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Not Investment Advice

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF
1W: +1.2% 1M: +1.3% 3M: +3.2% YTD: +12.5% 1Y: +20.9% 3Y: +52.9% 5Y: +71.3%
$44.14
+0.57 (+1.31%)
 
Weekly Expected Move ±1.6%
$42 $43 $43 $44 $45
ETF NASDAQ · AUM $11.6B
Key Statistics
AUM$11.6B
Holdings174
Top 10 Wt0.0%
Volume799,310
Avg Volume1,083,872
Beta0.99
Portfolio Fundamentals
P/E18.9
P/B3.0
Div Yield1.65%
ROE16.4%
% Profitable96%
Inception2017-11-03
Sector Allocation
Financial Services 0.0%
Industrials 0.0%
Consumer Cyclical 0.0%
Technology 0.0%
Basic Materials 0.0%
Consumer Defensive 0.0%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Monarch Casino & Resort, Inc. MCRI 0.00% $23.8M
2 Prosperity Bancshares, Inc. PB 0.00% $23.5M 316,896
3 West Pharmaceutical Services, Inc. WST 0.00% $24.4M
4 AptarGroup, Inc. ATR 0.00% $22.6M 167,930
5 First Merchants Corporation FRME 0.00% $23.2M 529,854
6 Flowserve Corporation FLS 0.00% $22.4M 305,200
7 HP Inc. HPQ 0.00% $22.8M
8 Minerals Technologies Inc. MTX 0.00% $23.2M
9 PPG Industries, Inc. PPG 0.00% $23.1M 195,855
10 The St. Joe Company JOE 0.00% $23.4M

Recent Holding Changes

Date Holding Change Details
2026-06-22 BWXT New
2026-06-22 ATEN New
2026-06-22 VTOL New
2026-06-22 WST New
2026-06-22 CFG New

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