First Trust SMID Cap Rising Dividend Achievers ETF

First Trust Exchange-Traded Fund VI · Series S000059604 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:SDVY
$10.10B NAV
168 positions · as of 2026-03-31 · filed 2026-05-21
data updated 2026-08-17

Fund profile

As filed in the prospectus · 2026 Q1

The First Trust SMID Cap Rising Dividend Achievers ETF (the Fund ) 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 TM Index (the Index ).

Strategy · summarised

The fund tracks the Nasdaq US Small Mid Cap Rising Dividend Achievers Index using an indexing approach, holding securities that have increased dividends over three and five year periods, maintain positive earnings growth, and sustain conservative payout ratios below 65%. The Index is reconstituted quarterly across four sub-portfolios, each rebalanced annually to equal weight, which may result in higher portfolio turnover. Because the fund holds all Index constituents and the Index itself undergoes quarterly reconstitution, the fund's composition changes materially each quarter as securities are added and removed based on dividend growth and financial metrics.

Expenses
0.58%one share class
Share classExpense ratio
SDVY0.58%

Portfolio turnover 85.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.99%
of net assets
Stocks99.91%
Cash & short-term0.08%

Latest quarter

What changed since the fund's previous filing

2026Q1 vs 2025Q4: 13 new22 exited

Largest new: PNFP, SNX, TPC, VOYA, ASB, Everest Group Ltd, FIBK, ATR

Largest exited: Cadence Bank, Tecnoglass Inc, Pinnacle Financial Partners In, HCC, CAH, DDS, FSS, SHOO

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Comfort Systems USA Inc.FIX1.51%$152.59M
EnerSysENS1.27%$128.51M
Weatherford International Plc1.22%$123.39M
Clear Secure IncYOU1.19%$120.35M
Primoris Services Corp.PRIM1.11%$112.07M
The New York Times CompanyNYT1.11%$111.96M
Woodward Inc.WWD1.10%$111.61M
Pricesmart IncPSMT1.06%$107.20M
Powell Industries Inc.POWL1.06%$107.12M
Emcor Group IncEME1.05%$106.59M
Showing 10 of 168Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-03-31 — not a live quote, and not what the fund paid.

Top 10 positions are 11.69% of net assets, top 25 25.95%, across 168 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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