Morningstar

First Trust Rising Dividend Achievers ETF RDVY

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

Morningstar’s Analysis RDVY

Will RDVY 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Rising Dividend Achiev ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 22.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Travelers Companies Inc

2.42 615M
Financial Services

Automatic Data Processing Inc

2.32 588M
Technology

Visa Inc Class A

2.26 575M
Financial Services

Microsoft Corp

2.22 564M
Technology

Accenture PLC Class A

2.20 557M
Technology

Allstate Corp

2.17 551M
Financial Services

Bank of New York Mellon Corp

2.15 545M
Financial Services

Expedia Group Inc

2.13 542M
Consumer Cyclical

NVIDIA Corp

2.13 540M
Technology

Chubb Ltd

2.12 538M
Financial Services

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