HH
SDVY icon

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
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 0.25% 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 0.25% 116
2023
Q2 		$967K Buy
+34,142
New +$906K 0.12% 198

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