First Trust Rising Etf Profile
| RDVY Etf | USD 72.27 0.94 1.28% |
PerformanceGood
| Odds Of DistressLow
|
First Trust is trading at 72.27 as of the 31st of January 2026; that is 1.28 percent decrease since the beginning of the trading day. The etf's open price was 73.21. First Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st 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 | 20.65 Billion |
| Average Trading Volume | 1.64 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 | 72.0 |
| Market Maker | RBC Capital Markets |
| Total Expense | 0.48 |
| Management Fee | 0.48 |
| Country Name | USA |
| Returns Y T D | 3.27 |
| Name | First Trust Rising Dividend Achievers ETF |
| Currency Code | USD |
| Open Figi | BBG005SW6WR1 |
| In Threey Volatility | 15.62 |
| 1y Volatility | 11.07 |
| 200 Day M A | 65.1178 |
| 50 Day M A | 70.0782 |
| Code | RDVY |
| Updated At | 31st of January 2026 |
| 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 17.4%.
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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.
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 | 0.6741 | |||
| Semi Deviation | 0.7107 | |||
| Standard Deviation | 0.8387 | |||
| Variance | 0.7034 |
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. First Trust Rising Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns.
First Trust Against Markets
First Etf Analysis Notes
First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 72 constituents with avarage daily trading value of 1.6 M. The fund charges 0.48 percent management fee with a total expences of 0.48 percent of total asset. The fund created five year return of 14.0%. First Trust Rising maintains 99.32% of assets in stocks. This fund last dividend was 0.165 per share. 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. To find out more about First Trust Rising contact the company at NA.First Trust Rising Investment Alerts
| Latest headline from thelincolnianonline.com: First Trust Rising Dividend Achievers ETF RDVY Stock Position Lifted by Crumly Associates Inc. | |
| The fund maintains 99.32% of its assets in stocks |
First Trust Thematic Classifications
In addition to having First Trust etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | High Dividend Yield ETFsUSA ETFs from High Dividend Yield clasification | |
| Strategy ETFsUSA ETFs from Strategy clasification |
Management Efficiency
First Trust's management efficiency ratios could be used to measure how well First Trust manages its routine affairs as well as how well it operates its assets and liabilities.The leadership approach at First Trust's fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Returns 3 Y 17.4 | Returns 5 Y 13.77 | Returns 1 Y 15.48 | Total Assets 20.2 B | Yield 1.11 |
Top First Trust Rising Etf Constituents
| UNM | Unum Group | Stock | |
| NVDA | NVIDIA | Stock | |
| ROST | Ross Stores | Stock | |
| PFG | Principal Financial Group | Stock | |
| TROW | T Rowe Price | Stock | |
| LPX | Louisiana Pacific | Stock | |
| TRV | The Travelers Companies | Stock | |
| AAPL | Apple Inc | Stock | |
| OMC | Omnicom Group | Stock | |
| ALLY | Ally Financial | Stock | |
| TXN | Texas Instruments Incorporated | Stock | |
| QCOM | Qualcomm Incorporated | Stock | |
| NTAP | NetApp Inc | Stock | |
| LRCX | Lam Research Corp | Stock | |
| AMAT | Applied Materials | Stock | |
| ALK | Alaska Air Group | Stock | |
| PHM | PulteGroup | Stock | |
| WSM | Williams Sonoma | Stock | |
| GS | Goldman Sachs Group | Stock | |
| ADP | Automatic Data Processing | Stock | |
| NOC | Northrop Grumman | Stock | |
| C | Citigroup | Stock | |
| INTC | Intel | Stock | |
| HPE | Hewlett Packard Enterprise | Stock | |
| ACN | Accenture plc | Stock | |
| HON | Honeywell International | Stock | |
| SBUX | Starbucks | Stock | |
| JEF | Jefferies Financial Group | Stock |
Institutional Etf Holders for First Trust
Have you ever been surprised when a price of an equity instrument such as First Trust is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading First Trust Rising backward and forwards among themselves. First Trust's institutional investor refers to the entity that pools money to purchase First Trust's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
First Trust Outstanding Bonds
First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust Rising uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust Rising has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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First Trust Predictive Daily Indicators
First Trust intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of First Trust etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
First Trust Forecast Models
First Trust's time-series forecasting models are one of many First Trust's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary First Trust's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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 manufacturing. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Understanding First Trust Rising requires distinguishing between market price and book value, where the latter reflects First's accounting equity. The concept of intrinsic value—what First Trust's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push First Trust's price substantially above or below its fundamental value.
It's important to distinguish between First Trust's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding First Trust should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, First Trust's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.