First Trust S&P 500 Economic Moat 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.
First Trust S&P 500 Economic Moat ETF EMOT
Morningstar’s Analysis EMOT
Will EMOT outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the EMOT 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 EMOT’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Lam Research Corp | 4.15 | 110,453 | Technology |
Applied Materials Inc | 3.83 | 101,926 | Technology |
KLA Corp | 3.76 | 100,004 | Technology |
Fortinet Inc | 3.30 | 87,601 | Technology |
Texas Instruments Inc | 3.10 | 82,408 | Technology |
Jabil Inc | 3.02 | 80,211 | Technology |
Cisco Systems Inc | 2.69 | 71,621 | Technology |
Tapestry Inc | 2.31 | 61,302 | Consumer Cyclical |
Texas Pacific Land Corp | 2.20 | 58,408 | Energy |
Qualcomm Inc | 2.18 | 58,073 | Technology |
United States