Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow Us: 

Search by Ticker, Keyword or CUSIP       
 
 

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 11/30/2017.

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 BuyWrite Income ETF FTHI 5 Stars 5 Stars N/A N/A Long-Short Equity 196 98 27
First Trust Capital Strength ETF FTCS 5 Stars 5 Stars 5 Stars 5 Stars Large Blend 1,219 1,083 797
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 2 Stars 5 Stars 5 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 599 536 346
First Trust Developed Markets ex-US Small Cap AlphaDEX® Fund FDTS 4 Stars 5 Stars 3 Stars N/A Foreign Small/Mid Value 58 44 24
First Trust Dorsey Wright People's Portfolio ETF DWPP 4 Stars 4 Stars 4 Stars N/A Long-Short Equity 196 98 27
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 3 Stars 3 Stars 5 Stars Foreign Large Value 262 210 137
First Trust Dow Jones Internet Index Fund FDN 5 Stars 4 Stars 4 Stars 5 Stars Technology 187 178 142
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 5 Stars 5 Stars 3 Stars Small Value 338 298 201
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 4 Stars 4 Stars N/A Diversified Emerging Mkts 636 454 185
First Trust Europe AlphaDEX® Fund FEP 4 Stars 4 Stars 4 Stars N/A Europe Stock 102 78 59
First Trust Eurozone AlphaDEX® ETF FEUZ 4 Stars 4 Stars N/A N/A Europe Stock 102 78 59
First Trust Financials AlphaDEX® Fund FXO 4 Stars 3 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 126 118 99
First Trust Hedged BuyWrite Income ETF FTLB 4 Stars 4 Stars N/A N/A Long-Short Equity 196 98 27
First Trust Large Cap Core AlphaDEX® Fund FEX 4 Stars 3 Stars 4 Stars 4 Stars Large Blend 1,219 1,083 797
First Trust Large Cap Value AlphaDEX® Fund FTA 4 Stars 4 Stars 4 Stars 4 Stars Large Value 1,107 966 691
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 5 Stars 4 Stars N/A Latin America Stock 20 20 11
First Trust Long/Short Equity ETF FTLS 5 Stars 5 Stars N/A N/A Long-Short Equity 196 98 27
First Trust Low Duration Opportunities ETF LMBS 5 Stars 5 Stars N/A N/A Short-Term Bond 463 393 259
First Trust Managed Municipal ETF FMB 5 Stars 5 Stars N/A N/A Muni National Interm 260 225 156
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars 5 Stars Natural Resources 128 117 72
First Trust Mid Cap Core AlphaDEX® Fund FNX 4 Stars 3 Stars 3 Stars 4 Stars Mid-Cap Blend 357 325 218
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars 4 Stars Mid-Cap Growth 560 491 365
First Trust Multi Cap Value AlphaDEX® Fund FAB 4 Stars 3 Stars 3 Stars 4 Stars Mid-Cap Value 368 314 222
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 3 Stars 5 Stars 4 Stars Large Growth 1,226 1,110 786
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 3 Stars 4 Stars 4 Stars Technology 187 178 142
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars N/A Energy Limited Partnership 86 39 1
First Trust Preferred Securities and Income ETF FPE 5 Stars 5 Stars N/A N/A Preferred Stock 43 35 17
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars N/A N/A Large Value 1,107 966 691
First Trust US Equity Opportunities ETF FPX 5 Stars 3 Stars 5 Stars 5 Stars Large Growth 1,226 1,110 786
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 1,107 966 691

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.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2017 All rights reserved.