First Trust SMID Cap Rising Dividend Achievers ETFSDVY
SDVY
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
135% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 117
0% more funds holding in top 10
Funds holding in top 10: 27 [Q4 2024] → 27 (+0) [Q1 2025]
2.26% less ownership
Funds ownership: 77.5% [Q4 2024] → 75.24% (-2.26%) [Q1 2025]
4% less funds holding
Funds holding: 494 [Q4 2024] → 472 (-22) [Q1 2025]
20% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 50
23% less capital invested
Capital invested by funds: $7.62B [Q4 2024] → $5.9B (-$1.72B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for SDVY.
Financial journalist opinion
Based on 3 articles about SDVY published over the past 30 days
Positive
The Motley Fool
3 days ago
Crumly Loads Up on 110,675 SDVY Shares in Q2 Filing
Crumly & Associates Inc. disclosed in a recent SEC filing that it purchased 110,675 additional shares of First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (SDVY -0.06%) during Q2 2025. The transaction increased its total position to 387,258 shares with a market value of $13.66 million.
Positive
Seeking Alpha
1 week ago
SDVY: An Outperforming Dividend ETF In The Small- And Mid-Cap Space
SDVY offers a unique blend of dividend and earnings growth, outperforming peers but with higher volatility and lower yields than typical dividend funds. The fund's strict selection criteria and sector tilts—especially toward financials and industrials—drive attractive valuations and strong historical returns. High volatility and a heavy small-cap bias mean SDVY may not suit defensive investors, despite its operational quality and resilient dividend growth.
Neutral
Zacks Investment Research
4 weeks ago
Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?
Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a smart beta exchange traded fund offering broad exposure to the Style Box - Mid Cap Value category of the market.
Neutral
Zacks Investment Research
1 month ago
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), a passively managed exchange traded fund launched on 11/01/2017.
Neutral
Zacks Investment Research
3 months ago
Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?
The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) was launched on 11/01/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Mid Cap Value category of the market.
Positive
Seeking Alpha
3 months ago
SDVY: A Strong Choice For Dividend Income And Capital Appreciation
First Trust SMID Cap Rising Dividend Achievers ETF focuses on small and mid-cap dividend growth stocks, ensuring sustainable dividend growth with a high expense ratio of 0.59%. SDVY's rules-based indexing selects financially strong stocks with positive earnings growth, a payout ratio of below 65%, and a cash-to-debt ratio of over 25%. SDVY outperformed peers DON and DES, delivering a 91.6% total return since inception, due to higher exposure to growth stocks and sectors.
Neutral
Zacks Investment Research
3 months ago
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
Launched on 11/01/2017, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market.
Neutral
Zacks Investment Research
5 months ago
Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?
A smart beta exchange traded fund, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) debuted on 11/01/2017, and offers broad exposure to the Style Box - Mid Cap Value category of the market.
Neutral
Zacks Investment Research
5 months ago
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Value segment of the US equity market, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a passively managed exchange traded fund launched on 11/01/2017.
Positive
Seeking Alpha
6 months ago
SDVY: Gaining Market Interest With Good Reasons
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) focuses on small and mid-cap stocks with strong dividend growth, earnings growth, and quality metrics. SDVY is diversified across 95 holdings but concentrated in financials, industrials, and consumer discretionary sectors, offering excellent value and growth characteristics. Since inception, SDVY has outperformed the S&P MidCap 400 index and its closest competitors.
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