First Trust Horizon Managed Volatility Domestic ETF HUSV

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis HUSV

Will HUSV outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Hrzn MgdVolatil Domestic ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings HUSV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

2.802M
Financial Services

Regency Centers Corp

2.501M
Real Estate

Motorola Solutions Inc

2.471M
Technology

Aflac Inc

2.461M
Financial Services

Loews Corp

2.351M
Financial Services

Federal Realty Investment Trust

2.341M
Real Estate

Realty Income Corp

2.231M
Real Estate

Apple Inc

2.231M
Technology

Roper Technologies Inc

2.141M
Technology

Teledyne Technologies Inc

1.961M
Technology

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