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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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Expanded Technology ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.11 917,908
Communication Services

NVIDIA Corp

5.06 909,116
Technology

Broadcom Inc

4.68 841,295
Technology

Meta Platforms Inc Class A

4.67 839,097
Communication Services

Microsoft Corp

4.59 825,014
Technology

Mastercard Inc Class A

4.44 797,328
Financial Services

Visa Inc Class A

4.40 790,171
Financial Services

Apple Inc

4.29 771,187
Technology

The Walt Disney Co

4.22 757,188
Communication Services

Salesforce Inc

4.12 739,298
Technology