First Trust SMID Cap Rising Dividend Achievers ETF·Financial Services

BAM Wealth Management LLC lifted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ: SDVY) by 193.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,606 shares of the company's stock after purchasing an additional 26,101 shares during the period. First

Arvest Investments Inc. increased its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ: SDVY) by 10.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 263,558 shares of the company's stock after purchasing an additional 25,490

Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), a passively managed exchange traded fund launched on November 1, 2017.

Econ Financial Services Corp lifted its stake in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ: SDVY) by 26.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 179,719 shares of the company's stock after purchasing an additional 37,184 shares

Chris Bulman Inc increased its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ: SDVY) by 21.3% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 111,670 shares of the company's stock after acquiring an additional 19,587

FT Vest SMID Rising Dividend Achievers Tgt In ETF employs a buy-write strategy on a dividend growth portfolio, generating an 8.25% distribution yield. The fund is well-diversified but overweight in industrials and financials, with risk and return metrics similar to its non-optioned counterpart SDVY. High fees, tax inefficiency compared to SDVY, and historical patterns in similar ETFs like RYLD support a Sell rating.
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 normally invest at least 90% of its net assets (including investment borrowings) in securities that comprise the Index. The Index is comprised of a selection of small and mid-cap companies that have a history of raising their dividends and that exhibit the characteristics to potentially continue doing so in the future. The Index construction process considers a company's earnings growth, levels of cash compared to debt and the amount of earnings that are paid out as dividends.
Financial Services
Asset Management
2017-11-03
1.22
Market Peers





