Morningstar

First Trust Rising Dividend Achievers ETF RDVY

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

Morningstar’s Analysis RDVY

Will RDVY outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Rising Dividend Achiev ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RDVY

More RDVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

2.75 695M
Technology

Lam Research Corp

2.74 690M
Technology

KLA Corp

2.46 620M
Technology

Micron Technology Inc

2.37 598M
Technology

GE Vernova Inc

2.32 584M
Industrials

NVIDIA Corp

2.25 568M
Technology

Meta Platforms Inc Class A

2.23 563M
Communication Services

The Travelers Companies Inc

2.21 556M
Financial Services

Microsoft Corp

2.14 541M
Technology

Ross Stores Inc

2.14 539M
Consumer Cyclical

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