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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 7/31/2014.

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 Consumer Staples AlphaDEX® Fund FXG 5 Stars 4 Stars 5 Stars N/A Consumer Defensive 24 21 6
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 3 Stars 4 Stars N/A World Stock 828 682 335
First Trust Dow Jones Internet Index Fund FDN 5 Stars 4 Stars 5 Stars N/A Technology 195 180 140
First Trust Energy AlphaDEX® Fund FXN 4 Stars 3 Stars 5 Stars N/A Equity Energy 79 75 37
First Trust Financials AlphaDEX® Fund FXO 5 Stars 4 Stars 5 Stars N/A Financial 86 82 61
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund FFR 4 Stars 4 Stars 4 Stars N/A Global Real Estate 174 148 28
First Trust Health Care AlphaDEX® Fund FXH 4 Stars 3 Stars 4 Stars N/A Health 117 110 90
First Trust Industrials/Producer Durables AlphaDEX® Fund FXR 4 Stars 3 Stars 4 Stars N/A Industrials 29 26 16
First Trust ISE Global Platinum Index Fund PLTM 5 Stars 5 Stars N/A N/A Equity Precious Metals 70 64 48
First Trust Large Cap Core AlphaDEX® Fund FEX 4 Stars 3 Stars 5 Stars N/A Large Blend 1339 1205 799
First Trust Large Cap Growth AlphaDEX® Fund FTC 4 Stars 3 Stars 4 Stars N/A Large Growth 1498 1328 903
First Trust Large Cap Value AlphaDEX® Fund FTA 5 Stars 4 Stars 5 Stars N/A Large Value 1078 955 626
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars N/A Natural Resources 134 108 53
First Trust Mid Cap Core AlphaDEX® Fund FNX 4 Stars 3 Stars 4 Stars N/A Mid-Cap Blend 329 312 192
First Trust Mid Cap Value AlphaDEX® Fund FNK 5 Stars 5 Stars N/A N/A Small Value 334 261 170
First Trust Morningstar Dividend Leaders Index Fund FDL 5 Stars 4 Stars 5 Stars N/A Large Value 1078 955 626
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 3 Stars 4 Stars N/A Mid-Cap Growth 637 581 419
First Trust Multi Cap Value AlphaDEX® Fund FAB 4 Stars 4 Stars 4 Stars N/A Mid-Cap Value 373 321 211
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 5 Stars 4 Stars 5 Stars N/A Large Growth 1498 1328 903
First Trust NASDAQ-100 Ex-Technology Sector Index Fund QQXT 5 Stars 4 Stars 5 Stars N/A Large Growth 1498 1328 903
First Trust Small Cap Core AlphaDEX® Fund FYX 4 Stars 4 Stars 4 Stars N/A Small Blend 599 547 341
First Trust Small Cap Value AlphaDEX® Fund FYT 4 Stars 4 Stars N/A N/A Small Value 334 261 170
First Trust US IPO Index Fund FPX 5 Stars 5 Stars 5 Stars N/A Large Growth 1498 1328 903
First Trust Value Line® Dividend Index Fund FVD 4 Stars 3 Stars 4 Stars 5 Stars Large Value 1078 955 626

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 is provided for those exchange-traded funds ("ETFs") with at least a three-year history. Ratings are based on the ETF's Morningstar Risk-Adjusted Return measure which accounts for variation in monthly performance, placing more emphasis on downward variations and rewarding consistent performance. An ETF's risk-adjusted return includes a brokerage commission estimate. This estimate is intended to reflect what an average investor would pay when buying or selling an ETF. PLEASE NOTE, this estimate is subject to change and the actual brokerage commission an investor pays may be higher or lower than this estimate. Morningstar compares each ETF's risk-adjusted return to the open-end mutual fund rating breakpoints for that category. Consistent with the open-end mutual fund ratings, the top 10% of ETFs 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. The overall rating for an ETF is based on a weighted average of the time-period ratings (e.g., the ETF's 3,5, and 10 year rating). The determination of an ETF's rating does not affect the retail open end mutual fund data published by Morningstar. Past performance is no guarantee of future results.

©2014 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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