FDL News and Press, First Trust Morningstar From 10/11/21

Bonds sold off again last week, with the yield on the 10-year Treasury closing over 1.6% for the first time since early June. But this rise in rates is at least a little different than the fall that preceded it. When nominal rates fell from April through July, real rates fell right al...

FDL is a $1.58 billion smart-beta fund following a passive investment strategy revolving around the most generous dividend payers in the United States. FDL was deeply recalibrated in June, with 43 holdings that accounted for almost a quarter of the net assets as of May 17 being r...

One of the big themes that we've seen the last few weeks is interest rates rising and value outperforming growth. Strategas' Todd Sohn examines the reemergence of cyclicality following an economic "growth scare." Todd breaks this down before taking us through some timely sector an...

First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL) - $0.2747. 30-Day SEC Yield of 3.95% as of Aug 31. Payable Sep 30; for shareholders of record Sep 24; ex-div Sep 23. For further details see: First Trust Morningstar Dividend Leaders Index Fund declares monthly distribut...

The current S&P 500 forward P/E ratio is 21 times, which is 20% above the median of 17.5 times of the last five years. Share buybacks and dividends are on the mend this year following cuts in 2020, but there is still significant ground to be made upon payouts. There are severa...

The Invesco High Yield Equity Dividend Achievers ETF holds 50 of the highest dividend-yielding companies in the NASDAQ US Broad Dividend Achievers Index. The index selection criteria include companies that have increased their annual dividends for at least 10 consecutive years. Sh...

SPYD holds 80 of the highest dividend-yielding companies in the S&P 500. While shares were beating the market over the past year, the broader market has continued pushing higher, while SPYD has been stuck in place. The ETF yields 4.7% yield and costs an ultra-low 7 basis point...

The intensity of the income need only grows as investors move closer to - and enter - their retirement years. While diversified credit portfolios offer benefits, the potential drawdowns could be too much for some investors’ risk tolerances. For tax-sensitive investors, the ...

According to Seeking Alpha's ETF Screener, there are 31 pure U.S. Equity Dividend ETFs available with at least $100 million in AUM. While Seeking Alpha Quant and Wall Street Scores aren't compiled for ETFs, it's easily done by combining individual security ratings with each fund's lat...

The Morningstar Dividend Leaders Index has a habit of buying when it should be selling, and selling when it should be buying. In June 2020, it dropped all its Energy holdings at fire sale prices, only to buy them back again this June after the sector had recovered. The Index has s...