First Trust Financials AlphaDEX® 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 Financials AlphaDEX® Fund FXO
Morningstar’s Analysis FXO
Will FXO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cincinnati Financial Corp | 1.81 | 19M | Financial Services |
Allstate Corp | 1.80 | 19M | Financial Services |
MGIC Investment Corp | 1.76 | 19M | Financial Services |
Bank OZK | 1.76 | 19M | Financial Services |
White Mountains Insurance Group Ltd | 1.75 | 18M | Financial Services |
The Hartford Insurance Group Inc | 1.73 | 18M | Financial Services |
Berkshire Hathaway Inc Class B | 1.73 | 18M | Financial Services |
Arch Capital Group Ltd | 1.73 | 18M | Financial Services |
Axis Capital Holdings Ltd | 1.73 | 18M | Financial Services |
Markel Group Inc | 1.73 | 18M | Financial Services |