First Trust SMID Cap Rising Dividend Achievers ETF

SDVY

Market cap $8.99B

Overview Fund Activity

38.16 USD

-0.49

1.27%

At close Updated Sep 12, 4:00 PM EDT

1 day

-1.27%

5 days

-0.57%

1 month

2.55%

3 months

9.62%

6 months

15.57%

Year to date

6.74%

1 year

11.22%

5 years

104.28%

10 years

91.66%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

51% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 150

4% more capital invested

Capital invested by funds: $5.91B [Q1] → $6.15B (+$247M) [Q2]

0.24% more ownership

Funds ownership: 75.33% [Q1] → 75.58% (+0.24%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 28 [Q1] → 28 (+0) [Q2]

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 475 [Q1] → 465 (-10) [Q2]

See Fund Rankings

Financial journalist opinion

SDVY: Rising Dividend Achievers As A Quality Filter

I rate SDVY a buy, as the Rising Dividend Achievers strategy delivers superior risk-adjusted returns in the small- and mid-cap segment. Mid-caps are attractively valued, historically outperform large-caps in cycles, and should benefit from upcoming interest rate cuts and industrialization trends. SDVY's portfolio offers higher quality, better growth, and lower valuation metrics than IJH, with strong exposure to financials and industrials.

SDVY: Rising Dividend Achievers As A Quality Filter

Zacks Investment Research

Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?

Making its debut on 11/01/2017, smart beta exchange traded fund First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) provides investors broad exposure to the Style Box - Mid Cap Value category of the market.

Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?

Zacks Investment Research

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.

Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?

The Motley Fool

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.

Crumly Loads Up on 110,675 SDVY Shares in Q2 Filing

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.

SDVY: An Outperforming Dividend ETF In The Small- And Mid-Cap Space

Zacks Investment Research

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.

Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?

Zacks Investment Research

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.

Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?

Zacks Investment Research

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.

Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?

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.

SDVY: A Strong Choice For Dividend Income And Capital Appreciation

Zacks Investment Research

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.

Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?

See News Rankings

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