First Trust Rising Dividend Achievers ETF

RDVY

Market cap $20.7B

The First Trust Rising Dividend Achievers ETF offers quality, pro-growth dividend exposure but lacks yield spark and consistent yield growth. RDVY's methodology favors dividend growth, strong balance sheets, and sector diversification, resulting in high cyclical and tech exposure, not defensive income. Yield remains below 2% with unreliable growth; total returns mimic SPY, outperforming only when cyclicals and semis lead.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the First Trust Rising Dividend Achievers ETF (RDVY) is a passively managed exchange traded fund launched on January 7, 2014.

RDVY is comprised of 50 U.S. securities selected based on their dividend yields, dividend growth rates, debt levels, and earnings growth rates. I estimate the fund currently yields only 0.88%.

Funds investing in high -yielding stocks like Exxon Mobil, Ford, Coca-Cola and Walmart are blowing it out of the water.

Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the First Trust Rising Dividend Achievers ETF (RDVY) is a smart beta exchange traded fund launched on 01/07/2014.

This ETF has been a leader in its category for a decade. It taps into two things investors love: dividends and tech stocks.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the First Trust Rising Dividend Achievers ETF (RDVY), a passively managed exchange traded fund launched on January 7, 2014.

First Trust Rising Dividend Achievers ETF remains a strong buy for low-risk investors seeking quality dividend growth and capital preservation. RDVY's systematic approach ensures exposure to high-quality dividend payers, with a focus on financials, technology, and industrials, and quarterly rebalancing. While RDVY underperforms traditional index ETFs like SPY in total return, it excels at reducing volatility and preserving capital during market downturns.

Making its debut on 01/07/2014, smart beta exchange traded fund First Trust Rising Dividend Achievers ETF (RDVY) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Added 55,611 shares of First Trust Rising Dividend Achievers ETF, with an estimated transaction value of $3.61 million based on the average share price for the quarter. Trade represents 1.81% of reportable assets under management (AUM) for the quarter.