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Morningstar

First Trust Small Cap Val AlphaDEX® ETF FYT

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FYT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FYT

More FYT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comstock Resources Inc

0.71 1.3 Mil
Energy

Vital Energy

0.71 1.3 Mil
Energy

Northwest Natural Holding Co

0.69 1.3 Mil
Utilities

Avista Corp

0.68 1.3 Mil
Utilities

Perdoceo Education Corp

0.68 1.3 Mil
Consumer Defensive

CNX Resources Corp

0.68 1.3 Mil
Energy

Cal-Maine Foods Inc

0.68 1.3 Mil
Consumer Defensive

California Resources Corp Ordinary Shares - New

0.68 1.3 Mil
Energy

Phinia Inc

0.68 1.3 Mil
Consumer Cyclical

First Financial Bancorp

0.68 1.3 Mil
Financial Services