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 32.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Morgan Stanley Instl Lqudty Trs Instl | 4.17 | 1.5 Mil | Cash and Equivalents |
EV Tax Adv Global Dividend Inc | 3.83 | 1.4 Mil | — |
abrdn Healthcare Investors | 3.49 | 1.3 Mil | — |
abrdn Healthcare Opportunities | 3.41 | 1.2 Mil | — |
Source Capital Inc | 3.27 | 1.2 Mil | — |
Invesco Variable Rate Investment Grd ETF | 3.27 | 1.2 Mil | — |
JH Tax-Advantaged Dividend Inc | 3.26 | 1.2 Mil | — |
abrdn Global Infrastructure Income Fund | 3.16 | 1.1 Mil | — |
EV Tax Advantaged Dividend Inc | 3.14 | 1.1 Mil | — |
EV Tax Adv Global Div Opps | 3.12 | 1.1 Mil | — |