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First Trust Dorsey Wright DALI 1 ETF DALI

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis DALI

Will DALI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DALI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DALI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DALI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither people nor process stand out at First Trust Dorsey Wright DALI 1 ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings DALI

More DALI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Small Cap Gr AlphaDEX® ETF

17.47 18.8 Mil
—

First Trust Large Cap Gr AlphaDEX® ETF

17.43 18.8 Mil
—

First Trust Nasdaq Semiconductor ETF

14.26 15.3 Mil
—

First Trust NASDAQ-100-Tech Sector ETF

13.48 14.5 Mil
—

First Trust Dow Jones Internet ETF

12.73 13.7 Mil
—

First Trust Indtls/PrdcrDurbAlphaDEX®ETF

12.53 13.5 Mil
—

First Trust Cnsmr Discret AlphaDEX® ETF

12.03 12.9 Mil
—

Dreyfus Govt Cm Inst 289

0.07 76,410
Cash and Equivalents