D.E. Shaw & Co’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1M Sell
25,404
-83,829
-77% -$3.4M ﹤0.01% 3447
2025
Q4
$4.19M Buy
+109,233
New +$4.15M ﹤0.01% 2457
2024
Q4
Sell
-12,711
Closed -$462K 4820
2024
Q3
$462K Buy
+12,711
New +$444K ﹤0.01% 3743
2024
Q2
Sell
-100,296
Closed -$3.49M 4811
2024
Q1
$3.49M Buy
100,296
+88,652
+761% +$2.89M ﹤0.01% 2185
2023
Q4
$382K Buy
+11,644
New +$340K ﹤0.01% 3642

Other funds holding SDVY

D.E. Shaw & Co's SDVY Position: Q1 2026 in Review

D.E. Shaw & Co reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 77% in Q1 2026, selling an estimated $3.4M and leaving 25,404 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #3447.

D.E. Shaw & Co first reported a position in SDVY in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.19M in Q4 2025. 564 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

  • D.E. Shaw & Co held 25,404 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $1M as of Q1 2026.
  • D.E. Shaw & Co sold 83,829 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.4M.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3447 holding.
  • D.E. Shaw & Co first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q4 2023 and has held it in 5 quarters since.
  • D.E. Shaw & Co's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $4.19M 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 D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.