First Trust Rising Dividend Achievers ETF

Shareclass
First Trust Rising Dividend Achiev ETF (RDVY)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund First Trust Rising Dividend Achievers ETF

FUND COVERAGE
# of holdings74
% of assets100%
Score
52 / 100
Rank

20.2 percentile

Group: U.S. Large Cap Equity

Rank: #1,167 out of 1,462

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Bank of America Corp
         % of fund invested: 0.52%
         $USD invested: $91.32M
  • 2. Mastercard Inc Class A
         % of fund invested: 0.95%
         $USD invested: $167.72M
  • 3. JPMorgan Chase & Co
         % of fund invested: 2.14%
         $USD invested: $377.25M
  • 4. Accenture PLC Class A
         % of fund invested: 1.47%
         $USD invested: $259.3M
  • 5. Johnson & Johnson
         % of fund invested: 0.54%
         $USD invested: $94.75M
  • 6. The Hartford Insurance Group Inc
         % of fund invested: 1.82%
         $USD invested: $322.12M
  • 7. Microsoft Corp
         % of fund invested: 2.2%
         $USD invested: $388.52M
  • 8. BlackRock Inc
         % of fund invested: 1.51%
         $USD invested: $266.09M
  • 9. eBay Inc
         % of fund invested: 2.17%
         $USD invested: $383.07M
  • 10. GE Aerospace
         % of fund invested: 1.79%
         $USD invested: $316.82M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mueller Industries Inc
         % of fund invested: 2.35%
         $USD invested: $414.87M
  • 2. Lennar Corp Class A
         % of fund invested: 1.32%
         $USD invested: $233.08M
  • 3. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.73%
         $USD invested: $128.73M
  • 4. Coca-Cola Consolidated Inc
         % of fund invested: 0.56%
         $USD invested: $98.73M
  • 5. PACCAR Inc
         % of fund invested: 1.77%
         $USD invested: $312.1M
  • 6. Cincinnati Financial Corp
         % of fund invested: 0.45%
         $USD invested: $80.35M
  • 7. Wintrust Financial Corp
         % of fund invested: 0.44%
         $USD invested: $76.96M
  • 8. CF Industries Holdings Inc
         % of fund invested: 0.44%
         $USD invested: $76.84M
  • 9. Snap-on Inc
         % of fund invested: 1.86%
         $USD invested: $328.51M
  • 10. Dover Corp
         % of fund invested: 0.45%
         $USD invested: $78.84M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund First Trust Rising Dividend Achievers ETF

Totals

Holdings
Assets
Weight
Prisons
4
$1.25B
7.09%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$1.46B
8.25%
     Borders high risk
0
$0
0%
Total
6
$1.81B
10%
Full fund results

Holdings — 6 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$513.61M
2.91%
Prisons
Borders :
$513.61M
2.91%
2.
Microsoft Corp
Prisons
Borders
$388.52M
2.2%
Prisons
Borders :
$388.52M
2.2%
3.
Salesforce Inc
Borders
$296.22M
1.68%
Borders :
$296.22M
1.68%
4.
Accenture PLC Class A
Borders
$259.3M
1.47%
Borders :
$259.3M
1.47%
5.
Elevance Health Inc
Prisons
$195.82M
1.11%
Prisons
$195.82M
1.11%
6.
Costco Wholesale Corp
Prisons
$155.26M
0.88%
Prisons
$155.26M
0.88%
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