First Trust Large Cap Value AlphaDEX® Fund FTA

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTA

Will FTA outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTA

  • 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

Sponsor Center