Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.61% -0.54% 9.275M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.00% 44.39% -4.681M Upgrade

Basic Info

Investment Strategy
The First Trust ETF will seek to replicate, to the extent possible, the performance of an index of U.S. companies that have shown dividend consistency and dividend sustainability, initially the Morningstar® Dividend Leaders IndexSM. The Morningstar® Dividend Leaders IndexSM consist of stocks listed on one of the three major exchanges, NYSE, NYSE Amex or Nasdaq, that have shown dividend consistency and dividend sustainability. Real Estate Investment Trusts (REITs) are not included.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name U.S. Dividend & Income Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name FT Portfolios Canada Co
Prospectus Benchmark Index
Morningstar Div Leaders TR USD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 7.59 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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--
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% Rank in Cat (NAV)
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As of May 08, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
15.17%
-16.11%
29.07%
2.12%
25.21%
5.47%
0.93%
6.77%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
6.61%
--
--
23.34%
3.72%
29.55%
-13.17%
15.46%
5.23%
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--
--
--
9.64%
11.95%
-5.41%
18.20%
-9.26%
18.15%
4.42%
0.17%
7.76%
5.41%
4.26%
13.40%
-8.92%
18.62%
12.72%
-1.19%
11.59%
As of May 08, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash -0.52% Upgrade Upgrade
Stock 100.5% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The First Trust ETF will seek to replicate, to the extent possible, the performance of an index of U.S. companies that have shown dividend consistency and dividend sustainability, initially the Morningstar® Dividend Leaders IndexSM. The Morningstar® Dividend Leaders IndexSM consist of stocks listed on one of the three major exchanges, NYSE, NYSE Amex or Nasdaq, that have shown dividend consistency and dividend sustainability. Real Estate Investment Trusts (REITs) are not included.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name U.S. Dividend & Income Equity
Category Index Morningstar US Market TR CAD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name FT Portfolios Canada Co
Prospectus Benchmark Index
Morningstar Div Leaders TR USD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 7.59 yrs

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