NASDAQ:SDVY First Trust SMID Cap Rising Dividend Archievers ETF (SDVY) Price, Holdings, & News $28.02 +0.21 (+0.76%) (As of 09/27/2023 ET) Add Compare Share Share Today's Range$27.82▼$28.1750-Day Range$27.81▼$30.3852-Week Range$23.02▼$30.43Volume634,648 shsAverage Volume284,716 shsMarket Capitalization$1.21 billionAssets Under Management$1.43 billionDividend Yield2.86%Net Expense Ratio0.60% ProfileProfileChartDividendHeadlinesHoldingsShort InterestSocial MediaRatingsProfileChartDividendHeadlinesHoldingsShort InterestSocial MediaRatings About First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an exchange-traded fund that mostly invests in extended market equity. The fund tracks an equal-weighted index of small- and mid-cap US companies with historically increasing dividends and that meet various fundamental criteria. SDVY was launched on Nov 1, 2017 and is managed by First Trust.Read More SDVY Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart SDVY ETF News HeadlinesJuly 30, 2023 | seekingalpha.comSDVY: Top-Quality Dividend Growth Mix To ConsiderApril 4, 2023 | nasdaq.comFirst Trust SMID Cap Rising Dividend Achievers Breaks Below 200-Day Moving Average - Notable for SDVYSeptember 28, 2023 | Edge On The Street (Ad)The Strategic Gold Play You Haven't Heard AboutExperts recommend adding gold to your portfolio, but in what form? Some savvy investors are now rejecting coins and mining stocks in favor of a unique gold investment alternative. It holds explosive growth potential similar to a junior gold stock -- but with less risk exposure. March 25, 2023 | msn.comFirst Trust SMID Cap Rising Dividend Achievers ETF declares quarterly distribution of $0.1322January 3, 2023 | nasdaq.comSDVY's Underlying Holdings Could Mean 12% Gain PotentialDecember 24, 2022 | msn.comFirst Trust SMID Cap Rising Dividend Achievers ETF declares quarterly distribution of $0.2302November 24, 2022 | seekingalpha.comSCHD: A Critical Factor-Based Rankings Analysis Vs. 100 PeersNovember 22, 2022 | insidermonkey.com5 Best Small-Cap Dividend Stocks to Buy NowSeptember 28, 2023 | Micro-Cap Stock Trader (Ad)U.S. drive to onshore battery supply chains could create big winners in lithiumInvestor Find Lithium Gold and Crush the Bear Market with 32k Metric TonsOctober 7, 2022 | fool.comFirst Trust NASDAQ Rising Dividend Achievers ETF (NASDAQ: RDVY)See More Headlines Receive SDVY Stock News and Ratings via Email Sign-up to receive the latest news and ratings for First Trust SMID Cap Rising Dividend Archievers ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerFirst Trust Fund NameFirst Trust SMID Cap Rising Dividend Archievers ETF Tax ClassificationRegulated Investment Company Stock ExchangeNASDAQCurrent SymbolNASDAQ:SDVY Inception Date11/1/2017 Fund ManagerDaniel Lindquist, Jon Erickson, David McGarel, Roger Testin, Stan Ueland, Chris Peterson, Erik Russo WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkNasdaq US Small Mid Cap Rising Dividend Achievers Index CategoryStrategy FocusHigh Dividend Yield Development LevelDeveloped Markets RegionNorth America Number of Holdings100 Fund Statistics Assets Under Management$1.43 billion Average Daily Volume$307,529.00 Discount/Premium0.03% Administrator, Advisor and Custodian AdministratorThe Bank of New York Mellon Corporation AdvisorFirst Trust Advisors L.P. CustodianThe Bank of New York Mellon Corporation DistributorFirst Trust Portfolios L.P. Transfer AgentThe Bank of New York Mellon Corporation TrusteeN/A Lead Market MakerN/A Options OptionableN/A Short Interest104,400 shs Miscellaneous Outstanding Shares43,150,000Beta1.18 Creation Unit50,000 Creation Fee$500.00 Elon Musk's Next MoveWondering when you'll finally be able to invest in SpaceX, StarLink or The Boring Company? Click the link below to learn when Elon Musk will let these companies finally IPO.Get This Free Report First Trust SMID Cap Rising Dividend Archievers ETF ExpensesTypeSDVYHigh Dividend Yield ETFsEquity ETFsNASDAQ ETFsAll ETFsManagement Fee0.60%0.44%0.53%0.47%0.50%Other Expenses0.00%0.23%0.52%0.29%0.57%Total Expense0.60%0.51%0.69%0.56%0.69%Fee Waiver0.00%-0.21%-0.55%-0.22%-0.59%Net Expense0.60%0.49%0.59%0.51%0.57% First Trust SMID Cap Rising Dividend Archievers ETF (SDVY) Holdings & ExposureTop 10 SDVY HoldingsZions Bancorporation, National Association(NASDAQ:ZION)Holding Weight: 1.25%Boise Cascade(NYSE:BCC)Holding Weight: 1.21%Medifast(NYSE:MED)Holding Weight: 1.20%Comerica(NYSE:CMA)Holding Weight: 1.17%Matson(NYSE:MATX)Holding Weight: 1.17%OFG Bancorp(NYSE:OFG)Holding Weight: 1.14%SM Energy(NYSE:SM)Holding Weight: 1.14%Eagle Bancorp(NASDAQ:EGBN)Holding Weight: 1.12%Wintrust Financial(NASDAQ:WTFC)Holding Weight: 1.11%Cadence Bank(NYSE:CADE)Holding Weight: 1.10%SDVY Sector ExposureSDVY Industry ExposureFull Holdings Details Similar ETFsVictoryShares US EQ Income Enhanced Volatility Wtd ETFNASDAQ:CDCInvesco High Yield Equity Dividend