First Trust Dorsey Wright Momt & Val 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 & Value ETF DVLU
Morningstar’s Analysis DVLU
Will DVLU 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 DVLU 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 DVLU’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 33.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Dell Technologies Inc Ordinary Shares - Class C | 5.75 | 2M | Technology |
TD Synnex Corp | 3.91 | 2M | Technology |
Invesco Ltd | 3.42 | 1M | Financial Services |
Delta Air Lines Inc | 3.38 | 1M | Industrials |
General Motors Co | 3.30 | 1M | Consumer Cyclical |
Citigroup Inc | 2.87 | 1M | Financial Services |
First Citizens BancShares Inc Class A | 2.85 | 1M | Financial Services |
Popular Inc | 2.83 | 1M | Financial Services |
Old National Bancorp | 2.78 | 1M | Financial Services |
Archer-Daniels-Midland Co | 2.77 | 1M | Consumer Defensive |
United States