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Morningstar

First Trust Nasdaq Bank ETF FTXO

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

Morningstar’s Analysis FTXO

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

  • People Pillar

    The People Pillar is our evaluation of the FTXO 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 FTXO’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 Nasdaq Bank ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTXO

More FTXO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

8.22 9.2 Mil
Financial Services

Citigroup Inc

7.89 8.9 Mil
Financial Services

JPMorgan Chase & Co

7.63 8.6 Mil
Financial Services

U.S. Bancorp

7.31 8.2 Mil
Financial Services

Wells Fargo & Co

7.31 8.2 Mil
Financial Services

Citizens Financial Group Inc

4.69 5.3 Mil
Financial Services

First Citizens BancShares Inc Class A

4.43 5.0 Mil
Financial Services

M&T Bank Corp

4.23 4.7 Mil
Financial Services

PNC Financial Services Group Inc

4.16 4.7 Mil
Financial Services

Fifth Third Bancorp

4.08 4.6 Mil
Financial Services