First Trust Financials AlphaDEX® 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.
First Trust Financials AlphaDEX® Fund FXO
Morningstar’s Analysis FXO
Will FXO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Chime Financial Inc Ordinary Shares - Class A | 1.77 | 18M | Technology |
MGIC Investment Corp | 1.76 | 18M | Financial Services |
The Hartford Insurance Group Inc | 1.72 | 18M | Financial Services |
Assured Guaranty Ltd | 1.70 | 18M | Financial Services |
RenaissanceRe Holdings Ltd | 1.70 | 18M | Financial Services |
Arch Capital Group Ltd | 1.69 | 18M | Financial Services |
Allstate Corp | 1.69 | 18M | Financial Services |
Cincinnati Financial Corp | 1.69 | 18M | Financial Services |
American International Group Inc | 1.69 | 17M | Financial Services |
Axis Capital Holdings Ltd | 1.68 | 17M | Financial Services |