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First Trust Value Line® Dividend ETF FVD

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FVD

Will FVD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FVD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FVD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FVD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A pricy yet appealing dividend ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

First Trust Value Line Dividend ETF FVD effectively targets only the safest dividend-payers in the U.S. market. For investors willing to stomach its 0.65% fee, this index fund should deliver on its promise of a solid yield and relatively stable return stream.

by Zachary Evens
Rated on Published on

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Portfolio Holdings FVD

More FVD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVS Health Corp

0.60 56.7 Mil
Healthcare

AbbVie Inc

0.57 53.7 Mil
Healthcare

T-Mobile US Inc

0.56 52.9 Mil
Communication Services

Novo Nordisk A/S ADR

0.56 52.5 Mil
Healthcare

Becton Dickinson & Co

0.55 52.3 Mil
Healthcare

JM Smucker Co

0.55 52.2 Mil
Consumer Defensive

Novartis AG ADR

0.55 52.0 Mil
Healthcare

Air Products & Chemicals Inc

0.55 52.0 Mil
Basic Materials

Abbott Laboratories

0.55 52.0 Mil
Healthcare

Starbucks Corp

0.55 51.8 Mil
Consumer Cyclical