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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 5/31/2017.

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 Asia Pacific ex-Japan AlphaDEX® Fund FPA 4 Stars 3 Stars 5 Stars N/A Pacific/Asia ex-Japan Stk 64 53 21
First Trust Capital Strength ETF FTCS 5 Stars 5 Stars 5 Stars 4 Stars Large Blend 1,222 1,081 798
First Trust CBOE® S&P 500® VIX® Tail Hedge Fund VIXH 4 Stars 4 Stars N/A N/A Long-Short Equity 171 90 26
First Trust Developed Markets ex-US AlphaDEX® Fund FDT 4 Stars 4 Stars 4 Stars N/A Foreign Large Blend 592 528 339
First Trust Dorsey Wright Focus 5 ETF FV 4 Stars 4 Stars N/A N/A Mid-Cap Growth 581 504 373
First Trust Dow Jones Internet Index Fund FDN 5 Stars 4 Stars 4 Stars 5 Stars Technology 191 182 148
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 5 Stars 5 Stars 3 Stars Small Value 335 295 194
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 3 Stars 5 Stars N/A Diversified Emerging Mkts 634 441 178
First Trust Europe AlphaDEX® Fund FEP 4 Stars 3 Stars 4 Stars N/A Europe Stock 93 78 59
First Trust Financials AlphaDEX® Fund FXO 4 Stars 3 Stars 4 Stars 4 Stars Financial 102 96 73
First Trust Health Care AlphaDEX® Fund FXH 4 Stars 3 Stars 3 Stars 4 Stars Health 127 120 98
First Trust High Income ETF FTHI 5 Stars 5 Stars N/A N/A Long-Short Equity 171 90 26
First Trust Large Cap Value AlphaDEX® Fund FTA 4 Stars 3 Stars 4 Stars 4 Stars Large Value 1,082 935 677
First Trust Latin America AlphaDEX® Fund FLN 5 Stars 4 Stars 5 Stars N/A Latin America Stock 28 27 15
First Trust Low Beta Income ETF FTLB 4 Stars 4 Stars N/A N/A Long-Short Equity 171 90 26
First Trust Managed Municipal ETF FMB 5 Stars 5 Stars N/A N/A Muni National Interm 264 227 154
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars 4 Stars Natural Resources 130 115 68
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars 3 Stars Mid-Cap Growth 581 504 373
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 5 Stars 5 Stars 5 Stars 4 Stars Large Growth 1,284 1,145 805
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 5 Stars 4 Stars Technology 191 182 148
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars N/A N/A Equity Energy 106 85 67
First Trust Preferred Securities and Income ETF FPE 4 Stars 4 Stars N/A N/A Preferred Stock 42 34 17
First Trust RBA Quality Income ETF QINC 4 Stars 4 Stars N/A N/A Mid-Cap Value 356 309 216
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars N/A N/A Large Value 1,082 935 677
First Trust US Equity Opportunities ETF FPX 4 Stars 3 Stars 5 Stars 4 Stars Large Growth 1,284 1,145 805
First Trust Utilities AlphaDEX® Fund FXU 4 Stars 3 Stars 5 Stars 4 Stars Utilities 59 55 50
First Trust Value Line® Dividend Index Fund FVD 5 Stars 5 Stars 5 Stars 5 Stars Large Value 1,082 935 677

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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