Richmond Investment Services Trims $6 Million from First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) Position

Richmond sold 206,264 SDVY shares, decreasing position value by $6.31 million. The sale represents a 1.42% shift in 13F reportable AUM.

The Motley Fool • Dec 9, 2025

Uniting Wealth Spends Over $20 Million on Dividend-Focused ETFs

Uniting Wealth Partners bought 200,141 shares of First Trust SMID Cap Rising Dividend Achievers ETF, worth around $7.61 million at the end of Q3. SDVY accounts for 1.8% of the firm's AUM, placing it in the fund's top ten holdings.

The Motley Fool • Dec 8, 2025

SDVY: New Strategy, Fresh Outlook For These SMID-Cap Rising Dividend Achievers (Rating Upgrade)

The Index tracked by the First Trust SMID Cap Rising Dividend Achievers updated its strategy in March, and from a total returns and fundamentals perspective, the update was positive. Now holding nearly double the number of securities at 181, SDVY is better able to respond to fast-changing markets with frequent sub-portfolio reconstitutions. My analysis reveals SDVY has solved its earnings growth problem, with current components averaging nearly 13% annualized growth over the last three years and a further 10% expected next year.

Seeking Alpha • Nov 28, 2025

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 November 1, 2017.

Zacks Investment Research • Nov 26, 2025

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

Designed to provide broad exposure to the Style Box - Mid Cap Value category of the market, the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a smart beta exchange traded fund launched on 11/01/2017.

Zacks Investment Research • Oct 16, 2025

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.

Seeking Alpha • Sep 11, 2025

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.

The Motley Fool • Jul 9, 2025

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.

Seeking Alpha • Jun 29, 2025

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.

Seeking Alpha • Mar 30, 2025

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.

Seeking Alpha • Dec 12, 2024