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First Trust Active Factor Large Cap ETF AFLG

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

Morningstar’s Analysis AFLG

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

  • People Pillar

    The People Pillar is our evaluation of the AFLG 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 AFLG’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 Active Factor Large Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFLG

More AFLG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.17 229,869
Technology

Apple Inc

5.12 227,818
Technology

NVIDIA Corp

3.09 137,646
Technology

Amazon.com Inc

2.62 116,342
Consumer Cyclical

Meta Platforms Inc Class A

2.41 107,158
Communication Services

Alphabet Inc Class A

2.17 96,697
Communication Services

Broadcom Inc

1.88 83,696
Technology

Berkshire Hathaway Inc Class B

1.53 67,851
Financial Services

Vistra Corp

1.24 55,308
Utilities

AbbVie Inc

1.14 50,523
Healthcare