The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
First Trust SMID Cp Rising Div Achv ETF SDVY
Morningstar’s Analysis SDVY
Will SDVY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Dell Technologies Inc Ordinary Shares - Class C | 1.56 | 68.7 Mil | Technology |
Perdoceo Education Corp | 1.28 | 56.0 Mil | Consumer Defensive |
Sylvamo Corp Ordinary Shares When Issued | 1.22 | 53.8 Mil | Basic Materials |
Phinia Inc | 1.21 | 53.3 Mil | Consumer Cyclical |
Jackson Financial Inc | 1.21 | 53.2 Mil | Financial Services |
Kontoor Brands Inc | 1.21 | 53.0 Mil | Consumer Cyclical |
EMCOR Group Inc | 1.19 | 52.1 Mil | Industrials |
Select Water Solutions Inc Class A | 1.18 | 51.7 Mil | Basic Materials |
Equitable Holdings Inc | 1.16 | 51.0 Mil | Financial Services |
Matson Inc | 1.16 | 50.8 Mil | Industrials |