— Know what they know.
Not Investment Advice

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF
1W: -1.9% 1M: -4.1% 3M: -3.7% YTD: +4.9% 1Y: +16.1% 3Y: +68.7% 5Y: +53.3%
$41.20
+0.57 (+1.42%)
 
Weekly Expected Move ±1.8%
$39 $40 $41 $42 $42
ETF NASDAQ · AUM $10.9B
Key Statistics
AUM$10.9B
Holdings167
Top 10 Wt0.0%
Volume1,089,779
Avg Volume1,562,670
Beta1.13
Portfolio Fundamentals
P/E17.5
P/B2.8
Div Yield1.78%
ROE16.6%
% Profitable96%
Inception2017-11-03
Sector Allocation
Financial Services 0.0%
Industrials 0.0%
Consumer Cyclical 0.0%
Technology 0.0%
Consumer Defensive 0.0%
Basic Materials 0.0%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ePlus inc. PLUS 0.00% $44.9M 542,233
2 Donaldson Company, Inc. DCI 0.00% $45.6M 549,636
3 Pegasystems Inc. PEGA 0.00% $46.5M 1,355,263
4 Mueller Water Products, Inc. MWA 0.00% $44.1M 1,704,636
5 Otter Tail Corporation OTTR 0.00% $46.3M 522,735
6 First American Financial Corporation FAF 0.00% $46.6M 675,408
7 Dick's Sporting Goods, Inc. DKS 0.00% $46.0M 217,689
8 Benchmark Electronics, Inc. BHE 0.00% $45.9M 551,314
9 A.O. Smith Corporation AOS 0.00% $71.9M 1,261,068
10 MGIC Investment Corporation MTG 0.00% $85.6M 3,229,328

Recent Holding Changes

Date Holding Change Details
2026-05-18 $USD New
2026-05-18 CSGS Removed
2026-05-14 SSB Changed 855314 → 932711
2026-05-14 PRG Changed 0 → 685458
2026-05-14 FITB Changed 485457 → 988914

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms