Morningstar

First Trust Large Cap Value AlphaDEX® Fund FTA

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

Morningstar’s Analysis FTA

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Large Cap Val 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FTA

More FTA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ovintiv Inc

1.03 15M
Energy

Permian Resources Corp Class A

1.01 14M
Energy

ConocoPhillips

0.99 14M
Energy

EOG Resources Inc

0.98 14M
Energy

EQT Corp

0.97 14M
Energy

Constellation Brands Inc Class A

0.97 14M
Consumer Defensive

Cognizant Technology Solutions Corp Class A

0.97 14M
Technology

Cincinnati Financial Corp

0.95 14M
Financial Services

Allstate Corp

0.95 14M
Financial Services

Occidental Petroleum Corp

0.95 14M
Energy

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