FirstTrust S&P500 DvrsDiv AristocratsETF (KNGZ)
31.46
+0.15
(+0.48%)
USD |
NASDAQ |
May 14, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.50% | -0.06% | 33.06M | 7312.83 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.79% | 52.00% | 3.550M | 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 S&P 500 Sector-Neutral Dividend Aristocrats. The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts. |
| 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 | Equity-Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| S&P 500 Sector-Neutral Div Aristo TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 6.87 yrs |
| Daniel Lindquist | 6.87 yrs |
| David McGarel | 6.87 yrs |
| Jon Erickson | 6.87 yrs |
| Roger Testin | 6.87 yrs |
| Stan Ueland | 6.87 yrs |
| Erik Russo | 3.33 yrs |
Performance Versus Category
As of May 14, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 14, 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 S&P 500 Sector-Neutral Dividend Aristocrats. The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts. |
| 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 | Equity-Income |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| S&P 500 Sector-Neutral Div Aristo TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 6.87 yrs |
| Daniel Lindquist | 6.87 yrs |
| David McGarel | 6.87 yrs |
| Jon Erickson | 6.87 yrs |
| Roger Testin | 6.87 yrs |
| Stan Ueland | 6.87 yrs |
| Erik Russo | 3.33 yrs |