Fund Description |
The First Trust SMID Cap Rising Dividend Achievers ETF, seeks investment results that correspond generally to the price and yield (before the Funds 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 composed of the securities of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future ("Index Securities"). The Index is designed to provide access to a portfolio of small and mid capitalization income producing securities. |
Fund Profile |
Fund Name |
First Trust SMID Cap Rising Dividend Archievers ETF |
Fund Exchange Ticker |
SDVY |
Fund Sponsor |
First Trust |
Fund ISIN |
US33741X1028 |
Net Expense Ratio |
0.60 % |
Fund Inception Date |
1 November 2017 |
Fund Legal Structure |
ETF (Open end fund) |
Exchange |
NASDAQ |
Listing Country Code |
US |
Fund Investment Objective |
ETF Type Specific |
US Equities - Dividend & Fundamental |
Asset Class |
Equities (Stocks) |
Index Linked |
Passive |
Index Name |
Nasdaq US Small Mid Cap Rising Dividend Achievers Index |
Index Provider |
Nasdaq |
Currency Hedged |
No |
Inverse / Leveraged |
Not Applicable |
Developed / Emerging |
Developed Market Funds |
Market Capitalization Range |
SMID (Small & Mid) Cap |
Growth Value |
Core / Blend |
Continent |
North America |
Key Statistics |
Return As of Date |
27 November 2023 |
Asset Under Management |
1814.18 Million (USD) |
1 Month Total Return |
8.49 % |
Year To Date Return |
11.86 % |
1 Year Total Return |
26.53 % |
3 Year Annualized Total Return |
17.57 % |
NAV |
29.12 |
Share Outstanding |
62,300,000 |