First Trust Bloomberg Shareholder Yield ETF SHRY

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis SHRY

Will SHRY outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings SHRY

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PayPal Holdings Inc

4.82 805,054
Financial Services

The Hartford Insurance Group Inc

4.29 716,268
Financial Services

Paychex Inc

3.50 585,095
Technology

MetLife Inc

3.39 565,826
Financial Services

Adobe Inc

3.22 538,447
Technology

Expedia Group Inc

3.14 524,777
Consumer Cyclical

United Parcel Service Inc Class B

3.10 518,955
Industrials

T-Mobile US Inc

3.10 518,222
Communication Services

Allstate Corp

3.08 514,715
Financial Services

The Travelers Companies Inc

2.91 486,207
Financial Services

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