Morningstar

First Trust Large Cap Gr AlphaDEX® ETF FTC

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

Morningstar’s Analysis FTC

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Large Cap Gr AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FTC

More FTC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

1.12 13.0 Mil
Utilities

Iron Mountain Inc

1.10 12.8 Mil
Real Estate

Constellation Energy Corp

1.08 12.5 Mil
Utilities

Howmet Aerospace Inc

1.08 12.5 Mil
Industrials

KKR & Co Inc Ordinary Shares

1.05 12.2 Mil
Financial Services

Bank of New York Mellon Corp

1.00 11.7 Mil
Financial Services

Erie Indemnity Co Class A

1.00 11.6 Mil
Financial Services

Trane Technologies PLC Class A

0.99 11.5 Mil
Industrials

Heico Corp

0.98 11.4 Mil
Industrials

Quanta Services Inc

0.98 11.4 Mil
Industrials

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