Morningstar

First Trust Large Cap Growth AlphaDEX® Fund FTC

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

Morningstar’s Analysis FTC

Will FTC outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Large Cap Gr 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.

by Morningstar Automated Analysis
Rated on Published on

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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

Interactive Brokers Group Inc Class A

1.03 13M
Financial Services

Fortinet Inc

1.02 13M
Technology

eBay Inc

1.00 13M
Consumer Cyclical

Incyte Corp

1.00 13M
Healthcare

Datadog Inc Class A

0.99 13M
Technology

Morgan Stanley

0.99 13M
Financial Services

Cincinnati Financial Corp

0.95 12M
Financial Services

Analog Devices Inc

0.92 12M
Technology

Talen Energy Corp Ordinary Shares New

0.92 12M
Utilities

Woodward Inc

0.90 12M
Industrials

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