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First Trust Alerian Dsrupt Tech RE ETF DTRE

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

Morningstar’s Analysis DTRE

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

  • People Pillar

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

Neither process nor people stand out at First Trust Alerian Dsrupt Tech RE ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DTRE

More DTRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Crown Castle Inc

6.87 1.1 Mil
Real Estate

Equinix Inc

6.84 1.1 Mil
Real Estate

American Tower Corp

6.76 1.1 Mil
Real Estate

SBA Communications Corp Class A

6.73 1.1 Mil
Real Estate

Digital Realty Trust Inc

6.65 1.1 Mil
Real Estate

Prologis Inc

6.07 1.0 Mil
Real Estate

Segro PLC

4.44 738,621
Real Estate

Stag Industrial Inc

4.27 711,076
Real Estate

EastGroup Properties Inc

4.27 710,692
Real Estate

Americold Realty Trust Inc

4.22 701,556
Real Estate