Morningstar

First Trust Active Global Quality Income ETF AGQI

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

Morningstar’s Analysis AGQI

Will AGQI outperform in the 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 AGQI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Active Gbl Qual Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AGQI

More AGQI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.48 3M
Technology

Compagnie Financiere Richemont SA Class A

4.24 2M
Consumer Cyclical

Alphabet Inc Class C

4.17 2M
Communication Services

Carlsberg AS Class B

4.17 2M
Consumer Defensive

EOG Resources Inc

4.08 2M
Energy

Taiwan Semiconductor Manufacturing Co Ltd

3.98 2M
Technology

Tokyo Electron Ltd

3.79 2M
Technology

Lvmh Moet Hennessy Louis Vuitton SE

3.59 2M
Consumer Cyclical

Samsung Electronics Co Ltd Participating Preferred

3.58 2M
Technology

Coca-Cola Co

3.55 2M
Consumer Defensive

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