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First Trust Large Cap Val AlphaDEX® ETF FTA

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FTA

Will FTA outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Large Cap Val AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FTA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marathon Petroleum Corp

1.11 13.8 Mil
Energy

Valero Energy Corp

1.08 13.4 Mil
Energy

Diamondback Energy Inc

1.06 13.1 Mil
Energy

Steel Dynamics Inc

1.04 12.9 Mil
Basic Materials

General Motors Co

1.04 12.9 Mil
Consumer Cyclical

Reliance Inc

1.01 12.5 Mil
Basic Materials

Phillips 66

1.00 12.4 Mil
Energy

Cincinnati Financial Corp

1.00 12.4 Mil
Financial Services

Berkshire Hathaway Inc Class B

0.98 12.1 Mil
Financial Services

Exxon Mobil Corp

0.96 11.9 Mil
Energy