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Morningstar

First Trust Small Cap Gr AlphaDEX® ETF FYC

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

Morningstar’s Analysis FYC

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

  • People Pillar

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

First Trust Small Cap Gr AlphaDEX ® ETF's Average People Pillar and Process Pillar ratings result in 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FYC

More FYC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ImmunityBio Inc Ordinary Shares

1.09 2.9 Mil
Healthcare

Alpine Immune Sciences Inc

1.07 2.8 Mil
Healthcare

PROCEPT BioRobotics Corp

0.82 2.2 Mil
Healthcare

Oscar Health Inc Class A

0.80 2.1 Mil
Healthcare

RxSight Inc

0.76 2.0 Mil
Healthcare

Powell Industries Inc

0.74 1.9 Mil
Industrials

Semtech Corp

0.74 1.9 Mil
Technology

IES Holdings Inc

0.74 1.9 Mil
Industrials

United States Lime & Minerals Inc

0.72 1.9 Mil
Basic Materials

Brookdale Senior Living Inc

0.71 1.9 Mil
Healthcare