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Morningstar

First Trust Innovation Leaders ETF ILDR

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

Morningstar’s Analysis ILDR

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

  • People Pillar

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

Weakness in First Trust Innovation Leaders ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ILDR

More ILDR 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

NVIDIA Corp

7.60 2.6 Mil
Technology

Oracle Corp

6.14 2.1 Mil
Technology

Alphabet Inc Class C

5.99 2.0 Mil
Communication Services

Microsoft Corp

5.53 1.9 Mil
Technology

Amazon.com Inc

5.05 1.7 Mil
Consumer Cyclical

ServiceNow Inc

3.66 1.2 Mil
Technology

Uber Technologies Inc

3.14 1.1 Mil
Technology

Broadcom Inc

2.90 981,982
Technology

Meta Platforms Inc Class A

2.33 789,387
Communication Services

Regeneron Pharmaceuticals Inc

1.88 638,514
Healthcare