The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
First Trust Financials AlphaDEX® ETF FXO
Morningstar’s Analysis FXO
Will FXO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Progressive Corp | 1.79 | 14.7 Mil | Financial Services |
Arch Capital Group Ltd | 1.74 | 14.3 Mil | Financial Services |
Affiliated Managers Group Inc | 1.73 | 14.2 Mil | Financial Services |
Blue Owl Capital Inc Ordinary Shares - Class A | 1.72 | 14.1 Mil | Financial Services |
Apollo Global Management Inc Class A | 1.72 | 14.1 Mil | Financial Services |
KKR & Co Inc Ordinary Shares | 1.71 | 14.0 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 1.71 | 14.0 Mil | Financial Services |
SLM Corp | 1.71 | 14.0 Mil | Financial Services |
Janus Henderson Group PLC | 1.70 | 14.0 Mil | Financial Services |
White Mountains Insurance Group Ltd | 1.69 | 13.9 Mil | Financial Services |