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Morningstar

First Trust Multi Cap Gr AlphaDEX® ETF FAD

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

Morningstar’s Analysis FAD

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

  • People Pillar

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

First Trust Multi Cap Gr AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAD

More FAD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Westinghouse Air Brake Technologies Corp

0.53 972,274
Industrials

Vertiv Holdings Co Class A

0.49 897,711
Industrials

Eaton Corp PLC

0.48 883,686
Industrials

Meta Platforms Inc Class A

0.48 880,898
Communication Services

Vistra Corp

0.48 876,945
Utilities

Constellation Energy Corp

0.48 873,090
Utilities

Chipotle Mexican Grill Inc

0.48 872,174
Consumer Cyclical

First Citizens BancShares Inc Class A

0.47 869,004
Financial Services

Apollo Global Management Inc Class A

0.47 868,958
Financial Services

Caterpillar Inc

0.47 860,088
Industrials