RDVY
First Trust Rising Dividend Achievers ETFRDVY Fund Description
RDVY tracks an index of 50 large-cap stocks with rising, high-quality dividends.
RDVY Factset Analytics Insight
RDVY holds 50 US large-cap stocks screened for dividend growth and quality. The fund seeks stable dividend payers, but not necessarily high yields. RDVY selects its holdings from the 1000 largest US-listed companies, excluding REITs. Firms must meet cash-to-debt and payout ratio thresholds to be eligible, and must have increased both dividends and earnings over the past few years. Eligible companies are ranked by a combination of recent dividend increases, current yield, and payout ratio, and the best 50 stocks are selected. RDVY is reconstituted each March and rebalanced quarterly. The portfolio is equally weighted. Prior to December 14, 2016, the fund traded as the First Trust NASDAQ Rising Dividend Achievers ETF.
RDVY MSCI ESG Analytics Insight
First Trust Rising Dividend Achievers ETF has an MSCI ESG Fund Rating of AA based on a score of 8.25 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Rising Dividend Achievers ETF ranks in the 93th percentile within its peer group and in the 99th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RDVY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
RDVY Summary Data
RDVY Portfolio Data
RDVY Index Data
RDVY Portfolio Management
RDVY Tax Exposures
RDVY Fund Structure
RDVY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RDVY. RDVY is rated a 5 out of 5.
RDVY Tradability
RDVY Sector/Industry Breakdown
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RDVY Top 10 Holdings[View All]
RDVY Countries
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RDVY Regions
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RDVY Economic Development
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RDVY Performance Statistics
RDVY MSCI ESG Ratings
RDVY Benchmark Comparison Summary
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RDVY Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.