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Morningstar

First Trust Global Tact Cmdty Strat ETF FTGC

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

Morningstar’s Analysis FTGC

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit First Trust Global Tact Cmdty Strat ETF to a Morningstar Medalist Rating of Neutral.

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 FTGC

More FTGC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Global Commodity Cayman Entity 659022

20.17 481.7 Mil
—

Morgan Stanley Instl Lqudty Trs Instl

13.95 333.0 Mil
Cash and Equivalents

Dreyfus Govt Cm Inst 289

13.95 333.0 Mil
Cash and Equivalents

United States Treasury Notes 0.375%

12.44 297.1 Mil
Government

United States Treasury Notes 0.25%

7.23 172.7 Mil
Government

United States Treasury Notes 1%

7.13 170.2 Mil
Government

United States Treasury Notes 0.5%

6.82 162.7 Mil
Government

United States Treasury Notes 0.25%

6.23 148.8 Mil
Cash and Equivalents

United States Treasury Notes 0.375%

6.16 147.0 Mil
Government

United States Treasury Notes 0.25%

5.93 141.6 Mil
Government