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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 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Watsco Inc Class A

0.60 58.1 Mil
Industrials

Texas Instruments Inc

0.59 57.4 Mil
Technology

Kimberly-Clark Corp

0.59 57.3 Mil
Consumer Defensive

Quest Diagnostics Inc

0.59 56.7 Mil
Healthcare

Analog Devices Inc

0.58 56.6 Mil
Technology

Philip Morris International Inc

0.58 56.5 Mil
Consumer Defensive

Novartis AG ADR

0.57 55.5 Mil
Healthcare

National Fuel Gas Co

0.57 55.3 Mil
Energy

Mondelez International Inc Class A

0.57 55.1 Mil
Consumer Defensive

Gentex Corp

0.57 55.1 Mil
Consumer Cyclical