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First Trust Dow Jones Sel MicroCap ETF FDM

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

Morningstar’s Analysis FDM

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

  • People Pillar

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

First Trust Dow Jones Sel MicroCap 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDM

More FDM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VSE Corp

2.12 4.0 Mil
Industrials

Crescent Energy Co Class A

1.92 3.6 Mil
Energy

CRA International Inc

1.85 3.5 Mil
Industrials

Powell Industries Inc

1.85 3.5 Mil
Industrials

ScanSource Inc

1.82 3.4 Mil
Technology

Cullinan Therapeutics Inc

1.45 2.7 Mil
Healthcare

Barrett Business Services Inc

1.39 2.6 Mil
Industrials

SunCoke Energy Inc

1.38 2.6 Mil
Basic Materials

Clearwater Paper Corp

1.37 2.6 Mil
Basic Materials

ACM Research Inc Class A

1.34 2.5 Mil
Technology