Renaissance Technologies’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
$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