The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust Multi Cap Gr AlphaDEX® ETF FAD
Morningstar’s Analysis FAD
Will FAD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Meta Platforms Inc Class A | 0.48 | 885,538 | Communication Services |
Westinghouse Air Brake Technologies Corp | 0.48 | 883,604 | Industrials |
Constellation Energy Corp | 0.48 | 882,892 | Utilities |
Apollo Global Management Inc Class A | 0.48 | 877,053 | Financial Services |
Chipotle Mexican Grill Inc | 0.47 | 868,670 | Consumer Cyclical |
Eaton Corp PLC | 0.47 | 867,192 | Industrials |
Amazon.com Inc | 0.47 | 862,869 | Consumer Cyclical |
First Citizens BancShares Inc Class A | 0.47 | 860,042 | Financial Services |
Caterpillar Inc | 0.47 | 859,450 | Industrials |
Nutanix Inc Class A | 0.47 | 857,728 | Technology |