Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
First Trust Income Opportunity ETF FCEF
Morningstar’s Analysis FCEF
Will FCEF 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 34.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
EV Tax Adv Global Dividend Inc | 4.02 | 1.2 Mil | — |
abrdn Healthcare Opportunities | 3.60 | 1.1 Mil | — |
Ares Dynamic Credit Allocation Fund | 3.57 | 1.1 Mil | — |
abrdn Healthcare Investors | 3.45 | 1.1 Mil | — |
Invesco Variable Rate Investment Grd ETF | 3.33 | 1.0 Mil | — |
Source Capital Inc | 3.32 | 1.0 Mil | — |
abrdn Global Infrastructure Income Fund | 3.24 | 987,544 | — |
EV Tax Adv Global Div Opps | 3.21 | 978,590 | — |
EV Tax Advantaged Dividend Inc | 3.21 | 978,557 | — |
JH Tax-Advantaged Dividend Inc | 3.20 | 976,733 | — |