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Morningstar

First Trust Cnsmr Discret AlphaDEX® ETF FXD

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

Morningstar’s Analysis FXD

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Cnsmr Discret AlphaDEX ® ETF to 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings FXD

More FXD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

D.R. Horton Inc

1.73 24.8 Mil
Consumer Cyclical

Toll Brothers Inc

1.63 23.3 Mil
Consumer Cyclical

Lennar Corp Class A

1.61 23.2 Mil
Consumer Cyclical

PulteGroup Inc

1.60 23.0 Mil
Consumer Cyclical

Harley-Davidson Inc

1.53 22.0 Mil
Consumer Cyclical

Fox Corp Class A

1.52 21.9 Mil
Communication Services

Spotify Technology SA

1.48 21.3 Mil
Communication Services

Burlington Stores Inc

1.45 20.8 Mil
Consumer Cyclical

Lithia Motors Inc Class A

1.44 20.7 Mil
Consumer Cyclical

Liberty SiriusXM Group Registered Shs Series -C- SiriusXM Group

1.43 20.5 Mil
Communication Services