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First Trust Rising Dividend Achiev ETF RDVY

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis RDVY

Will RDVY outperform in future?

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

First Trust Rising Dividend Achiev ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings RDVY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lam Research Corp

2.37 226.8 Mil
Technology

Reliance Inc

2.35 225.0 Mil
Basic Materials

American Express Co

2.35 224.7 Mil
Financial Services

Discover Financial Services

2.25 215.0 Mil
Financial Services

Mueller Industries Inc

2.22 212.1 Mil
Industrials

Mastercard Inc Class A

2.22 211.9 Mil
Financial Services

JPMorgan Chase & Co

2.17 207.4 Mil
Financial Services

Nucor Corp

2.17 207.2 Mil
Basic Materials

Abbott Laboratories

2.16 206.8 Mil
Healthcare

Visa Inc Class A

2.15 205.8 Mil
Financial Services