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First Trust Mid Cap Growth AlphaDEX® ETF FNY

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FNY

Will FNY outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

First Trust Mid Cap Growth AlphaDEX® ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FNY

  • Current Portfolio Date
  • Equity Holdings 225
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.62
3,938,429
Technology
1.10
2,689,920
Healthcare
0.97
2,370,611
Industrials
0.96
2,341,389
Technology
0.91
2,209,773
Technology
0.89
2,180,753
Consumer Cyclical
0.87
2,120,771
Consumer Cyclical
0.81
1,966,532
Consumer Cyclical
0.80
1,960,027
Healthcare
0.80
1,942,673
Industrials