Skip to Content
Morningstar

First Trust Dorsey Wright Momt & Div ETF DDIV

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

Morningstar’s Analysis DDIV

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

  • People Pillar

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

First Trust Dorsey Wright Momt& Div ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 DDIV

More DDIV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OneMain Holdings Inc

5.81 3.1 Mil
Financial Services

Simon Property Group Inc

5.03 2.7 Mil
Real Estate

ONEOK Inc

4.39 2.4 Mil
Energy

Lamar Advertising Co Class A

4.07 2.2 Mil
Real Estate

Popular Inc

3.23 1.7 Mil
Financial Services

Packaging Corp of America

3.06 1.6 Mil
Consumer Cyclical

Corebridge Financial Inc

3.00 1.6 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

2.92 1.6 Mil
Financial Services

Jefferies Financial Group Inc

2.92 1.6 Mil
Financial Services

Iron Mountain Inc

2.85 1.5 Mil
Real Estate