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Morningstar

First Trust Mid Cap Growth AlphaDEX® ETF FNY

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

Morningstar’s Analysis FNY

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

  • People Pillar

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

First Trust Mid Cap Growth AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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 FNY

More FNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

1.18 3.9 Mil
Consumer Cyclical

FTAI Aviation Ltd

0.99 3.3 Mil
Industrials

Carvana Co Class A

0.94 3.1 Mil
Consumer Cyclical

Natera Inc

0.94 3.1 Mil
Healthcare

Sprouts Farmers Market Inc

0.91 3.0 Mil
Consumer Defensive

Robinhood Markets Inc Class A

0.90 2.9 Mil
Financial Services

Tidewater Inc

0.88 2.9 Mil
Energy

AeroVironment Inc

0.87 2.9 Mil
Industrials

SPX Technologies Inc

0.87 2.8 Mil
Industrials

EMCOR Group Inc

0.86 2.8 Mil
Industrials