The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
First Trust Hrzn MgdVolatil Domestic ETF HUSV
Morningstar’s Analysis HUSV
Will HUSV 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 23.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 2.58 | 2.1 Mil | Financial Services |
Republic Services Inc | 2.51 | 2.1 Mil | Industrials |
Amphenol Corp Class A | 2.45 | 2.0 Mil | Technology |
Coca-Cola Co | 2.42 | 2.0 Mil | Consumer Defensive |
TJX Companies Inc | 2.41 | 2.0 Mil | Consumer Cyclical |
Roper Technologies Inc | 2.34 | 1.9 Mil | Technology |
Johnson & Johnson | 2.21 | 1.8 Mil | Healthcare |
Apple Inc | 2.19 | 1.8 Mil | Technology |
Waste Management Inc | 2.15 | 1.8 Mil | Industrials |
Visa Inc Class A | 2.13 | 1.8 Mil | Financial Services |