Morningstar

First Trust Dorsey Wright Dynamic Focus 5 ETF FVC

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

Morningstar’s Analysis FVC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Dorsey Wright Dynamic Foc 5 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 FVC

More FVC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Trust Nasdaq Semiconductor ETF

21.90 24M
—

First Trust Nasdaq Transportation ETF

20.99 23M
—

First Trust NYSE Arca Biotech ETF

20.23 22M
—

First Trust Nasdaq Oil & Gas ETF

18.39 20M
—

First Trust Energy AlphaDEX® ETF

18.32 20M
—

Dreyfus Govt Cm Inst 289

0.17 190,765
Cash and Equivalents

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