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First Trust Rising Dividend Achievers ETF(RDVY)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RDVY
11/12/2026: RDVY (5-star) is currently NOT-A-BUY. Pass it for now.
First Trust Rising Dividend Achievers ETF (RDVY) provides exposure to high-quality US stocks selected for their consistent dividend increases and disciplined financial ratios. Its main strengths include a rigorous, quality-focused screening process that avoids unsustainable dividends, paired with robust issuer backing from First Trust. It serves as an excellent core or satellite holding for investors seeking a balance between income growth and capital appreciation. Primary risks include sensitivity to interest rates and general equity market volatility, which can influence both dividend yields and stock valuations. The fund is best suited for long-term investors prioritizing total return over immediate, high-yield cash flow.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on dividend growth often captures companies with strong earnings momentum and capital appreciation potential. |
| Momentum investor | Mixed fit | The fund's systematic selection criteria can align with momentum during quality-led market rallies, but it is not a pure momentum strategy. |
| Value investor | Strong fit | The screening process naturally favors companies with disciplined financial management and valuations, appealing to value-oriented investors. |
| Dividend/Income investor | Strong fit | The fund is specifically designed for investors seeking a growing stream of dividend income rather than just high initial yield. |
| Low-risk investor | Mixed fit | While the focus on high-quality companies reduces risk, it remains an equity-only fund exposed to general market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking total return through a combination of capital appreciation and steady income growth.
Suitability
RDVY is best suited for long-term investors looking to build core equity exposure with a tilt toward financial quality and dividend growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an all-equity portfolio, it is subject to standard stock market price fluctuations. |
| Market risk | Medium / high | Broad economic downturns will negatively impact the performance of all underlying equity holdings. |
| Concentration | Medium | The sector-neutral and screen-based approach limits extreme concentration in any single industry. |
| Tracking/expense | Low | The expense ratio is transparent, though higher than basic passive S&P 500 index funds. |
| Liquidity | Low | The fund holds highly liquid, large-cap stocks, ensuring easy execution of trades. |
| Business/sector quality | Low | The fund's core strategy is to specifically select for high business quality, reducing this risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
RDVY exhibits moderate volatility, generally in line with its benchmark and broader US large-cap equities, buffered by its quality-stock focus.
Market Risk
The fund is fully invested in equities; therefore, it is inherently tied to the performance of the US market and the success of individual companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Financials | 28.5 | Financial sector exposure provides exposure to bank and insurance companies with strong cash flows. |
| Industry | Information Technology | 22 | Technology holdings offer growth potential combined with the dividend-paying discipline required by the index. |
| Industry | Industrials | 18 | Industrial stocks often provide stable, cyclical exposure with established dividend growth histories. |
| Industry | Consumer Discretionary | 15.5 | Consumer discretionary firms are selected based on their ability to sustain dividend increases during economic cycles. |
| Industry | Healthcare and Other | 16 | Broad sector diversification helps mitigate risk while capturing income opportunities across various economic pillars. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 30.92% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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