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Morningstar

First Trust Energy AlphaDEX® ETF FXN

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

Morningstar’s Analysis FXN

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

  • People Pillar

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

First Trust Energy AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FXN

More FXN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EQT Corp

4.90 32.5 Mil
Energy

Ovintiv Inc

4.81 31.9 Mil
Energy

Chesapeake Energy Corp Ordinary Shares - New

4.76 31.5 Mil
Energy

Marathon Oil Corp

4.67 30.9 Mil
Energy

Valero Energy Corp

4.65 30.8 Mil
Energy

NOV Inc

4.56 30.2 Mil
Energy

HF Sinclair Corp

4.53 30.0 Mil
Energy

Range Resources Corp

4.01 26.6 Mil
Energy

EOG Resources Inc

4.01 26.5 Mil
Energy

Devon Energy Corp

3.98 26.3 Mil
Energy