Cliff Asness's SDVY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 22,513 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) worth $855,933, representing 0.00% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Cliff Asness has initiated a new position in SDVY, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 3,377 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +19,136 | New Buy | 19,136 | $35.28 |
| Q3 2025 | +3,377 | Add 17.65% | 22,513 | $38.02 |
Cliff Asness's First Trust SMID Cap Rising Dividend Achievers ETF Investment FAQs
Cliff Asness first purchased First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q2 2025, acquiring 19,136 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for 2 quarters since Q2 2025.
Cliff Asness's largest addition to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was in Q2 2025, adding 19,136 shares worth $675,118.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 22,513 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), valued at approximately $855,933.
As of the Q3 2025 filing, First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was 22,513 shares, as reported at the end of Q3 2025.