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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.29 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $2.55 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Cliff Asness reduced exposure by 8.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
Major holders include Renaissance Technologies (RenTech) ($2.56 M), Cliff Asness ($1.04 M), Ken Fisher ($403,605). According to the latest reported data, 3 tracked investment managers collectively hold approximately 101,498 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.55 M, with 2 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SDVY. The total reported sell value was $407,261.34.
Yes, 2 managers opened new positions in SDVY, and 0 increased their existing holdings. The total reported buy value was $2.96 M.