Morningstar

First Trust Mid Cap Growth AlphaDEX® Fund FNY

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

Morningstar’s Analysis FNY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust Mid Cap Growth AlphaDEX® ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FNY

More FNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles River Laboratories International Inc

0.90 5M
Healthcare

Qualys Inc

0.90 5M
Technology

GitLab Inc Class A

0.89 5M
Technology

PACS Group Inc

0.88 5M
Healthcare

Concentra Group Holdings Parent Inc

0.87 5M
Healthcare

Rubrik Inc Class A Shares

0.87 5M
Technology

Halozyme Therapeutics Inc

0.87 5M
Healthcare

RingCentral Inc Class A

0.86 5M
Technology

Remitly Global Inc

0.86 5M
Technology

Hinge Health Inc Ordinary Shares - Class A

0.86 5M
Healthcare

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