First Trust Value Line® Dividend Index Fund
Shareclass
First Trust Value Line® Dividend ETF (FVD)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund First Trust Value Line® Dividend Index Fund
FUND COVERAGE
# of holdings234
% of assets98%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.42%$35.85M
- 2. GSK PLC ADR0.46%$39.23M
- 3. Sanofi SA ADR0.42%$36.27M
- 4. Diageo PLC ADR0.41%$34.97M
- 5. Procter & Gamble Co0.42%$36.08M
- 6. Novartis AG ADR0.41%$34.75M
- 7. Canadian Imperial Bank of Commerce0.42%$36.35M
- 8. Takeda Pharmaceutical Co Ltd ADR0.4%$34.17M
- 9. Rio Tinto PLC ADR0.43%$37.26M
- 10. Unilever PLC ADR0.41%$35.53M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Houlihan Lokey Inc Class A0.42%$36.07M
- 2. PACCAR Inc0.42%$35.78M
- 3. CNA Financial Corp0.42%$36.07M
- 4. Rollins Inc0.44%$37.62M
- 5. Chesapeake Utilities Corp0.42%$35.8M
- 6. NewMarket Corp0.42%$36.23M
- 7. A.O. Smith Corp0.42%$35.58M
- 8. The Marzetti Co0.41%$35.17M
- 9. J&J Snack Foods Corp0.41%$34.97M
- 10. SS&C Technologies Holdings Inc0.42%$35.83M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund First Trust Value Line® Dividend Index Fund
Totals
Holdings
Assets
Weight
Prisons
4
$144.84M
1.69%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
10
$362.18M
4.23%
Borders high risk
6
$216.27M
2.52%
Total
13
$468.69M
5.47%
Holdings — 13 flagged holdings
1.
HSBC Holdings PLC ADR
:$38.33M
0.45%
2.
L3Harris Technologies Inc
:$37.2M
0.43%
3.
Lockheed Martin Corp
:$36.81M
0.43%
4.
Accenture PLC Class A
:$36.38M
0.42%
5.
RTX Corp
:$36.23M
0.42%
6.
Honda Motor Co Ltd ADR
:$35.82M
0.42%
7.
McDonald's Corp
$35.71M
0.42%
8.
General Dynamics Corp
:$35.66M
0.42%
9.
Yum Brands Inc
$35.6M
0.42%
10.
Northrop Grumman Corp
:$35.54M
0.41%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
First Trust Value Line® Dividend Index Fund FVD
Environment
Social
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