First Trust Rising Dividend Achievers ETF (RDVY)
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Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar?
Launched on January 7, 2014, the First Trust Rising Dividend Achievers ETF (RDVY) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
RDVY Produces Capital Growth With Little Income
The First Trust Rising Dividend Achievers ETF is rated Hold due to mixed risk-return dynamics and a disappointing dividend profile. RDVY screens for companies with rising dividends, positive earnings growth, and a cash-to-debt ratio above 50%, resulting in a multi-cap, value-tilted portfolio. The fund's sector allocation skews heavily toward financials (29.4%), technology, and industrials, with minimal exposure to defensive sectors.
Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar?
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.
First Trust Rising Dividend Achievers ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 149,402 | $8.65M | $11.91M | $3.26M | 37.63% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 6,738 | $451,864.61 | $533,956.18 | $82,091.57 | 18.17% |
 Curtis Ellergodt Rothschild Investment LLC | 1,182 | $72,198.71 | $93,295.26 | $21,096.55 | 29.22% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 5.67M | $459.51M | $447.44M | -$12.07M | -2.63% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 2,939 | $173,812.45 | $235,061.22 | $61,248.77 | 35.24% |
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First Trust Rising Dividend Achievers ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
This describes a financially oriented firm focused on investment strategies that prioritize dividend growth through securities. The firm's strategy is set on channeling at least 90% of its net assets, including leverage from investment borrowings, towards the acquisition of common stock and depositary receipts. These financial instruments are selected based on their inclusion in a particular index, which is meticulously designed to represent a broad spectrum of businesses. Specifically, the fund targets entities across various sizes—from small to large capitalizations—ensuring a diversified portfolio. A key criterion for inclusion in the index is a history of consistent dividend growth paired with the financial health to sustain such growth going forward. This includes a careful evaluation of companies based on their cash reserves, debt levels, and potential for earnings growth, ensuring that only those with the most robust financial indicators are selected for investment.
Products and Services
- Common Stock and Depositary Receipts
Investments primarily focus on common stocks and depositary receipts that are part of a specific index. These instruments are chosen for their potential to provide stable and growing dividends, making them suitable for investors looking for consistent income alongside capital growth opportunities. The selection heavily relies on the financial stability and performance of the companies, ensuring a careful screening process that favors entities with solid balance sheets and promising futures.
- Diversified Investment Portfolio
Offering access to a mixed bag of small, medium, and large capitalization companies, the fund ensures a well-diversified investment portfolio. This strategy is aimed at mitigating risk by spreading investments across various sectors and company sizes, thus offering investors a hedge against market volatility. The diverse nature of the portfolio also opens up multiple avenues for growth, driven by the varying economic cycles and growth stages of the companies included.
- Dividend Growth Strategy
Centered around companies with a proven track record of increasing dividends, the investment strategy focuses on firms that not only have demonstrated the ability to raise dividends but also show the characteristics of being able to continue doing so. By investing in companies with healthy cash flows, low leverage, and increasing profitability, the fund aims to deliver not just immediate income through dividends, but also long-term capital appreciation.
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