Morningstar

First Trust Energy AlphaDEX® Fund FXN

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

Morningstar’s Analysis FXN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Energy AlphaDEX® 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FXN

More FXN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HF Sinclair Corp

6.60 24M
Energy

APA Corp

5.64 20M
Energy

Devon Energy Corp

4.91 18M
Energy

Range Resources Corp

4.32 16M
Energy

Antero Resources Corp

4.16 15M
Energy

Expand Energy Corp Ordinary Shares - New

4.02 14M
Energy

EQT Corp

4.00 14M
Energy

ConocoPhillips

3.68 13M
Energy

Chord Energy Corp Ordinary Shares - New

3.58 13M
Energy

Permian Resources Corp Class A

3.51 13M
Energy

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