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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 11/30/2016.

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 4 Stars 4 Stars 5 Stars 4 Stars Large Blend 1,253 1,099 803
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 4 Stars 4 Stars N/A Consumer Defensive 24 23 14
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 5 Stars 4 Stars N/A Foreign Large Value 267 215 133
First Trust Dow Jones Internet Index Fund FDN 5 Stars 3 Stars 5 Stars 5 Stars Technology 197 186 144
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 4 Stars 5 Stars 3 Stars Small Value 338 304 188
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund FFR 4 Stars 3 Stars 4 Stars N/A Global Real Estate 186 148 68
First Trust Latin America AlphaDEX® Fund FLN 5 Stars 5 Stars 5 Stars N/A Latin America Stock 27 27 11
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars N/A Natural Resources 130 114 54
First Trust Morningstar Dividend Leaders Index Fund FDL 4 Stars 5 Stars 4 Stars 3 Stars Large Value 1,082 932 667
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars N/A Mid-Cap Growth 584 504 366
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 5 Stars 5 Stars 5 Stars 4 Stars Large Growth 1,308 1,129 797
First Trust NASDAQ-100 Ex-Technology Sector Index Fund QQXT 4 Stars 3 Stars 4 Stars N/A Large Growth 1,308 1,129 797
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 4 Stars 3 Stars Technology 197 186 144
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars N/A N/A Equity Energy 100 81 65
First Trust Preferred Securities and Income ETF FPE 4 Stars 4 Stars N/A N/A Preferred Stock 42 36 12
First Trust Senior Loan Fund FTSL 4 Stars 4 Stars N/A N/A Bank Loan 207 155 55
First Trust Small Cap Growth AlphaDEX® Fund FYC 4 Stars 3 Stars 4 Stars N/A Small Growth 590 529 383
First Trust Taiwan AlphaDEX® Fund FTW 5 Stars 5 Stars N/A N/A China Region 93 78 37
First Trust US IPO Index Fund FPX 5 Stars 4 Stars 5 Stars 5 Stars Large Growth 1,308 1,129 797
First Trust Utilities AlphaDEX® Fund FXU 4 Stars 5 Stars 4 Stars N/A Utilities 60 56 50
First Trust Value Line® Dividend Index Fund FVD 5 Stars 5 Stars 4 Stars 5 Stars Large Value 1,082 932 667

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.

©2016 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.

 
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