Morningstar

First Trust Dow Jones Sel MicroCap ETF FDM

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

Morningstar’s Analysis FDM

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

  • People Pillar

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

First Trust Dow Jones Sel MicroCap ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDM

More FDM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AdvanSix Inc

1.54 2.8 Mil
Basic Materials

Vimeo Inc

1.53 2.8 Mil
Technology

Centrus Energy Corp Class A

1.49 2.8 Mil
Energy

Limbach Holdings Inc

1.45 2.7 Mil
Industrials

Central Pacific Financial Corp

1.44 2.7 Mil
Financial Services

Turning Point Brands Inc

1.43 2.6 Mil
Consumer Defensive

SpartanNash Co

1.43 2.6 Mil
Consumer Defensive

Haynes International Inc

1.43 2.6 Mil
Industrials

Portillos Inc Class A

1.43 2.6 Mil
Consumer Cyclical

BJ's Restaurants Inc

1.43 2.6 Mil
Consumer Cyclical

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