Morningstar

First Trust Value Line® Dividend Index Fund FVD

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FVD

Will FVD 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 FVD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Value Line® Dividend ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FVD

More FVD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Accenture PLC Class A

0.51 40M
Technology

Cboe Global Markets Inc

0.48 38M
Financial Services

Lockheed Martin Corp

0.47 37M
Industrials

NorthWestern Energy Group Inc

0.46 37M
Utilities

Pinnacle West Capital Corp

0.46 37M
Utilities

Amgen Inc

0.46 37M
Healthcare

Waste Management Inc

0.46 36M
Industrials

Keurig Dr Pepper Inc

0.46 36M
Consumer Defensive

CSX Corp

0.46 36M
Industrials

ExxonMobil Holdings Corp

0.46 36M
Energy

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