First Trust Rising Etf Profile
| RDVY Etf | USD 69.47 0.69 0.98% |
PerformanceSoft
| Odds Of DistressLow
|
First Trust is trading at 69.47 as of the 1st of January 2026; that is 0.98 percent decrease since the beginning of the trading day. The etf's open price was 70.16. First Trust has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat soft performance during the last 90 days. The performance scores are derived for the period starting the 3rd of October 2025 and ending today, the 1st of January 2026. Click here to learn more.
The fund will normally invest at least 90 percent of its net assets in the common stock and depositary receipts that comprise the index. Rising Dividend is traded on NASDAQ Exchange in the United States. More on First Trust Rising
Moving together with First Etf
First Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, First Trust (View all Sectors) |
| Issuer | First Trust |
| Inception Date | 2014-01-06 |
| Benchmark | Nasdaq US Rising Dividend Achievers Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 19.13 Billion |
| Average Trading Volume | 1.69 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | First Trust Advisors L.P. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | First Trust Portfolios L.P. |
| Portfolio Manager | Daniel Lindquist, Jon Erickson, David McGarel, Roger Testin, Stan Ueland, Chris Peterson, Erik Russo |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Sep |
| Exchange | NASDAQ |
| Number of Constituents | 75.0 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.48 |
| Management Fee | 0.48 |
| Country Name | USA |
| Returns Y T D | 21.02 |
| Name | First Trust Rising Dividend Achievers ETF |
| Currency Code | USD |
| Open Figi | BBG005SW6WR1 |
| In Threey Volatility | 16.19 |
| 1y Volatility | 14.25 |
| 200 Day M A | 63.5826 |
| 50 Day M A | 68.1804 |
| Code | RDVY |
| Updated At | 31st of December 2025 |
| Currency Name | US Dollar |
First Trust Rising [RDVY] is traded in USA and was established 2014-01-06. The fund is listed under Large Value category and is part of First Trust family. The entity is thematically classified as High Dividend Yield ETFs. First Trust Rising at this time have 7.3 B in assets. , while the total return for the last 3 years was 19.2%.
Check First Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as First Trust Rising Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top First Trust Rising Etf Constituents
| TRV | The Travelers Companies | Stock | Financials | |
| IPG | Interpublic Group of | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care | |
| BBY | Best Buy Co | Stock | Consumer Discretionary | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| CMI | Cummins | Stock | Industrials | |
| NOC | Northrop Grumman | Stock | Industrials |
First Trust Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
First Trust Rising Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6265 | |||
| Semi Deviation | 0.8066 | |||
| Standard Deviation | 0.8236 | |||
| Variance | 0.6784 |
First Trust Rising Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Cosh Values Of First Trust Price Series is a hyperbolic price transformation function.
First Trust Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in First Trust Rising. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of First Trust Rising is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.