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Morningstar

First Trust Small Cap Val AlphaDEX® ETF FYT

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

Morningstar’s Analysis FYT

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

  • People Pillar

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

First Trust Small Cap Val AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FYT

More FYT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Cellular Corp

1.04 1.8 Mil
Communication Services

Comstock Resources Inc

0.86 1.5 Mil
Energy

Perdoceo Education Corp

0.84 1.5 Mil
Consumer Defensive

Diebold Nixdorf Inc Ordinary Shares- New

0.83 1.5 Mil
Technology

REV Group Inc

0.83 1.5 Mil
Industrials

Phinia Inc

0.77 1.4 Mil
Consumer Cyclical

Bread Financial Holdings Inc

0.75 1.3 Mil
Financial Services

CNX Resources Corp

0.73 1.3 Mil
Energy

Innoviva Inc

0.72 1.3 Mil
Healthcare

PROG Holdings Inc Ordinary Shares

0.70 1.2 Mil
Industrials