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Morningstar

First Trust Europe AlphaDEX® ETF FEP

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

Morningstar’s Analysis FEP

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

  • People Pillar

    The People Pillar is our evaluation of the FEP 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 FEP’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 Europe AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FEP

More FEP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

A. P. Moller Maersk A/S Class B

0.91 1.9 Mil
Industrials

Deutsche Bank AG

0.88 1.8 Mil
Financial Services

Equinor ASA

0.87 1.8 Mil
Energy

Banco Santander SA

0.87 1.8 Mil
Financial Services

BPER Banca SpA

0.87 1.8 Mil
Financial Services

Banco de Sabadell SA

0.87 1.8 Mil
Financial Services

Centrica PLC

0.86 1.8 Mil
Utilities

NN Group NV

0.85 1.8 Mil
Financial Services

Eurazeo SE

0.85 1.7 Mil
Financial Services

Mercedes-Benz Group AG

0.85 1.7 Mil
Consumer Cyclical