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First Trust Value Line® Dividend ETF FVD

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.

Controls risk and delivers yield, for a fee.

Associate Analyst Zachary Evens

Zachary Evens

Associate Analyst

Summary

First Trust Value Line Dividend ETF FVD marries a yield-seeking directive with targeted quality screens that focus the portfolio on only the safest dividend payers. This approach effectively controls risk and should help the fund overcome its 0.67% expense ratio and deliver better risk-adjusted returns than the Russell 1000 Value Index. The fund earns a Morningstar Analyst Rating of Bronze.

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Portfolio Holdings FVD

  • Current Portfolio Date
  • Equity Holdings 161
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Crown Castle Inc

0.69
73,350,923
Real Estate
0.66
71,133,767
Consumer Cyclical
0.65
70,090,592
Basic Materials
0.65
69,892,088
Utilities
0.65
69,887,244
Utilities
0.65
69,536,380
Industrials
0.65
69,414,899
Technology
0.65
69,318,918
Financial Services
0.65
69,126,654
Financial Services
0.65
69,121,663
Industrials