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 Q3 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.58 M.
Top institutional holders include 克里夫·阿斯內斯 and 文藝復興科技.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $713,056.18 net outflow during the quarter.
Recent activity highlights 保羅·都鐸·瓊斯 who opened a new position. Conversely, 文藝復興科技 reduced exposure by 73.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.00% | Add 17.7% | 22,513 | $855,933 | Q3 2025 | |
| 0.00% | Reduce -73.6% | 10,200 | $387,799 | Q3 2025 | |
| 0.00% | New Buy | 6,368 | $242,108 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $713,056.18, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SDVY. The total reported sell value was $1.08 M.
Yes, 1 managers opened new positions in SDVY, and 1 increased their existing holdings. The total reported buy value was $370,499.85.