First Trust Dorsey Wright Momt & Div ETF (DDIV)
32.88
+0.32
(+0.97%)
USD |
NASDAQ |
Apr 23, 16:00
32.97
+0.09
(+0.28%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.60% | -0.04% | 46.05M | 7388.30 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.63% | 197.0% | -15.89M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Dividend Yield TM Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is designed to track the overall performance of the 50 stocks with the highest dividend yield comprising the NASDAQ U.S. Large Mid Index TM that still maintain high levels of "relative strength." |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Value |
Category Index | Russell Mid Cap Value TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Equity-Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Dorsey Wright Mom Pl Divid Yld TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 10.07 yrs |
David McGarel | 10.07 yrs |
Jon Erickson | 10.07 yrs |
Roger Testin | 10.07 yrs |
Stan Ueland | 10.07 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.16 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Dividend Yield TM Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is designed to track the overall performance of the 50 stocks with the highest dividend yield comprising the NASDAQ U.S. Large Mid Index TM that still maintain high levels of "relative strength." |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Value |
Category Index | Russell Mid Cap Value TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Equity-Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Dorsey Wright Mom Pl Divid Yld TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 10.07 yrs |
David McGarel | 10.07 yrs |
Jon Erickson | 10.07 yrs |
Roger Testin | 10.07 yrs |
Stan Ueland | 10.07 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.16 yrs |