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First Trust Financials AlphaDEX® ETF FXO

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FXO

Will FXO outperform in future?

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

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

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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 FXO

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.04
15,364,842
Financial Services
2.00
15,044,980
Financial Services
1.93
14,505,667
Financial Services
1.85
13,956,688
Financial Services
1.84
13,869,290
Financial Services
1.79
13,477,523
Financial Services
1.76
13,268,480
Financial Services
1.75
13,192,314
Financial Services
1.75
13,182,654
Financial Services
1.71
12,887,956
Financial Services