First Trust Large Cap Val AlphaDEX® 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 Large Cap Value AlphaDEX® Fund FTA
Morningstar’s Analysis FTA
Will FTA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PayPal Holdings Inc | 1.14 | 16M | Financial Services |
Accenture PLC Class A | 1.01 | 14M | Technology |
Cognizant Technology Solutions Corp Class A | 1.00 | 14M | Technology |
General Mills Inc | 0.97 | 13M | Consumer Defensive |
Global Payments Inc | 0.96 | 13M | Industrials |
Fidelity National Information Services Inc | 0.95 | 13M | Technology |
Zimmer Biomet Holdings Inc | 0.95 | 13M | Healthcare |
ConocoPhillips | 0.94 | 13M | Energy |
EOG Resources Inc | 0.93 | 13M | Energy |
AT&T Inc | 0.92 | 13M | Communication Services |