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First Trust Value Line® Dividend ETF FVD

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

Morningstar’s Analysis FVD

Will FVD 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 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.

A pricy yet appealing dividend ETF.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

First Trust Value Line Dividend ETF FVD effectively targets only the safest dividend-payers in the U.S. market. For investors willing to stomach its 0.65% fee, this index fund should deliver on its promise of a solid yield and relatively stable return stream.

by Zachary Evens
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 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CVS Health Corp

0.55 51.8 Mil
Healthcare

Canadian Imperial Bank of Commerce

0.55 51.7 Mil
Financial Services

Northwest Natural Holding Co

0.54 51.3 Mil
Utilities

Royal Bank of Canada

0.54 51.2 Mil
Financial Services

Sensient Technologies Corp

0.54 50.8 Mil
Basic Materials

Juniper Networks Inc

0.54 50.6 Mil
Technology

T-Mobile US Inc

0.54 50.6 Mil
Communication Services

CNA Financial Corp

0.53 50.5 Mil
Financial Services

Starbucks Corp

0.53 50.4 Mil
Consumer Cyclical

Nike Inc Class B

0.53 50.4 Mil
Consumer Cyclical