FT Vest SMID Rising Dividend Achievers Tgt In (SDVD)
20.81
+0.14
(+0.68%)
USD |
BATS |
May 16, 16:00
20.82
+0.01
(+0.05%)
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 |
|---|---|---|---|
| 0.85% | 0.34% | 457.22M | 219129.8 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.74% | 94.00% | 341.01M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide investors with current income and capital appreciation by investing in US exchange-traded equity securities in the Nasdaq US Small-Mid Cap Rising Dividend Achiever Index and using option strategy writing US exchange-traded call options on the Russell 2000 Index, or ETFs that track the index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Income |
| Peer Group | Equity Income Funds |
| Global Macro | Equity North America |
| US Macro | Equity Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Equity Income Funds |
| Fund Owner Firm Name | First Trust |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 17, 2025.
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.05% |
| Stock | 99.93% |
| Bond | 0.15% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.13% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide investors with current income and capital appreciation by investing in US exchange-traded equity securities in the Nasdaq US Small-Mid Cap Rising Dividend Achiever Index and using option strategy writing US exchange-traded call options on the Russell 2000 Index, or ETFs that track the index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Income |
| Peer Group | Equity Income Funds |
| Global Macro | Equity North America |
| US Macro | Equity Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Equity Income Funds |
| Fund Owner Firm Name | First Trust |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |