Morningstar

First Trust Income Opportunity ETF FCEF

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

Morningstar’s Analysis FCEF

Will FCEF outperform in the 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 FCEF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Income Opportunity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FCEF

More FCEF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Trs Instl

5.86 5M
Cash and Equivalents

Invesco Variable Rate Investment Grd ETF

3.92 3M
—

EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND

3.37 3M
—

EV Tax Adv Global Dividend Inc

3.31 3M
—

EV Tax Adv Global Div Opps

3.28 3M
—

BlackRock Science and Technology Trust

3.07 2M
—

John Hancock Tax-advantaged Div Inc Fd

3.05 2M
—

Gabelli Dividend & Income Trust

2.97 2M
—

Tri Continental

2.78 2M
—

Cohen & Steers Infrastructure Fund Inc

2.78 2M
—

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