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 • Feb 20, 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

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 November 1, 2017.

Zacks Investment Research • Jan 30, 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

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

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