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 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HP Inc

6.92 1M
Technology

Accenture PLC Class A

5.13 805,891
Technology

Omnicom Group Inc

4.84 760,969
Communication Services

Fiserv Inc

4.37 686,372
Technology

Comcast Corp Class A

4.17 655,774
Communication Services

T-Mobile US Inc

3.66 575,597
Communication Services

Ameriprise Financial Inc

3.33 523,025
Financial Services

Constellation Brands Inc Class A

3.18 498,964
Consumer Defensive

MetLife Inc

2.98 467,504
Financial Services

HCA Healthcare Inc

2.96 465,729
Healthcare

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