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First Trust Dorsey Wright Momt & Val ETF DVLU

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis DVLU

Will DVLU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings DVLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corebridge Financial Inc

3.41 1.0 Mil
Financial Services

Tenet Healthcare Corp

3.37 1.0 Mil
Healthcare

Reinsurance Group of America Inc

3.30 981,194
Financial Services

Meritage Homes Corp

2.98 885,687
Consumer Cyclical

Old Republic International Corp

2.93 871,234
Financial Services

American International Group Inc

2.91 865,987
Financial Services

First Citizens BancShares Inc Class A

2.82 839,450
Financial Services

Taylor Morrison Home Corp

2.80 832,627
Consumer Cyclical

Capital One Financial Corp

2.78 827,813
Financial Services

OneMain Holdings Inc

2.75 818,640
Financial Services