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First Trust ETFs Rated 4 or 5 Stars by Morningstar

The following First Trust ETFs have received a four or five star Morningstar RatingTM. ETFs are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving a single star. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Morningstar Ratings are as of 9/30/2017.

Click on the fund name for additional information and quarterly standardized performance returns.

Morningstar Ratings Fund Category Number of funds
in Category
Fund Name Ticker Overall Rating 3 yr. Rating 5 yr. Rating 10 yr. Rating   3 yr. 5 yr. 10 yr.
First Trust Capital Strength ETF FTCS 5 Stars 5 Stars 5 Stars 5 Stars Large Blend 1,218 1,083 799
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 2 Stars 5 Stars 4 Stars Consumer Defensive 23 22 19
First Trust Developed Markets ex-US AlphaDEX® Fund FDT 4 Stars 5 Stars 4 Stars N/A Foreign Large Blend 598 533 344
First Trust Dow Jones Internet Index Fund FDN 5 Stars 4 Stars 4 Stars 5 Stars Technology 185 175 141
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 5 Stars 5 Stars 3 Stars Small Value 336 292 198
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 5 Stars 4 Stars 5 Stars N/A Diversified Emerging Mkts 642 447 183
First Trust Europe AlphaDEX® Fund FEP 4 Stars 4 Stars 4 Stars N/A Europe Stock 98 78 59
First Trust Financials AlphaDEX® Fund FXO 4 Stars 4 Stars 4 Stars 4 Stars Financial 100 94 72
First Trust Health Care AlphaDEX® Fund FXH 4 Stars 3 Stars 3 Stars 4 Stars Health 125 118 99
First Trust High Income ETF FTHI 5 Stars 5 Stars N/A N/A Long-Short Equity 198 93 27
First Trust Large Cap Core AlphaDEX® Fund FEX 4 Stars 3 Stars 4 Stars 4 Stars Large Blend 1,218 1,083 799
First Trust Large Cap Value AlphaDEX® Fund FTA 4 Stars 3 Stars 4 Stars 4 Stars Large Value 1,108 962 689
First Trust Latin America AlphaDEX® Fund FLN 5 Stars 5 Stars 5 Stars N/A Latin America Stock 26 26 14
First Trust Long/Short Equity ETF FTLS 5 Stars 5 Stars N/A N/A Long-Short Equity 198 93 27
First Trust Low Beta Income ETF FTLB 4 Stars 4 Stars N/A N/A Long-Short Equity 198 93 27
First Trust Managed Municipal ETF FMB 5 Stars 5 Stars N/A N/A Muni National Interm 257 221 156
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars 4 Stars Natural Resources 128 115 71
First Trust Mid Cap Core AlphaDEX® Fund FNX 4 Stars 3 Stars 3 Stars 4 Stars Mid-Cap Blend 354 321 215
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars 4 Stars Mid-Cap Growth 563 484 362
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 4 Stars 5 Stars 4 Stars Large Growth 1,259 1,125 800
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 4 Stars 4 Stars Technology 185 175 141
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars N/A Equity Energy 98 82 68
First Trust Preferred Securities and Income ETF FPE 5 Stars 5 Stars N/A N/A Preferred Stock 41 35 17
First Trust RBA Quality Income ETF QINC 4 Stars 4 Stars N/A N/A Mid-Cap Value 363 319 226
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars N/A N/A Large Value 1,108 962 689
First Trust Strategic Income ETF FDIV 4 Stars 4 Stars N/A N/A Allocation--30% to 50% Equity 395 356 257
First Trust US Equity Opportunities ETF FPX 5 Stars 3 Stars 5 Stars 5 Stars Large Growth 1,259 1,125 800
First Trust Utilities AlphaDEX® Fund FXU 4 Stars 3 Stars 3 Stars 4 Stars Utilities 58 55 50
First Trust Value Line® Dividend Index Fund FVD 5 Stars 5 Stars 5 Stars 5 Stars Large Value 1,108 962 689

You should consider the fund's investment objectives, risks, and charges and expenses carefully before investing. You can download a prospectus or summary prospectus, or contact First Trust Portfolios L.P. at 1-800-621-1675 to request a prospectus or summary prospectus which contains this and other information about the fund. The prospectus or summary prospectus should be read carefully before investing.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

©2017 Morningstar, Inc. All Rights Reserved. The Morningstar RatingTM information contained herein: (1) is proprietary to Morningstar;(2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.
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