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 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Materials Inc

3.69 905M
Technology

Lam Research Corp

3.31 812M
Technology

KLA Corp

3.01 738M
Technology

GE Vernova Inc

2.59 636M
Industrials

Bank of New York Mellon Corp

2.38 584M
Financial Services

The Travelers Companies Inc

2.26 554M
Financial Services

Ross Stores Inc

2.24 550M
Consumer Cyclical

Allstate Corp

2.14 525M
Financial Services

Bank of America Corp

2.12 520M
Financial Services

Alphabet Inc Class A

2.08 510M
Communication Services

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