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Morningstar

FirstTrustDorseyWrightMomt&LwVolatil ETF DVOL

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

Morningstar’s Analysis DVOL

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

  • People Pillar

    The People Pillar is our evaluation of the DVOL 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 DVOL’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 FirstTrustDorseyWrightMomt& LwVolatil ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVOL

More DVOL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Republic Services Inc

3.43 1.6 Mil
Industrials

Visa Inc Class A

3.11 1.5 Mil
Financial Services

Walmart Inc

3.08 1.5 Mil
Consumer Defensive

Cencora Inc

3.04 1.4 Mil
Healthcare

Marsh & McLennan Companies Inc

3.04 1.4 Mil
Financial Services

TJX Companies Inc

2.91 1.4 Mil
Consumer Cyclical

AMETEK Inc

2.86 1.4 Mil
Industrials

Fiserv Inc

2.83 1.3 Mil
Technology

Mastercard Inc Class A

2.80 1.3 Mil
Financial Services

Amphenol Corp Class A

2.72 1.3 Mil
Technology