Morningstar

First Trust Nasdaq BuyWrite Income ETF FTQI

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

Morningstar’s Analysis FTQI

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Nasdaq 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

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Portfolio Holdings FTQI

More FTQI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.86 82M
Technology

Dreyfus Govt Cm Inst 289

6.92 64M
Cash and Equivalents

NVIDIA Corp

5.44 51M
Technology

Advanced Micro Devices Inc

4.71 44M
Technology

Amazon.com Inc

4.07 38M
Consumer Cyclical

Meta Platforms Inc Class A

3.20 30M
Communication Services

Costco Wholesale Corp

3.17 29M
Consumer Defensive

Cisco Systems Inc

3.14 29M
Technology

Walmart Inc

3.02 28M
Consumer Defensive

Tesla Inc

2.99 28M
Consumer Cyclical

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