Skip to Content
Morningstar

First Trust Large Cap Gr AlphaDEX® ETF FTC

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

Morningstar’s Analysis FTC

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Large Cap Gr AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTC

More FTC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Citizens BancShares Inc Class A

1.12 12.0 Mil
Financial Services

KKR & Co Inc Ordinary Shares

1.02 11.0 Mil
Financial Services

Bank of New York Mellon Corp

0.99 10.7 Mil
Financial Services

Iron Mountain Inc

0.99 10.7 Mil
Real Estate

Garmin Ltd

0.98 10.5 Mil
Technology

Howmet Aerospace Inc

0.97 10.5 Mil
Industrials

GE Aerospace

0.95 10.2 Mil
Industrials

Heico Corp

0.95 10.2 Mil
Industrials

JPMorgan Chase & Co

0.95 10.2 Mil
Financial Services

Apollo Global Management Inc Class A

0.95 10.2 Mil
Financial Services