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Cliff Asness’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Cliff Asness’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 		$1.14M Hold
26,462
– – ﹤0.01% 2928
2026
Q1 		$1.04M Sell
26,462
-2,517
-9% -$102K ﹤0.01% 2745
2025
Q4 		$1.11M Buy
28,979
+6,466
+29% +$245K ﹤0.01% 2489
2025
Q3 		$856K Buy
22,513
+3,377
+18% +$125K ﹤0.01% 2525
2025
Q2 		$675K Buy
+19,136
New +$642K ﹤0.01% 2445

Other funds holding SDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cliff Asness's SDVY Position: Q2 2026 in Review

Cliff Asness held its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) position steady in Q2 2026 at 26,462 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Cliff Asness first reported a position in SDVY in Q2 2025 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

  • Cliff Asness held 26,462 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1.14M as of Q2 2026.
  • Cliff Asness left its First Trust SMID Cap Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2928 holding.
  • Cliff Asness first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.