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First Trust SMID Cp Rising Div Achv ETF SDVY

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis SDVY

Will SDVY outperform in future?

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

First Trust SMID Cp Rising Div Achv ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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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 SDVY

  • Current Portfolio Date
  • Equity Holdings 98
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 11.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.27
23,028,643
Technology
1.21
21,935,786
Consumer Cyclical
1.19
21,623,925
Financial Services
1.18
21,395,402
Consumer Cyclical
1.18
21,367,978
Basic Materials
1.17
21,212,939
Industrials
1.17
21,205,451
Consumer Cyclical
1.15
20,962,249
Financial Services
1.15
20,866,856
Financial Services
1.15
20,833,450
Financial Services