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Morningstar

First Trust Health Care AlphaDEX® ETF FXH

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

Morningstar’s Analysis FXH

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

  • People Pillar

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

First Trust Health Care AlphaDEX ® ETF's Average Process Pillar and People Pillar ratings result in 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-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FXH

More FXH Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United Therapeutics Corp

2.28 28.0 Mil
Healthcare

Shockwave Medical Inc

2.25 27.7 Mil
Healthcare

Roivant Sciences Ltd Ordinary Shares

2.25 27.6 Mil
Healthcare

Encompass Health Corp

2.17 26.7 Mil
Healthcare

The Cigna Group

2.17 26.7 Mil
Healthcare

Natera Inc

2.16 26.6 Mil
Healthcare

DaVita Inc

2.14 26.4 Mil
Healthcare

Premier Inc Class A

2.13 26.2 Mil
Healthcare

Viatris Inc

2.10 25.9 Mil
Healthcare

Eli Lilly and Co

2.10 25.8 Mil
Healthcare