Jim Simons
RDVY icon

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
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 $1.66T 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jim Simons's RDVY Position: Q1 2026 in Review

Jim Simons increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 51% in Q1 2026, buying an estimated $1.74M and bringing the position to 72,200 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #1392.

Jim Simons first reported a position in RDVY in Q4 2020 and has held it in 18 quarters since. 763 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Jim Simons held 72,200 shares of First Trust Rising Dividend Achievers ETF worth $4.93M as of Q1 2026.
  • Jim Simons bought 24,500 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.74M.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1392 holding.
  • Jim Simons first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 18 quarters since.
  • 763 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.