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Morningstar

First Trust Mid Cap Growth AlphaDEX® ETF FNY

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

First Trust Mid Cap Growth 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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNY

More FNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FTAI Aviation Ltd

0.86 2.8 Mil
Industrials

Weatherford International PLC Ordinary Shares - New

0.84 2.7 Mil
Energy

Sprouts Farmers Market Inc

0.80 2.6 Mil
Consumer Defensive

Texas Roadhouse Inc

0.80 2.6 Mil
Consumer Cyclical

Tidewater Inc

0.80 2.6 Mil
Energy

Shockwave Medical Inc

0.79 2.6 Mil
Healthcare

Wingstop Inc

0.79 2.6 Mil
Consumer Cyclical

AppLovin Corp Ordinary Shares - Class A

0.79 2.6 Mil
Technology

Natera Inc

0.79 2.5 Mil
Healthcare

EMCOR Group Inc

0.78 2.5 Mil
Industrials