Renaissance Technologies’s SDVY Holdings & Trades

First Buy
Q1 2023
Duration Held
11 Quarters
Largest Add
Q4 2024
+71,200 Shares
Current Position
10,200 Shares
$387,799 Value

Renaissance Technologies's SDVY Position Overview

Renaissance Technologies (via Renaissance Technologies LLC) currently holds 10,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) worth $387,799, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.

Based on 13F filings, Renaissance Technologies has maintained a strategic position in SDVY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 71,200 shares. Largest reduction occurred in Q1 2025, reducing 71,200 shares.

Analysis based on 13F filings available since 2013 Q2

Renaissance Technologies'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 Renaissance Technologies

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2023 +9,000 New Buy 9,000 $0.03
Q2 2023 -9,000 Sold Out 0 $0.00
Q3 2023 +15,300 New Buy 15,300 $28.24
Q4 2023 +48,100 Add 314.38% 63,400 $32.78
Q1 2024 -3,200 Reduce 5.05% 60,200 $34.82
Q2 2024 +6,800 Add 11.30% 67,000 $33.38
Q3 2024 -67,000 Sold Out 0 $0.00
Q4 2024 +71,200 New Buy 71,200 $35.85
Q1 2025 -71,200 Sold Out 0 $0.00
Q2 2025 +38,700 New Buy 38,700 $35.28
Q3 2025 -28,500 Reduce 73.64% 10,200 $38.02

Renaissance Technologies's First Trust SMID Cap Rising Dividend Achievers ETF Investment FAQs

Renaissance Technologies first purchased First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q1 2023, acquiring 9,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Renaissance Technologies has held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for 11 quarters since Q1 2023.

Renaissance Technologies's largest addition to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was in Q4 2024, adding 71,200 shares worth $2.55 M.

According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 10,200 shares of First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), valued at approximately $387,799.

As of the Q3 2025 filing, First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) represents approximately 0.00% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.

Renaissance Technologies's peak holding in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was 71,200 shares, as reported at the end of Q4 2024.