The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Rising Dividend Achiev ETF RDVY
Morningstar’s Analysis RDVY
Will RDVY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Garmin Ltd | 2.28 | 232.6 Mil | Technology |
Jackson Financial Inc | 2.27 | 231.8 Mil | Financial Services |
Equitable Holdings Inc | 2.18 | 222.7 Mil | Financial Services |
Mueller Industries Inc | 2.18 | 222.6 Mil | Industrials |
Synchrony Financial | 2.18 | 222.1 Mil | Financial Services |
Qualcomm Inc | 2.17 | 220.9 Mil | Technology |
EOG Resources Inc | 2.16 | 220.1 Mil | Energy |
American Express Co | 2.14 | 218.2 Mil | Financial Services |
Fifth Third Bancorp | 2.11 | 214.7 Mil | Financial Services |
Capital One Financial Corp | 2.10 | 214.5 Mil | Financial Services |