First Trust SMID Cap Rising Dividend Achievers ETFSDVY
SDVY
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
232% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 25
213% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 69
29% more funds holding in top 10
Funds holding in top 10: 14 [Q2] → 18 (+4) [Q3]
17% more capital invested
Capital invested by funds: $4.09B [Q2] → $4.8B (+$714M) [Q3]
17% more funds holding
Funds holding: 336 [Q2] → 394 (+58) [Q3]
10.46% less ownership
Funds ownership: 89.44% [Q2] → 78.98% (-10.46%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SDVY.
Financial journalist opinion
Positive
Seeking Alpha
1 week 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
2 weeks 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
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
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?
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.
Neutral
Business Wire
3 months ago
Cboe Canada Welcomes First Trust for Launch of Dividend Focused ETF
TORONTO--(BUSINESS WIRE)---- $SDVY #Cboe--The First Trust SMID Cap Rising Dividend Achievers ETF is now trading on Cboe Canada under the symbols SDVY and SDVY.F.
Positive
Seeking Alpha
3 months ago
SDVY: Low Yield, Low Expectations For These Small/Mid-Cap Rising Dividend Achievers
SDVY tracks an Index of 100 small- and mid-cap U.S. stocks selected based on dividend growth, earnings growth, cash to debt, and dividend payout ratio screens. With a 1.85% expected dividend yield, influenced in large part by the fund's 0.60% expense ratio, SDVY is not aimed at attracting income investors. Instead, dividend growth is the objective. SDVY is on a two-year dividend growth streak, but I'm predicting that streak will end after this year concludes. Unfortunately, SDVY's recent total returns weren't too impressive, either.
Neutral
Zacks Investment Research
4 months 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
5 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.
Positive
Seeking Alpha
6 months ago
SDVY: Strong Way To Play 2 Big Themes
First Trust SMID Cap Rising Dividend Achievers ETF focuses on small and mid-cap stocks with a history of increasing dividends. SDVY is diversified across sectors, with a focus on financials and industrials. The fund has outperformed its competitor, ProShares S&P Midcap 400 Dividend Aristocrats ETF, and offers potential for growing income.
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