Jim Simons’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Jim Simons’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	$2.56M	Buy	+64,800	New	+$2.63M	﹤0.01%	1751
2025 Q4	–	Sell	-10,200	Closed	-$388K	–	3699
2025 Q3	$388K	Sell	10,200 -28,500	-74%	-$1.06M	﹤0.01%	2897
2025 Q2	$1.37M	Buy	+38,700	New	+$1.3M	﹤0.01%	2338
2025 Q1	–	Sell	-71,200	Closed	-$2.55M	–	3793
2024 Q4	$2.55M	Buy	+71,200	New	+$2.66M	﹤0.01%	1892
2024 Q3	–	Sell	-67,000	Closed	-$2.24M	–	3840
2024 Q2	$2.24M	Buy	67,000 +6,800	+11%	+$229K	﹤0.01%	1819
2024 Q1	$2.1M	Sell	60,200 -3,200	-5%	-$104K	﹤0.01%	1999
2023 Q4	$2.08M	Buy	63,400 +48,100	+314%	+$1.4M	﹤0.01%	1926
2023 Q3	$432K	Buy	+15,300	New	+$447K	﹤0.01%	2776
2023 Q2	–	Sell	-9,000	Closed	-$240K	–	4230
2023 Q1	$240K	Buy	+9,000	New	+$250K	﹤0.01%	3205

Other funds holding SDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jim Simons's SDVY Position: Q1 2026 in Review

Jim Simons opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2026: 64,800 shares worth $2.56M. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Jim Simons previously reported a position in SDVY as recently as Q3 2025.

Jim Simons first reported a position in SDVY in Q1 2023 and has held it in 9 quarters since. 566 funds tracked by Wall St. Rank hold SDVY as of Q1 2026.

Jim Simons held 64,800 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $2.56M as of Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF was a new Jim Simons position in Q1 2026.
First Trust SMID Cap Rising Dividend Achievers ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1751 holding.
Jim Simons first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2023 and has held it in 9 quarters since.
566 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q1 2026.

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