Skip to Content
Morningstar

First Trust Morningstar Div Leaders ETF FDL

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

Morningstar’s Analysis FDL

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

  • People Pillar

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

First Trust Morningstar Div Leaders ETF's Average Process Pillar and People Pillar ratings result in 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FDL

More FDL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

8.36 339.2 Mil
Energy

AbbVie Inc

8.18 331.8 Mil
Healthcare

Verizon Communications Inc

7.66 310.4 Mil
Communication Services

Pfizer Inc

7.08 287.1 Mil
Healthcare

Philip Morris International Inc

6.06 245.8 Mil
Consumer Defensive

Altria Group Inc

4.98 202.0 Mil
Consumer Defensive

International Business Machines Corp

4.75 192.6 Mil
Technology

Gilead Sciences Inc

3.11 126.1 Mil
Healthcare

United Parcel Service Inc Class B

3.02 122.4 Mil
Industrials

U.S. Bancorp

2.38 96.6 Mil
Financial Services