Morningstar

First Trust BuyWrite Income ETF FTHI

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

Morningstar’s Analysis FTHI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust BuyWrite Income 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FTHI

More FTHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.09 194M
Technology

NVIDIA Corp

5.50 132M
Technology

Dreyfus Govt Cm Inst 289

4.22 101M
Cash and Equivalents

GE Vernova Inc

2.71 65M
Industrials

JPMorgan Chase & Co

2.67 64M
Financial Services

Amazon.com Inc

2.44 59M
Consumer Cyclical

Bank of America Corp

2.44 59M
Financial Services

ASML Holding NV ADR

2.30 55M
Technology

Costco Wholesale Corp

2.28 55M
Consumer Defensive

Broadcom Inc

2.15 52M
Technology

Sponsor Center