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Morningstar

First Trust Cnsmr Discret AlphaDEX® ETF FXD

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

Morningstar’s Analysis FXD

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

  • People Pillar

    The People Pillar is our evaluation of the FXD 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 FXD’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 Cnsmr Discret AlphaDEX ® ETF to a Morningstar Medalist Rating of Neutral.

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 FXD

More FXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Spotify Technology SA

1.79 26.2 Mil
Communication Services

DraftKings Inc Ordinary Shares - Class A

1.57 22.9 Mil
Consumer Cyclical

Texas Roadhouse Inc

1.55 22.6 Mil
Consumer Cyclical

Delta Air Lines Inc

1.54 22.5 Mil
Industrials

Uber Technologies Inc

1.53 22.3 Mil
Technology

Lyft Inc Class A

1.50 21.9 Mil
Technology

General Motors Co

1.49 21.8 Mil
Consumer Cyclical

AutoNation Inc

1.48 21.6 Mil
Consumer Cyclical

Royal Caribbean Group

1.44 21.1 Mil
Consumer Cyclical

Aptiv PLC

1.43 20.9 Mil
Consumer Cyclical