Skip to Content
Morningstar

First Trust Rising Dividend Achiev ETF RDVY

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

Morningstar’s Analysis RDVY

Will RDVY 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 RDVY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RDVY 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 RDVY’s parent organization’s priorities and whether they’re in line with investors’ interests.

First Trust Rising Dividend Achiev ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RDVY

More RDVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

2.50 263.9 Mil
Financial Services

Qualcomm Inc

2.47 261.5 Mil
Technology

Equitable Holdings Inc

2.29 241.9 Mil
Financial Services

KLA Corp

2.24 236.7 Mil
Technology

Mueller Industries Inc

2.22 234.4 Mil
Industrials

Garmin Ltd

2.21 233.6 Mil
Technology

Bank of America Corp

2.20 233.0 Mil
Financial Services

Applied Materials Inc

2.18 231.1 Mil
Technology

Apple Inc

2.16 228.7 Mil
Technology

American Express Co

2.14 226.6 Mil
Financial Services