Jim Simons
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Jim Simons’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Jim Simons’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-72,200
Closed -$4.93M – 3551
2026
Q1 		$4.93M Buy
72,200
+24,500
+51% +$1.74M 0.01% 1392
2025
Q4 		$3.31M Sell
47,700
-12,600
-21% -$856K 0.01% 1577
2025
Q3 		$4.06M Sell
60,300
-3,900
-6% -$253K 0.01% 1621
2025
Q2 		$4.03M Buy
+64,200
New +$3.78M 0.01% 1656
2025
Q1 		– Sell
-14,200
Closed -$840K – 3771
2024
Q4 		$840K Sell
14,200
-1,000
-7% -$61K ﹤0.01% 2591
2024
Q3 		$900K Buy
15,200
+2,200
+17% +$125K ﹤0.01% 2509
2024
Q2 		$712K Sell
13,000
-26,200
-67% -$1.43M ﹤0.01% 2513
2024
Q1 		$2.2M Buy
39,200
+12,600
+47% +$661K ﹤0.01% 1971
2023
Q4 		$1.37M Buy
+26,600
New +$1.26M ﹤0.01% 2196
2023
Q1 		– Sell
-15,900
Closed -$698K – 4310
2022
Q4 		$698K Buy
15,900
+6,500
+69% +$284K ﹤0.01% 2741
2022
Q3 		$365K Sell
9,400
-11,200
-54% -$482K ﹤0.01% 3102
2022
Q2 		$843K Buy
20,600
+6,300
+44% +$286K ﹤0.01% 2823
2022
Q1 		$701K Sell
14,300
-15,200
-52% -$759K ﹤0.01% 2968
2021
Q4 		$1.53M Sell
29,500
-8,000
-21% -$404K ﹤0.01% 2359
2021
Q3 		$1.78M Buy
37,500
+8,400
+29% +$407K ﹤0.01% 2175
2021
Q2 		$1.4M Sell
29,100
-9,500
-25% -$455K ﹤0.01% 2489
2021
Q1 		$1.76M Buy
38,600
+25,200
+188% +$1.07M ﹤0.01% 2306
2020
Q4 		$535K Buy
+13,400
New +$488K ﹤0.01% 2797

Other funds holding RDVY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jim Simons's RDVY Position: Q2 2026 in Review

Jim Simons sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 72,200 shares — an estimated $4.93M sold.

Jim Simons first reported a position in RDVY in Q4 2020 and held it in 18 quarters. The position peaked at $4.93M in Q1 2026. 821 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Jim Simons reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 72,200 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $4.93M.
  • Jim Simons first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and held it in 18 quarters.
  • Jim Simons's First Trust Rising Dividend Achievers ETF position peaked at $4.93M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.