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Morningstar

First Trust Large Cap Val AlphaDEX® ETF FTA

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

Morningstar’s Analysis FTA

Will FTA 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 FTA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTA 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 FTA’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Large Cap Val AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

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
Rated on Published on

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Portfolio Holdings FTA

More FTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EQT Corp

1.04 12.2 Mil
Energy

Arch Capital Group Ltd

1.02 12.0 Mil
Financial Services

United Airlines Holdings Inc

1.00 11.8 Mil
Industrials

Owens-Corning Inc

1.00 11.7 Mil
Industrials

Markel Group Inc

0.99 11.7 Mil
Financial Services

Hewlett Packard Enterprise Co

0.97 11.5 Mil
Technology

Aptiv PLC

0.96 11.3 Mil
Consumer Cyclical

Bunge Global SA

0.96 11.3 Mil
Consumer Defensive

Entergy Corp

0.95 11.2 Mil
Utilities

Consolidated Edison Inc

0.95 11.2 Mil
Utilities