First Trust Morningstar Div Leaders ETF (FDL)
37.25
+0.63
(+1.72%)
USD |
NYSEARCA |
Apr 19, 16:00
37.24
-0.01
(-0.03%)
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 |
---|---|---|---|
0.44% | 0.03% | 3.845B | 709562.0 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
4.48% | 46.00% | -1.325B | 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 equity index called the MorningstarĀ® Dividend Leaders IndexSM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of the 100 highest-yielding stocks that have a consistent record of dividend payment and have the ability to sustain their dividend payments. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Morningstar Div Leaders TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 18.08 yrs |
David McGarel | 18.08 yrs |
Jon Erickson | 18.08 yrs |
Roger Testin | 18.08 yrs |
Stan Ueland | 18.08 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.25 yrs |
Performance Versus Category
As of April 19, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 19, 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 equity index called the MorningstarĀ® Dividend Leaders IndexSM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of the 100 highest-yielding stocks that have a consistent record of dividend payment and have the ability to sustain their dividend payments. It is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Value |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth and Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Morningstar Div Leaders TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Daniel Lindquist | 18.08 yrs |
David McGarel | 18.08 yrs |
Jon Erickson | 18.08 yrs |
Roger Testin | 18.08 yrs |
Stan Ueland | 18.08 yrs |
Chris Peterson | 8.04 yrs |
Erik Russo | 3.25 yrs |