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First Trust Rising Dividend Achiev ETF RDVY

Morningstar Medalist Rating
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.

  • 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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Magnolia Oil & Gas Corp Class A

2.21 222.3 Mil
Energy

EOG Resources Inc

2.17 218.4 Mil
Energy

Exxon Mobil Corp

2.17 217.8 Mil
Energy

Chesapeake Energy Corp Ordinary Shares - New

2.11 212.5 Mil
Energy

Jackson Financial Inc

2.10 211.6 Mil
Financial Services

Old Dominion Freight Line Inc Ordinary Shares

2.10 211.6 Mil
Industrials

Lam Research Corp

2.09 210.6 Mil
Technology

Applied Materials Inc

2.08 209.7 Mil
Technology

Nucor Corp

2.07 208.5 Mil
Basic Materials

Capital One Financial Corp

2.07 208.0 Mil
Financial Services