Skip to Content

First Trust Small Cap Val AlphaDEX® ETF FYT

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FYT

Will FYT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

First Trust Small Cap Val AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FYT

  • Current Portfolio Date
  • Equity Holdings 262
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.02
1,678,425
Consumer Cyclical
0.78
1,277,270
Consumer Cyclical
0.75
1,225,164
Consumer Defensive
0.74
1,216,836
Consumer Cyclical

Safehold Inc

0.74
1,210,943
Real Estate
0.70
1,146,505
Financial Services
0.70
1,145,360
Consumer Cyclical
0.69
1,125,661
Financial Services
0.68
1,122,449
Consumer Defensive