Skip to Content

First Trust Long/Short Equity ETF FTLS

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTLS

Will FTLS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit First Trust Long/ Short Equity ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTLS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

34.82 454.3 Mil
Cash and Equivalents

Microsoft Corp

4.52 59.0 Mil
Technology

Apple Inc

4.36 56.9 Mil
Technology

NVIDIA Corp

3.91 51.0 Mil
Technology

Amazon.com Inc

2.43 31.8 Mil
Consumer Cyclical

Dreyfus Govt Cm Inst 289

2.37 30.9 Mil
Cash and Equivalents

Walmart Inc

1.96 25.6 Mil
Consumer Defensive

Netflix Inc

1.93 25.2 Mil
Communication Services

Johnson & Johnson

1.89 24.6 Mil
Healthcare

Citigroup Inc

1.81 23.6 Mil
Financial Services