FirstTrustDorseyWrightMomt&LwVolatil ETF (DVOL)
29.59
-0.10
(-0.34%)
USD |
NASDAQ |
Apr 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.60% | -0.01% | 47.34M | 2988.70 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.03% | 150.0% | -22.11M | 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 Low Volatility TM Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Dorsey Wright Momt Plus Low Volatil USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.58 yrs |
| Daniel Lindquist | 5.58 yrs |
| David McGarel | 5.58 yrs |
| Jon Erickson | 5.58 yrs |
| Roger Testin | 5.58 yrs |
| Stan Ueland | 5.58 yrs |
| Erik Russo | 3.16 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 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 Low Volatility TM Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ U.S. Large Mid Cap Index TM that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| Dorsey Wright Momt Plus Low Volatil USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 5.58 yrs |
| Daniel Lindquist | 5.58 yrs |
| David McGarel | 5.58 yrs |
| Jon Erickson | 5.58 yrs |
| Roger Testin | 5.58 yrs |
| Stan Ueland | 5.58 yrs |
| Erik Russo | 3.16 yrs |