Morningstar

First Trust Bloomberg Shareholder Yield ETF SHRY

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

Morningstar’s Analysis SHRY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Bloomberg Shld Yld ETF 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 SHRY

More SHRY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PayPal Holdings Inc

4.97 842,312
Financial Services

The Hartford Insurance Group Inc

4.33 734,762
Financial Services

Paychex Inc

3.54 600,822
Technology

MetLife Inc

3.45 585,792
Financial Services

Adobe Inc

3.32 563,285
Technology

T-Mobile US Inc

3.30 560,052
Communication Services

Expedia Group Inc

3.25 551,610
Consumer Cyclical

United Parcel Service Inc Class B

3.10 525,163
Industrials

Allstate Corp

3.07 521,050
Financial Services

The Travelers Companies Inc

2.90 492,610
Financial Services

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