1%	236
2025 Q1	$1.48M	Buy	44,254 +5,030	+13%	+$179K	0.09%	241
2024 Q4	$1.41M	Buy	39,224 +109	+0.3%	+$4.08K	0.09%	244
2024 Q3	$1.42M	Sell	39,115 -8,893	-19%	-$310K	0.09%	239
2024 Q2	$1.6M	Sell	48,008 -15,425	-24%	-$519K	0.19%	144
2024 Q1	$2.21M	Sell	63,433 -8,465	-12%	-$276K	0.23%	108
2023 Q4	$2.36M	Buy	71,898 +444	+0.6%	+$13K	0.27%	106
2023 Q3	$2.02M	Buy	71,454 +37,312	+109%	+$1.09M	0.24%	116
2023 Q2	$967K	Buy	+34,142	New	+$906K	0.12%	198

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

Hilltop Holdings's SDVY Position: Q2 2026 in Review

Hilltop Holdings reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 13% in Q2 2026, selling an estimated $217K and leaving 36,005 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #184.

Hilltop Holdings first reported a position in SDVY in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.36M in Q4 2023. 579 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Hilltop Holdings held 36,005 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.55M as of Q2 2026.
Hilltop Holdings sold 5,202 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $217K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.12% of Hilltop Holdings's portfolio in Q2 2026, its #184 holding.
Hilltop Holdings first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2023 and has held it in 13 quarters since.
Hilltop Holdings's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $2.36M in Q4 2023.
579 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.