First Trust Rising Dividend Achiev ETF (RDVY)
53.37
+0.32
(+0.60%)
USD |
NASDAQ |
Apr 19, 16:00
53.37
0.00 (0.00%)
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 |
---|---|---|---|
0.49% | 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
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
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 |