What Is RDVY? First Trust Rising Dividend Achievers ETF

Last updated July 2026

Short answer

RDVY is First Trust Rising Dividend Achievers ETF, an ETF that tracks a US large-cap value index at a 0.47% expense ratio. RDVY tracks a US large-cap value index. It launched in 2014. The distribution yield is about 0.83%. At 0.47% it costs more than the typical large value fund, nearer 0.27%. The ten largest positions are roughly 28% of assets, with AMAT the biggest at 4.7%.

Ticker
RDVY
Issuer
First Trust
Tracks
a US large-cap value index
Expense ratio
0.47%
AUM
$24.5B
YTD return
See chart
Dividend yield
0.83%
Inception
2014

RDVY is issued by First Trust and tracks a US large-cap value index. It charges a 0.47% expense ratio, holds approximately $24.5B in assets under management, yields about 0.83%, and launched in 2014.

Stats as of August 2026. Live prices and current performance show inside Walnut once you connect a broker.

What is RDVY?

RDVY is First Trust Rising Dividend Achievers ETF, an ETF that tracks a US large-cap value index at a 0.47% expense ratio. RDVY tracks a US large-cap value index. It launched in 2014. The distribution yield is about 0.83%. At 0.47% it costs more than the typical large value fund, nearer 0.27%. The ten largest positions are roughly 28% of assets, with AMAT the biggest at 4.7%.

RDVY is issued by First Trust and tracks a US large-cap value index, so a single ticker gives you the whole portfolio of underlying holdings weighted by the index's methodology rather than by any active stock-picking.

What does RDVY hold?

RDVY is weighted toward its largest constituents. As of August 2026, the top holdings are:

RankTickerCompany% of RDVY
1AMATApplied Materials Inc4.7%
2LRCXLam Research Corp4.4%
3KLACKLA Corp4.1%
4GEVGE Vernova Inc2.8%
5BNYBank of New York Mellon Corp2.2%
6GEGE Aerospace2.1%
7GOOGLAlphabet Inc Class A2.1%
8WSMWilliams-Sonoma Inc2.1%
9ROSTRoss Stores Inc2.0%
10ALLAllstate Corp2.0%

The remaining holdings make up the balance of the fund, with weights tapering off below the top names. Because the index reconstitutes on a rolling basis, the roster stays current without active management. Each ticker above links to its individual stock guide in Walnut.

How do I invest in RDVY?

There are three common ways to get RDVY exposure. Buy shares (or fractional shares) of RDVY directly at any major broker that lists it. Hold it as a core position and layer more concentrated ideas on top. Or build it into a thematic portfolio in Walnut, so RDVY sits alongside other holdings that express the same thesis, with target weights you can rebalance toward. RDVY trades like a stock during market hours, so you buy it the same way you would any listed share.

New to buying funds? See how to buy an ETF, step by step.

Is RDVY a good buy?

Whether RDVY is a good buy depends less on any single call and more on your time horizon and what you already hold: it tracks a US large-cap value index, so the real question is whether you want that exposure in your mix and at what weight. We walk through valuation, concentration, and what would have to be true for it to outperform from here in is RDVY a buy?

The bottom line on RDVY

RDVY gives you a US large-cap value index exposure in one ticker at a 0.47% expense ratio. Most investors use it as a core holding and layer more concentrated thematic portfolios on top.

More on RDVY

Whether RDVY is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, concentration, and what would have to be true for it to outperform from here in is RDVY a buy?

RDVY yields 0.83% as of August 2026, paid by passing through the dividends of its underlying holdings. For the payout schedule, history, and how the distributions are taxed, see RDVY dividend: yield and schedule.

New to funds like RDVY? Start with what an ETF is, then how to buy an ETF, or browse the full guide to ETF investing.

Wondering how RDVY fits the portfolio you already own? Walnut is an AI investing app that connects your brokerage read-only and answers questions like that about your actual holdings: overlap, concentration, and how each position tracks the S&P 500. Compare the best AI portfolio analyzers or see the best AI investing apps in 2026.

Investing in RDVY with AI

Connect the broker you already use and ask Walnut's AI how RDVY fits what you actually hold: what it overlaps with, what it leaves you exposed to, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.

FAQ

What is RDVY's ticker symbol?

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RDVY, First Trust Rising Dividend Achievers ETF. Issued by First Trust; tracks a US large-cap value index. Trades during US market hours, available at every major US brokerage.

What is RDVY's expense ratio?

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0.47% as of August 2026.

What are RDVY's top holdings?

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Top holdings as of August 2026: AMAT, LRCX, KLAC, GEV, BNY and others. See the full holdings table above.

How can I invest in RDVY through Walnut?

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Walnut isn't a broker. Connect a brokerage and Walnut sits on top to help you build and track thematic portfolios. RDVY can be a constituent alongside individual stocks.

How do I compare RDVY to similar ETFs?

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Put a few fields side by side: the expense ratio (fees compound over decades), the index or strategy it tracks, the top holdings and how much they overlap with what you already own, the dividend yield, and the AUM, liquidity, and bid-ask spread that affect trading costs. For index funds, tracking error (how closely it follows its index) and tax efficiency matter too. RDVY's figures are above; the full method is in Walnut's guide on how to compare ETFs.

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Walnut is informational, not investment advice. Holdings weights and fund statistics on this page are approximations stamped to August 2026; verify current figures against First Trust's fund page or your broker before investing.

    What Is RDVY? First Trust Rising Dividend Achievers ETF (Holdings, Cost, Performance) - Walnut AI Investing App