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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 based on risk adjusted returns. 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 2/29/2024.

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.
Emerging Markets Equity Select ETF RNEM 4 Stars 5 Stars 4 Stars N/A Diversified Emerging Mkts 717 654 N/A
First Trust Active Factor Small Cap ETF AFSM 4 Stars 4 Stars N/A N/A Small Blend 585 N/A N/A
First Trust China AlphaDEX® Fund FCA 4 Stars 5 Stars 4 Stars 4 Stars China Region 95 75 51
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 5 Stars 4 Stars 3 Stars Consumer Defensive 25 25 20
First Trust Dorsey Wright Focus 5 ETF FV 5 Stars 4 Stars 5 Stars N/A Mid-Cap Blend 385 359 N/A
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 4 Stars 4 Stars 3 Stars Diversified Emerging Mkts 717 654 419
First Trust Global Tactical Commodity Strategy Fund FTGC 4 Stars 4 Stars 4 Stars 3 Stars Commodities Broad Basket 101 97 63
First Trust Horizon Managed Volatility Small/Mid ETF HSMV 4 Stars 4 Stars N/A N/A Small Blend 585 N/A N/A
First Trust Institutional Preferred Securities and Income ETF FPEI 5 Stars 4 Stars 5 Stars N/A Preferred Stock 65 59 N/A
First Trust International Developed Capital Strength® ETF FICS 5 Stars 5 Stars N/A N/A Foreign Large Growth 391 N/A N/A
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 4 Stars 4 Stars 4 Stars Latin America Stock 22 20 15
First Trust Long Duration Opportunities ETF LGOV 5 Stars 5 Stars 5 Stars N/A Long Government 37 34 N/A
First Trust Long/Short Equity ETF FTLS 4 Stars 4 Stars 4 Stars N/A Long-Short Equity 155 137 N/A
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 3 Stars 4 Stars 4 Stars Natural Resources 110 105 91
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars 4 Stars Mid-Cap Growth 523 493 395
First Trust Municipal High Income ETF FMHI 4 Stars 3 Stars 4 Stars N/A High Yield Muni 184 176 N/A
First Trust Nasdaq Cybersecurity ETF CIBR 4 Stars 5 Stars 3 Stars N/A Technology 232 203 N/A
First Trust Nasdaq Oil & Gas ETF FTXN 4 Stars 4 Stars 4 Stars N/A Equity Energy 69 68 N/A
First Trust Nasdaq Semiconductor ETF FTXL 4 Stars 3 Stars 4 Stars N/A Technology 232 203 N/A
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 3 Stars 4 Stars Technology 232 203 158
First Trust North American Energy Infrastructure Fund EMLP 4 Stars 1 Stars 5 Stars 5 Stars Energy Limited Partnership 98 89 61
First Trust Preferred Securities and Income ETF FPE 4 Stars 3 Stars 3 Stars 5 Stars Preferred Stock 65 59 36
First Trust RBA American Industrial Renaissance® ETF AIRR 5 Stars 5 Stars 5 Stars N/A Industrials 42 40 N/A
First Trust Rising Dividend Achievers ETF RDVY 4 Stars 2 Stars 4 Stars 5 Stars Large Value 1,128 1,069 822
First Trust Senior Loan Fund FTSL 4 Stars 3 Stars 4 Stars 4 Stars Bank Loan 215 206 169
First Trust Short Duration Managed Municipal ETF FSMB 4 Stars 3 Stars 4 Stars N/A Muni National Short 211 199 N/A
First Trust SMID Cap Rising Dividend Achievers ETF SDVY 5 Stars 4 Stars 5 Stars N/A Small Value 457 426 N/A
First Trust Water ETF FIW 5 Stars 4 Stars 5 Stars 5 Stars Natural Resources 110 105 91
FT Vest Fund of Buffer ETFs BUFR 4 Stars 4 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - December FDEC 4 Stars 4 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - February FFEB 5 Stars 5 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - January FJAN 5 Stars 5 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - July FJUL 4 Stars 4 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - June FJUN 5 Stars 5 Stars N/A N/A Options Trading 215 N/A N/A
FT Vest U.S. Equity Buffer ETF - September FSEP 4 Stars 4 Stars N/A N/A Options Trading 215 N/A N/A

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 Morningstar Rating does not include any adjustment for sales loads. 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.

©2024 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, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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