This Dividend ETF Is Up 12% in 2026 and Still Paying Retirees Well, but With a Catch
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The First Trust Morningstar Dividend Leaders Index Fund is up 12.3% year-to-date, driven by its energy holdings. The fund pays a quarterly dividend, with a trailing yield of 3.7%, but has limited exposure to the technology sector.
The First Trust Morningstar Dividend Leaders Index Fund has seen a strong start to 2026, with a 12.3% increase. This growth is largely due to its energy holdings, which make up 28.6% of the portfolio. The fund's largest holdings, Exxon Mobil and Chevron, have benefited from the surge in oil prices. The fund pays a quarterly dividend, with the most recent distribution being $0.4005 per share. The trailing yield is 3.7%, which is relatively stable. However, the fund has limited exposure to the technology sector, which may impact its long-term performance.
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