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.
First Trust Bloomberg Shareholder Yield ETF SHRY
Morningstar’s Analysis SHRY
Will SHRY outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
MetLife Inc | 5.43 | 823,127 | Financial Services |
Qualcomm Inc | 4.85 | 735,960 | Technology |
Fox Corp Class A | 4.66 | 706,294 | Communication Services |
PayPal Holdings Inc | 4.33 | 656,173 | Financial Services |
D.R. Horton Inc | 4.18 | 634,473 | Consumer Cyclical |
Comcast Corp Class A | 4.06 | 616,005 | Communication Services |
Fiserv Inc | 3.67 | 556,523 | Technology |
Ameriprise Financial Inc | 3.58 | 543,118 | Financial Services |
The Kroger Co | 2.89 | 437,914 | Consumer Defensive |
Adobe Inc | 2.88 | 437,277 | Technology |
United States