First Trust SMID Cap Rising Dividend Achievers ETFSDVY
SDVY
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
385% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 26
253% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 74
57% more capital invested
Capital invested by funds: $4.83B [Q3] → $7.58B (+$2.75B) [Q4]
35% more funds holding in top 10
Funds holding in top 10: 20 [Q3] → 27 (+7) [Q4]
22% more funds holding
Funds holding: 400 [Q3] → 488 (+88) [Q4]
2.48% less ownership
Funds ownership: 79.48% [Q3] → 77.0% (-2.48%) [Q4]
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
Neutral
Zacks Investment Research
1 week 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
2 weeks 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
4 weeks 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
2 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
3 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
4 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.
Neutral
Zacks Investment Research
4 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.
Neutral
Zacks Investment Research
5 months 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
6 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
7 months ago
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), a passively managed exchange traded fund launched on 11/01/2017.
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