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Morningstar

First Trust Latin America AlphaDEX® ETF FLN

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

Morningstar’s Analysis FLN

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

  • People Pillar

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

First Trust Latin America AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FLN

More FLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Petroleo Brasileiro SA Petrobras Participating Preferred

3.63 2.2 Mil
Energy

Cia Energetica DE Minas Gerais - Cemig Participating Preferred

3.54 2.2 Mil
Utilities

Qualitas Controladora SAB de CV

3.47 2.1 Mil
Financial Services

Coca-Cola Femsa SAB de CV CPO Terms:3 Shs-B- + 5 Shs-L-

3.46 2.1 Mil
Consumer Defensive

Gerdau SA Participating Preferred

3.46 2.1 Mil
Basic Materials

El Puerto de Liverpool SAB de CV Series C1

3.38 2.1 Mil
Consumer Cyclical

Cemex SAB de CV

3.26 2.0 Mil
Basic Materials

Embraer SA

3.25 2.0 Mil
Industrials

PrologisProperty Mexico SA de CV Certificados Bursatiles Fiduciarios Inmobi

3.23 2.0 Mil
Real Estate

Nu Holdings Ltd Ordinary Shares Class A

3.19 2.0 Mil
Financial Services