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 • Oct 8, 2026

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

Making its debut on 11/01/2017, smart beta exchange traded fund First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) provides investors broad exposure to the Style Box - Mid Cap Value category of the market.

Zacks Investment Research • Sep 2, 2026

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.

Seeking Alpha • Aug 31, 2026

SDVY: Small/Mid-Cap ETF Blending Value And Growth

First Trust SMID Cap Rising Dividend Achievers ETF offers a diversified portfolio of 166 small and mid-caps with a focus on dividend and earnings growth. SDVY outperforms the S&P MidCap 400 Index in value, growth, and total return since inception, but has lagged it over the past 12 months. The ETF exhibits low company-specific risk but significant sector concentration in financials and industrials.

Seeking Alpha • Jun 4, 2026

This ETF Pays Dividends Monthly and Has Never Missed in 19 Years; Here Are 2 More Like It

When most people talk about dividend ETFs, the conversation quickly turns to yield.

24/7 Wall Street • Apr 14, 2026

Income Investors Face A 28% Payout Drop With First Trust SMID ETF | SDVY

First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) targets smaller companies with growing dividends, but that dividend story has gotten complicated.

24/7 Wall Street • Feb 7, 2026

SDVY: Rising Dividend Achievers ETF Continues To Shine After Key Strategy Change

SDVY's Index underwent a significant strategy change in March 2025, and results since then have been excellent. This article breaks down the changes and SDVY's new fundamentals in detail. Key impacts include a revised reconstitution schedule that allows for better responsiveness in fast-changing markets and a higher and dynamic holdings count, currently at 176 vs. 100 previously. Fundamentally, SDVY is very attractive from a growth, value, and quality perspective. However, it's unclear if these advantages will persist. I also found some of SDVY's screens questionable and unhelpful.

Seeking Alpha • Feb 7, 2026

What a $5 Million Dividend ETF Sale Signals After an 8% One-Year Gain

Ergawealth Advisors, Inc. sold 126,710 shares of SDVY, an estimated $4.81 million transaction based on quarterly average pricing. The quarter-end SDVY position value decreased by approximately $4.80 million, reflecting both trading and stock price movement.

The Motley Fool • Jan 23, 2026

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