Renaissance Technologies’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
+38,700
| New | +$1.37M | ﹤0.01% | 2338 |
|
|
2025
Q1 | – | Sell |
-71,200
| Closed | -$2.55M | – | 3793 |
|
|
2024
Q4 | $2.55M | Buy |
+71,200
| New | +$2.55M | ﹤0.01% | 1892 |
|
|
2024
Q3 | – | Sell |
-67,000
| Closed | -$2.24M | – | 3840 |
|
|
2024
Q2 | $2.24M | Buy |
67,000
+6,800
| +11% | +$227K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $2.1M | Sell |
60,200
-3,200
| -5% | -$111K | ﹤0.01% | 1999 |
|
|
2023
Q4 | $2.08M | Buy |
63,400
+48,100
| +314% | +$1.58M | ﹤0.01% | 1926 |
|
|
2023
Q3 | $432K | Buy |
+15,300
| New | +$432K | ﹤0.01% | 2776 |
|
|
2023
Q2 | – | Sell |
-9,000
| Closed | -$240K | – | 4230 |
|
|
2023
Q1 | $240K | Buy |
+9,000
| New | +$240K | ﹤0.01% | 3205 |
|