First Trust Dorsey Wright Momt & Div 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.
First Trust Dorsey Wright Momentum & Dividend ETF DDIV
Morningstar’s Analysis DDIV
Will DDIV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AGNC Investment Corp | 5.30 | 4M | Real Estate |
Omega Healthcare Investors Inc | 4.34 | 3M | Real Estate |
Edison International | 3.66 | 2M | Utilities |
Invesco Ltd | 3.57 | 2M | Financial Services |
Philip Morris International Inc | 3.34 | 2M | Consumer Defensive |
HF Sinclair Corp | 3.18 | 2M | Energy |
U.S. Bancorp | 3.18 | 2M | Financial Services |
Iron Mountain Inc | 3.16 | 2M | Real Estate |
Antero Midstream Corp | 2.93 | 2M | Energy |
Watsco Inc Ordinary Shares | 2.72 | 2M | Industrials |
United States