First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
NASDAQ (NMS) NASDAQ (NMS) Primary 
XMEX Summary
SDVY Chart
People also search for
SDVY: Small/Mid-Cap Rising Dividend Achievers ETF Is A High-Quality Choice
First Trust SMID Cap Rising Dividend Achievers ETF maintains a 'hold' rating due to declining earnings growth rates but otherwise solid fundamentals, particularly on quality. SDVY's strategy overhaul improved some aspects, but its 1.01% estimated dividend yield and negative 3Y dividend CAGR remain unattractive for income-focused investors. Forward-looking earnings growth trends are essential for SDVY, as current screens do not adequately capture future business health or dividend sustainability.
Should First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Be on Your Investing Radar?
Launched on November 1, 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.
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.
First Trust SMID Cap Rising Dividend Achievers ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 216,768 | $7.97M | $9.49M | $1.52M | 19.09% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 4,607 | $175,476.34 | $201,694.46 | $26,218.12 | 14.94% |
 Curtis Ellergodt Rothschild Investment LLC | 20,725 | $754,657.13 | $930,345.25 | $175,688.12 | 23.28% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 3.65M | $157.35M | $162.68M | $5.33M | 3.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4.02M | $148.26M | $178.83M | $30.58M | 20.63% |
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has First Trust SMID Cap Rising Dividend Achievers ETF ever had a stock split?
First Trust SMID Cap Rising Dividend Achievers ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The described fund is an investment vehicle that primarily focuses on purchasing common stocks that are part of a specific index. This index is curated to include 100 small and mid-cap companies. These companies are not just any entities within their size category; they have been selected based on their history of increasing dividends, suggesting a stable or improving financial health, and the potential to continue this trend into the future. The fund's strategy involves allocating at least 90% of its net assets, including any borrowed investments, toward stocks that make up this index, demonstrating a strong commitment to its core investment thesis.
Products and Services
- Common Stocks of Dividend-Raising Small and Mid Cap Companies
This fund invests in common stocks of carefully selected small and mid cap companies. These companies are characterized by their history and capacity to increase their dividends. The selection process emphasizes not just past performance but also the potential for future growth and sustainability of dividends. This investment approach aims at providing fund investors with a diversified portfolio that has the potential for both capital appreciation and income generation through dividends.
- Investment in an Index of 100 Companies
The fund's strategy includes a significant investment in an index consisting of 100 small and mid cap companies. This index is not arbitrary; it's composed of companies that have demonstrably increased their dividends in the past and are judged to have the characteristics to continue doing so. Investing in this index allows the fund to offer a diversified investment solution to its clients, spreading out risk while capitalizing on the growth potential of its constituent companies.
