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Upturn AI SWOT - About
First Trust Rising Dividend Achievers ETF (RDVY)
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Upturn Advisory Summary
09/16/2025: RDVY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.77% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 50.13 - 63.87 | Updated Date 06/29/2025 |
52 Weeks Range 50.13 - 63.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Rising Dividend Achievers ETF
ETF Overview
Overview
The First Trust Rising Dividend Achievers ETF (RDVY) seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ US Rising Dividend Achievers Index. The fund focuses on US companies with a history of raising dividends.
Reputation and Reliability
First Trust is a well-established ETF issuer with a generally positive reputation. They offer a diverse range of ETFs.
Management Expertise
First Trust has a dedicated management team with experience in portfolio management and ETF structuring.
Investment Objective
Goal
The investment objective of RDVY is to track the performance of the NASDAQ US Rising Dividend Achievers Index.
Investment Approach and Strategy
Strategy: RDVY tracks the NASDAQ US Rising Dividend Achievers Index, which selects companies based on dividend increase history and other financial criteria.
Composition The ETF primarily holds stocks of US companies that have a consistent history of increasing their dividend payments.
Market Position
Market Share: RDVY's market share in the dividend ETF category is moderate.
Total Net Assets (AUM): 3020000000
Competitors
Key Competitors
- VIG
- SCHD
- DVY
Competitive Landscape
The dividend ETF market is highly competitive, with numerous funds offering similar strategies. RDVY differentiates itself with its focus on rising dividends and a proprietary index. Competitors like VIG have larger AUM, which means higher liquidity. The unique index methodology can provide distinct performance relative to peers.
Financial Performance
Historical Performance: Historical performance data should be reviewed directly from fund's official resources.
Benchmark Comparison: Performance data should be reviewed directly from fund's official resources to compare to the index.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
RDVY's average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of companies within the index all influence RDVY's performance.
Growth Trajectory
RDVY's growth depends on the continued adoption of dividend growth strategies and the performance of its underlying holdings. There have been no changes to the stated investment strategy and holdings that are known.
Moat and Competitive Advantages
Competitive Edge
RDVY's competitive advantage lies in its focus on companies with a proven track record of raising dividends. This can lead to a potentially higher quality portfolio compared to broader dividend ETFs. The index methodology includes factors beyond just dividend increases, which are designed to enhance risk-adjusted returns. However, it is important to consider that past dividend growth is not indicative of future performance. Furthermore, the concentration of holdings within RDVY may affect performance, especially in volatile markets.
Risk Analysis
Volatility
RDVY's volatility is comparable to that of other dividend-focused ETFs.
Market Risk
RDVY is subject to market risk, including the risk of dividend cuts or suspensions by its underlying holdings. Changes in interest rates can affect the valuation of dividend stocks.
Investor Profile
Ideal Investor Profile
RDVY is suitable for investors seeking a growing stream of income and long-term capital appreciation.
Market Risk
RDVY is best for long-term investors looking for a combination of income and growth.
Summary
First Trust Rising Dividend Achievers ETF (RDVY) seeks to track the NASDAQ US Rising Dividend Achievers Index, which focuses on US companies with a history of increasing dividends. This fund is suitable for long-term investors seeking a rising stream of income and capital appreciation with a reasonable expense ratio. While the fund differentiates itself with its dividend growth focus, investors should consider the moderate trading volume and potential market risks. The fund presents a good option for those looking to invest in dividend-paying companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Rising Dividend Achievers ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stock and depositary receipts that comprise the index. According to the index Provider, the index measures the performance of a selection of securities that have increased their dividend value over the previous three year and five-year annual periods. The index is comprised of four Sub-Portfolios.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.