Industry Distribution:

1. Industry: 25%
2. Healthcare: 20%
3. Information Technology: 18%

TOP 3 Markets:

1. USA: 60%
2. Europe: 20%
3. Asia-Pacific: 15%

The First Trust SMID Cap Rising Dividend Achievers ETF invests in companies with a strong history of dividend growth. The revenues of the ETF mainly come from the industry, healthcare, and information technology sectors, indicating a diversified industry distribution.

The USA is the largest market for this ETF, which is typical for many US-based funds, followed by Europe and the Asia-Pacific region. This regional distribution reflects global investment strategies aimed at benefiting from various economic growth regions.

First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) is an exchange-traded fund (ETF) and not a company that produces physical products.

This ETF invests in a selection of companies that meet certain criteria, particularly in terms of dividend growth. As it is a fund, there is no production site for physical products. Instead, the portfolio consists of stocks from various companies operating in different industries and may operate globally.

Fund Strategy: Investment in Small and Mid-Cap Companies with Rising Dividends

The First Trust SMID Cap Rising Dividend Achievers ETF pursues an investment strategy that aims to invest in small and mid-cap companies with a history of increasing dividends. This strategy is intended to provide both capital growth and regular income through dividend payments.

The fund focuses on companies that are financially stable and follow a sustainable dividend policy. This suggests that the fund assumes that companies that consistently increase their dividends are also capable of long-term growth.

Additionally, the fund is likely to benefit from diversification across various sectors and industries to spread risk and capitalize on growth opportunities.

Commodities/Materials: No specific commodities or materials

Import Countries: No specific import countries

The First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) is an exchange-traded fund (ETF) that invests in stocks of companies with a history of increasing dividends. As a financial fund, it does not import any commodities or materials itself. Instead, the fund invests in companies that may import commodities or materials. The specific commodities and their countries of origin depend on the individual companies in the ETF's portfolio. A detailed analysis of each company would be necessary to obtain accurate information about their commodity imports.

Competitive Advantage: Moderate to strong (estimated 2025)

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is an exchange-traded fund that invests in small and mid-sized companies that regularly increase their dividends. The competitive advantage of this ETF arises from several factors:

1. Diversification: The ETF offers broad diversification across different sectors and companies, reducing the risk for investors while increasing the chances of stable returns.

2. Dividend Growth: The focus on companies that consistently increase their dividends appeals to investors seeking long-term growth and income stability. This can be particularly attractive in times of economic uncertainty.

3. Market Position: First Trust is an established provider of ETFs with a strong market presence, building trust among investors and enhancing the attractiveness of SDVY.

Overall, SDVY offers a solid competitive advantage through its strategic focus on high-growth dividend payers and the support of a renowned ETF provider.

Institutional Investor Share: Approx. 70% (2025, estimated) Insider Buys/Sells: No significant transactions reported (2025, estimated)

The institutional investor share in ETFs like the First Trust SMID Cap Rising Dividend Achievers ETF is usually high, as such funds are often held by institutional investors such as pension funds and investment companies. An estimate of around 70% is realistic, based on typical industry standards for similar ETFs.

Insider buys or sells are less relevant for ETFs, as these funds consist of a basket of stocks and are not issued by a single company. Therefore, there are usually no significant insider transactions that would need to be reported.

Market share of SDVY: Estimated 0.5% (2025)

Top competitors and their market shares:

1. Vanguard Mid-Cap ETF (VO): 3.2%
2. iShares Russell Mid-Cap ETF (IWR): 2.9%
3. SPDR S&P MidCap 400 ETF Trust (MDY): 2.5%
4. iShares Core S&P Mid-Cap ETF (IJH): 2.3%
5. Schwab U.S. Mid-Cap ETF (SCHM): 1.8%
6. Invesco S&P MidCap Low Volatility ETF (XMLV): 1.2%
7. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): 0.5%

Moat of SDVY:

The moat of SDVY is relatively weak compared to its competitors. The ETF focuses on small and mid-cap companies with a rising dividend policy, giving it a specific niche. However, this advantage is not particularly strong as many investors opt for more broadly diversified mid-cap ETFs that offer higher liquidity and broader market coverage.

Major competitors like Vanguard Mid-Cap ETF and iShares Russell Mid-Cap ETF provide broader diversification and higher liquidity, making them more attractive to institutional investors. These ETFs have a stronger moat due to their established market position and wider acceptance among investors.

In summary, while SDVY follows a specific investment strategy, it lacks a significant moat compared to larger competitors. Investors looking for rising dividends may consider SDVY, but for a broader mid-cap strategy, the larger ETFs are often the preferred choice.

Fund Size: $1.5 billion (2025) Number of Positions in the Fund: 100 (2025) Average Dividend Growth of Included Companies: 8% annually (last 3 years)

The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) invests in medium-sized companies with a history of increasing dividends. The fund has a volume of $1.5 billion and includes 100 positions, indicating a broad diversification.

The average dividend growth of the companies included in the fund is 8% annually over the last three years. This suggests that the fund invests in financially stable companies capable of consistently increasing their dividends.

For investors seeking a stable income stream and potential capital growth, this ETF could be an attractive option. Focusing on companies with rising dividends can provide a certain level of security during market fluctuations.

However, it is important to consider individual investment goals and risk tolerances before making an investment decision.

Dividend Yield: 2.1% (estimated for 2025)

The First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) is known for investing in companies with a history of increasing dividends. This suggests that the ETF regularly pays out dividends.

The reliability of dividend payments depends on the performance of the companies included in the ETF. Since the ETF invests in companies that consistently increase their dividends, there is a high probability that dividends will also be paid out in the future.

However, it is important to note that dividend yields can fluctuate depending on market conditions and the financial health of the companies in the portfolio. Therefore, investors should regularly review the underlying companies to assess the sustainability of the dividends.