— Know what they know.
Not Investment Advice

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF
1W: +0.1% 1M: -2.0% 3M: -2.8% YTD: +6.8% 1Y: +18.9% 3Y: +71.8% 5Y: +49.5%
$41.54
+0.18 (+0.44%)
 
Weekly Expected Move ±1.8%
$39 $40 $41 $42 $42
ETF NASDAQ · AUM $11.1B
Key Statistics
AUM$11.1B
Holdings167
Top 10 Wt0.0%
Volume740,246
Avg Volume1,548,800
Beta1.13
Portfolio Fundamentals
P/E17.9
P/B2.8
Div Yield1.75%
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 Hubbell Incorporated HUBB 0.00% $23.5M 50,502
2 Everest Group, Ltd. EG 0.00% $25.9M 71,968
3 Independent Bank Corp. INDB 0.00% $26.0M 327,389
4 Royal Gold, Inc. RGLD 0.00% $25.4M 113,067
5 Core Natural Resources Inc. CNR 0.00% $24.3M 290,550
6 First Interstate BancSystem, Inc. FIBK 0.00% $24.7M 697,418
7 Hancock Whitney Corporation HWC 0.00% $24.8M 368,305
8 Tutor Perini Corporation TPC 0.00% $24.8M 320,200
9 Jacobs Solutions Inc. J 0.00% $35.5M 309,795
10 ServisFirst Bancshares, Inc. SFBS 0.00% $40.4M 520,073

Recent Holding Changes

Date Holding Change Details
2026-05-18 $USD New
2026-05-18 CSGS Removed
2026-05-14 PRG Changed 0 → 685458
2026-05-14 FITB Changed 485457 → 988914
2026-05-14 AIZ Changed 378734 → 401760

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