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Morningstar

First Trust SMID Cp Rising Div Achv ETF SDVY

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDVY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDVY 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 SDVY’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

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 SDVY

More SDVY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Perdoceo Education Corp

1.37 56.0 Mil
Consumer Defensive

Dell Technologies Inc Ordinary Shares - Class C

1.15 47.3 Mil
Technology

Sylvamo Corp Ordinary Shares When Issued

1.15 47.1 Mil
Basic Materials

Kontoor Brands Inc

1.14 46.8 Mil
Consumer Cyclical

Phinia Inc

1.14 46.7 Mil
Consumer Cyclical

Garmin Ltd

1.14 46.5 Mil
Technology

Jackson Financial Inc

1.13 46.3 Mil
Financial Services

Corebridge Financial Inc

1.11 45.4 Mil
Financial Services

Meritage Homes Corp

1.10 45.1 Mil
Consumer Cyclical

Crane Co

1.10 44.9 Mil
Industrials