Guru Ownership Trend
Guru Analysis for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), a key player in the Market sector, continues to attract institutional attention.
As of Q4 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.47 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $76,027.57 net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 28.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
Major holders include Cliff Asness ($1.11 M), Paul Tudor Jones ($308,016). According to the latest reported data, 2 tracked investment managers collectively hold approximately 37,017 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $76,027.57, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited SDVY. The total reported sell value was $387,799.
Yes, 0 managers opened new positions in SDVY, and 2 increased their existing holdings. The total reported buy value was $311,771.43.