Achievers ETFNASDAQ:PEYInvesco International Dividend Achievers ETFNASDAQ:PIDFranklin U.S. Low Volatility High Dividend Index ETFNASDAQ:LVHDInvesco Dividend Achievers ETFNASDAQ:PFMInstitutional OwnershipWestern Wealth Management LLCSold 8,881 shares on 8/30/2023Ownership: 0.258%Osaic Holdings Inc.Bought 529,592 shares on 8/21/2023Ownership: 3.222%Elevated Capital Advisors LLCBought 17,906 shares on 8/18/2023Ownership: 0.041%Rockefeller Capital Management L.P.Bought 4,473 shares on 8/15/2023Ownership: 0.061%Objective Capital Management LLCSold 1,054 shares on 8/15/2023Ownership: 0.026%View All Institutional Transactions SDVY ETF - Frequently Asked Questions How have SDVY shares performed in 2023? First Trust SMID Cap Rising Dividend Archievers ETF's stock was trading at $26.05 at the beginning of the year. Since then, SDVY shares have increased by 7.6% and is now trading at $28.02. View the best growth stocks for 2023 here. Are investors shorting First Trust SMID Cap Rising Dividend Archievers ETF? First Trust SMID Cap Rising Dividend Archievers ETF saw a drop in short interest during the month of September. As of September 15th, there was short interest totaling 86,000 shares, a drop of 17.6% from the August 31st total of 104,400 shares. Based on an average trading volume of 324,200 shares, the short-interest ratio is currently 0.3 days. View First Trust SMID Cap Rising Dividend Archievers ETF's Short Interest. How often does First Trust SMID Cap Rising Dividend Archievers ETF pay dividends? What is the dividend yield for First Trust SMID Cap Rising Dividend Archievers ETF? First Trust SMID Cap Rising Dividend Archievers ETF declared a quarterly dividend on Thursday, September 21st. Stockholders of record on Monday, September 25th will be paid a dividend of $0.0982 per share on Friday, September 29th. This represents a $0.39 annualized dividend and a yield of 1.40%. The ex-dividend date of this dividend is Friday, September 22nd. Read our dividend analysis for SDVY. What does SDVY invest in? First Trust SMID Cap Rising Dividend Archievers ETF is a equity fund issued by First Trust. SDVY focuses on high dividend yield investments and follows the Nasdaq US Small Mid Cap Rising Dividend Achievers Index. The fund's investments total to approximately $1.43 billion assets under management. What stocks does First Trust SMID Cap Rising Dividend Archievers ETF hold? SDVY invests in 100 holdings. Some of the stocks in their portfolio include Zions Bancorporation, National Association (ZION), Boise Cascade (BCC), Medifast (MED), Comerica (CMA), Matson (MATX), OFG Bancorp (OFG), SM Energy (SM), Eagle Bancorp (EGBN), Wintrust Financial (WTFC) and Cadence Bank (CADE). What is the management fee for First Trust SMID Cap Rising Dividend Archievers ETF? First Trust SMID Cap Rising Dividend Archievers ETF's management fee is 0.60% and has no other recorded expenses or fee waivers. The net expense ratio for SDVY is 0.60%. What other stocks do shareholders of First Trust SMID Cap Rising Dividend Archievers ETF own? Based on aggregate information from My MarketBeat watchlists, some companies that other First Trust SMID Cap Rising Dividend Archievers ETF investors own include Bank of America (BAC), Siren DIVCON Leaders Dividend ETF (LEAD), NIO (NIO), Nokia Oyj (NOK), NVIDIA (NVDA), Sirius XM (SIRI), Verizon Communications (VZ), Zynga (ZNGA), AGNC Investment (AGNC) and ADT (ADT). What is First Trust SMID Cap Rising Dividend Archievers ETF's stock symbol? First Trust SMID Cap Rising Dividend Archievers ETF trades on the NASDAQ under the ticker symbol "SDVY." Who are First Trust SMID Cap Rising Dividend Archievers ETF's major shareholders? First Trust SMID Cap Rising Dividend Archievers ETF's stock is owned by many different institutional and retail investors. Top institutional shareholders include LPL Financial LLC (14.08%), Raymond James & Associates (4.82%), Wells Fargo & Company MN (3.51%), Osaic Holdings Inc. (3.22%), Osaic Holdings Inc. (3.22%) and Raymond James Financial Services Advisors Inc. (2.80%). How do I buy shares of First Trust SMID Cap Rising Dividend Archievers ETF? Shares of SDVY stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab. Compare Top Brokerages Here. What is First Trust SMID Cap Rising Dividend Archievers ETF's stock price today? One share of SDVY stock can currently be purchased for approximately $28.02. How much money does First Trust SMID Cap Rising Dividend Archievers ETF make? First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY) has a market capitalization of $1.21 billion. This page (NASDAQ:SDVY) was last updated on 9/28/2023 by MarketBeat.com Staff Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding First Trust SMID Cap Rising Dividend Archievers ETF Please log in to your account or sign up in order to add this asset to your watchlist. 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