Morningstar

First Trust Small Cap BuyWrite Income ETF FTKI

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

Morningstar’s Analysis FTKI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Small Cp BuyWrt 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 FTKI

More FTKI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Govt Cm Inst 289

3.74 936,787
Cash and Equivalents

Argan Inc

3.18 796,684
Industrials

UiPath Inc Class A

2.13 534,225
Technology

Etsy Inc

2.12 532,918
Consumer Cyclical

Sezzle Inc

1.93 484,878
Financial Services

MasTec Inc

1.93 483,709
Industrials

Maplebear Inc

1.77 444,826
Consumer Cyclical

Credo Technology Group Holding Ltd

1.73 433,683
Technology

Abercrombie & Fitch Co Class A

1.72 432,630
Consumer Cyclical

Monarch Casino & Resort Inc

1.70 426,623
Consumer Cyclical

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