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.
First Trust Income Opportunity ETF FCEF
Morningstar’s Analysis FCEF
Will FCEF outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Invesco Variable Rate Investment Grd ETF | 3.80 | 3M | — |
EV Tax Adv Global Dividend Inc | 3.37 | 3M | — |
EV Tax Adv Global Div Opps | 3.31 | 3M | — |
EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 3.28 | 3M | — |
John Hancock Tax-advantaged Div Inc Fd | 3.24 | 2M | — |
Morgan Stanley Instl Lqudty Trs Instl | 3.15 | 2M | Cash and Equivalents |
Gabelli Dividend & Income Trust | 2.93 | 2M | — |
BlackRock Science and Technology Trust | 2.92 | 2M | — |
Cohen & Steers Infrastructure Fund Inc | 2.80 | 2M | — |
Tri Continental | 2.80 | 2M | — |
United States