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First Trust Long/Short Equity ETF FTLS

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTLS

Will FTLS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit First Trust Long/ Short Equity ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FTLS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interest/Overdraft

24.99 218.4 Mil
Cash and Equivalents

Microsoft Corp

6.24 54.5 Mil
Technology

Apple Inc

5.56 48.6 Mil
Technology

NVIDIA Corp

4.96 43.3 Mil
Technology

Qualcomm Inc

2.95 25.7 Mil
Technology

Amazon.com Inc

2.88 25.1 Mil
Consumer Cyclical

Vertex Pharmaceuticals Inc

2.87 25.1 Mil
Healthcare

Sherwin-Williams Co

2.78 24.3 Mil
Basic Materials

Accenture PLC Class A

2.77 24.2 Mil
Technology

Spotify Technology SA

2.41 21.1 Mil
Communication Services