

A smart beta exchange traded fund, the First Trust Rising Dividend Achievers ETF (RDVY) debuted on 01/07/2014, and offers broad exposure to the Style Box - Large Cap Value category of the market.

Advisortrust Partners LLC grew its position in First Trust Rising Dividend Achievers ETF (NASDAQ: RDVY) by 227.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,510 shares of the company's stock after acquiring an additional 7,296 shares during the quarter. Advisortrust

The First Trust Rising Dividend Achievers ETF has one of the best dividend ETF track records of the past decade. Its selection process focuses on quality fundamentals, growing dividends, and strong cash positions.

The First Trust Rising Dividend Achievers ETF is comprised of 50-200 U.S. securities selected for their high dividend growth rates, low dividend payout ratios, and high cash-to-total debt ratios. Its expense ratio is 0.47%. The approach favors investments in Financials and Technology, to which RDVY currently allocates more than 60% of its assets. With low debt and often low dividends, RDVY's companies can reinvest in growth opportunities or buy back shares, both of which they're currently doing at an above-average rate.

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.

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

The First Trust Rising Dividend Achievers ETF (RDVY) remains a buy for risk-averse investors seeking quality dividend payers with resilience during market uncertainty. RDVY has outperformed the S&P 500 recently, delivering a 31.2% total return over twelve months, but its dividend yield sits below 1%. The ETF's strict eligibility criteria focus on companies with rising dividends, strong cash-to-debt ratios, and positive EPS growth, favoring quality over yield.

First Horizon Corp increased its position in First Trust Rising Dividend Achievers ETF (NASDAQ: RDVY) by 1,826.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,205 shares of the company's stock after acquiring an additional 6,831 shares
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for RDVY and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.