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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · INCOME | TrueShares | First Trust |
|---|---|---|
| Funds in the category | 5 | 47 |
| Made money (W–L) | 3–0 | 30–5 |
| Win % | 100% | 86% |
| Money made | $57M | $11.1B |
| Typical return | +11.0% | +15.3% |
| Launches · 2026 | 0 | 11 |
| Assets | $759M | $82.2B |
| Fee per $100 | $0.82 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| DIVZ | Polen Dividend Income ETF | $316M | +11.0% ✓ |
| IDVZ | Elevation Series Trust - Polen International Dividend Income ETF | $202M | +13.1% ✓ |
| PAYM | TrueShares S&P Autocallable Defensive Income ETF | $164M | — |
| CEFZ | RiverNorth Active Income ETF | $40M | +5.8% ✓ |
| PAYH | Elevation Series Trust - TrueShares S&P Autocallable High Income ETF | $37M | — |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $25.5B | +19.3% ✓ |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $11.1B | +15.5% ✓ |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $8.4B | +32.6% ✓ |
| FVD | First Trust Value Line Dividend Index Fund | $8.1B | +16.5% ✓ |
| FPE | First Trust Preferred Securities and Income ETF | $5.8B | −2.2% ✕ |
| RDVI | FT Vest Rising Dividend Achievers Target Income ETF | $3.8B | +18.6% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.