Morningstar

First Trust Expanded Technology ETF XPND

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

Morningstar’s Analysis XPND

Will XPND outperform in the 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 XPND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Expanded Technology 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XPND

More XPND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.84 2M
Technology

Palantir Technologies Inc Ordinary Shares - Class A

4.82 2M
Technology

Microsoft Corp

4.70 2M
Technology

Visa Inc Class A

4.61 2M
Financial Services

Cisco Systems Inc

4.59 2M
Technology

Alphabet Inc Class A

4.58 2M
Communication Services

Mastercard Inc Class A

4.57 2M
Financial Services

NVIDIA Corp

4.48 2M
Technology

Palo Alto Networks Inc

4.38 2M
Technology

Applied Materials Inc

4.35 2M
Technology

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