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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% 0.02% 9.982B 678157.3
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.05% 57.00% 657.71M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield (before fees and expenses) of the NASDAQ U.S. Rising Dividend Achievers TM Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stock and depositary receipts that comprise the index. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization companies with a history of raising their dividends while exhibiting the characteristics to continue to do so in the future by including companies with strong cash balances, low debt and increasing earnings.
General
Security Type Exchange-Traded Fund
Equity Style Mid 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
NASDAQ US Rising Div Achiever TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Lindquist 10.24 yrs
David McGarel 10.24 yrs
Jon Erickson 10.24 yrs
Roger Testin 10.24 yrs
Stan Ueland 10.24 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 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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% Rank in Cat (NAV)
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As of April 18, 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
22.75%
-9.91%
37.70%
13.43%
31.13%
-13.28%
20.37%
3.08%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
14.83%
-6.32%
22.62%
-4.91%
31.68%
1.82%
1.16%
0.53%
11.69%
-7.39%
22.60%
-5.68%
23.18%
7.95%
-0.20%
1.17%
18.47%
-13.61%
24.72%
-0.42%
29.20%
-3.74%
10.07%
3.16%
12.52%
-3.48%
26.57%
-0.07%
25.06%
-5.30%
4.10%
-0.61%
As of April 18, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.04% Upgrade Upgrade
Stock 99.96% 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 investment seeks investment results that correspond generally to the price and yield (before fees and expenses) of the NASDAQ U.S. Rising Dividend Achievers TM Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stock and depositary receipts that comprise the index. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization companies with a history of raising their dividends while exhibiting the characteristics to continue to do so in the future by including companies with strong cash balances, low debt and increasing earnings.
General
Security Type Exchange-Traded Fund
Equity Style Mid 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
NASDAQ US Rising Div Achiever TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Daniel Lindquist 10.24 yrs
David McGarel 10.24 yrs
Jon Erickson 10.24 yrs
Roger Testin 10.24 yrs
Stan Ueland 10.24 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 yrs

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