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First Trust Income Opportunity ETF FCEF

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FCEF

Will FCEF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in First Trust Income Opportunity ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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.

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Portfolio Holdings FCEF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EV Tax Adv Global Dividend Inc

4.05 1.2 Mil

abrdn Healthcare Opportunities

3.76 1.1 Mil

Ares Dynamic Credit Allocation Fund

3.50 1.0 Mil

Invesco Variable Rate Investment Grd ETF

3.44 1.0 Mil

abrdn Healthcare Investors

3.43 1.0 Mil

EV Tax Adv Global Div Opps

3.26 959,494

Source Capital Inc

3.26 959,350

EV Tax Advantaged Dividend Inc

3.26 958,977

JH Tax-Advantaged Dividend Inc

3.25 953,717

abrdn Global Infrastructure Income Fund

3.15 926,760