SDVY stock icon

First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

$36.52
2.24%

Market Cap: $5.98B

0
Funds holding %
of 6,710 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

167% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 69

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

10% more funds holding

Funds holding: 303 [Q1] → 332 (+29) [Q2]

5% more capital invested

Capital invested by funds: $3.5B [Q1] → $3.67B (+$164M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 14 [Q1] → 14 (+0) [Q2]

8.9% less ownership

Funds ownership: 89.2% [Q1] → 80.3% (-8.9%) [Q2]

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

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