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First Trust SMID Cap Rising Dividend Achievers ETF ETF AnalysisComprehensive ETF analysis for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisSDVY
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
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  3. First Trust SMID Cap Rising Dividend Achievers ETFSDVYETF
First Trust SMID Cap Rising Dividend Achievers ETF Logo

First Trust SMID Cap Rising Dividend Achievers ETF

ETF
🇺🇸SDVY•NASDAQ•Small/Micro Cap Equity

Your view on SDVY

First Trust SMID Cap Rising Dividend Achievers ETF Logo

First Trust SMID Cap Rising Dividend Achievers ETF

ETFFirst Trust
🇺🇸SDVY•NASDAQ•Small/Micro Cap Equity
AUM (USD)$11.56B
Expense Ratio0.58%
Holdings190

Sentiment

AUM (USD)

$11.56B

Expense Ratio

0.58%

Holdings

190

Sentiment

SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY

Overview for First Trust SMID Cap Rising Dividend Achievers ETF

Fund Type
ETF
Fund Issuer
First Trust
Asset Class
Small/Micro Cap Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
November 1, 2017
Domicile
US
Website
ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=SDVY
Fund Type
ETF
Fund Issuer
First Trust
Asset Class
Small/Micro Cap Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
November 1, 2017
Domicile
US
Website
ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=SDVY
Fund Type
ETF
Fund Issuer
First Trust
Asset Class
Small/Micro Cap Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
November 1, 2017
Domicile
US
Website
ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=SDVY

About this fund

The First Trust SMID Cap Rising Dividend Achievers ETF, seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend Achievers Index (the "Index"). The Fund will norm…

SDVY Stock Price

Key Facts

Small/Micro Cap Equity

Expense Ratio

0.58%

AUM

$11.56B

Fund Details

NAV$43.43 USD
Holdings190
Average Volume1.02M
Inception DateNovember 1, 2017
Asset ClassSmall/Micro Cap Equity
Fund IssuerFirst Trust
DomicileUS
ISINUS33741X1028
CUSIP33741X102
NAV CurrencyUSD

Expense Ratio

0.58%

Assets Under Management

$11.56B

NAV

$43.43 USD

Holdings

190

Average Volume

1.02M

Inception Date

November 1, 2017

Asset Class

Small/Micro Cap Equity

Fund Issuer

First Trust

Domicile

US

ISIN

US33741X1028

CUSIP

33741X102

NAV Currency

USD

Expense Ratio

0.58%

Assets Under Management

$11.56B

NAV

$43.43 USD

Holdings

190

Average Volume

1.02M

Inception Date

November 1, 2017

Asset Class

Small/Micro Cap Equity

Fund Issuer

First Trust

Domicile

US

ISIN

US33741X1028

CUSIP

33741X102

NAV Currency

USD

Data last updated: Sep 8, 2026, 07:12 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is SDVY?

First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is a Small/Micro Cap Equity fund from First Trust, listed since 2017, with $11.6B in assets under management, a 0.58% expense ratio, a NAV of $43.43 USD.

What's in SDVY? Top 10 holdings

HoldingWeight
National HealthCare Corporation NHC1.17%
Applied Industrial Technologies, Inc. AIT1.04%
Reinsurance Group of America, Incorporated RGA1.03%
First BanCorp. FBP1.03%
Williams-Sonoma, Inc. WSM1.02%
Interparfums, Inc. IPAR1.02%
OFG Bancorp OFG1.01%
Watts Water Technologies, Inc. WTS1.00%
The Hanover Insurance Group, Inc. THG0.99%
Interactive Brokers Group, Inc. (Class A) IBKR0.99%

SDVY sector breakdown

  • Financial Services 34.89%
  • Industrials 27.61%
  • Consumer Cyclical 9.18%
  • Technology 8.95%
  • Consumer Defensive 6.01%
  • Basic Materials 3.84%
  • Healthcare 3.69%
  • Energy 3.00%

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  • IJKiShares SP Mid-Cap 400 Growth ETF
  • JIREJPMorgan International Research Enhanced Equity ETF
  • VDEVanguard Energy ETF
  • VIGIVanguard International Dividend Appreciation ETF

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  • FMBFirst Trust Managed Municipal ETF
  • FMFFirst Trust Managed Futures Strategy Fund
  • FMHIFirst Trust Municipal High Income ETF
  • FMNYFirst Trust New York Municipal High Income ETF
  • FMTLFirst Trust Indxx Critical Metals ETF
  • FNKFirst Trust Mid Cap Value AlphaDEX Fund
  • FNOVFT Vest U.S. Equity Buffer ETF - November
  • FNXFirst Trust Mid Cap Core AlphaDEX Fund
  • FNYFirst Trust Mid Cap Growth AlphaDEX Fund
  • FOCTFT Vest U.S. Equity Buffer ETF - October
  • FPAFirst Trust Asia Pacific ex-Japan AlphaDEX Fund
  • FPEFirst Trust Preferred Securities and Income ETF