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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 3/31/2017.

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 4 Stars 4 Stars N/A Pacific/Asia ex-Japan Stk 62 53 21
First Trust Capital Strength ETF FTCS 4 Stars 5 Stars 4 Stars 4 Stars Large Blend 1,248 1,113 822
First Trust CBOE® S&P 500® VIX® Tail Hedge Fund VIXH 4 Stars 4 Stars N/A N/A Long-Short Equity 166 81 26
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 3 Stars 4 Stars N/A Consumer Defensive 24 23 18
First Trust Developed Markets ex-US AlphaDEX® Fund FDT 4 Stars 4 Stars 4 Stars N/A Foreign Large Blend 586 525 327
First Trust Dorsey Wright Focus 5 ETF FV 4 Stars 4 Stars N/A N/A Mid-Cap Growth 580 500 368
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 4 Stars 4 Stars N/A Foreign Large Value 269 223 136
First Trust Dow Jones Internet Index Fund FDN 5 Stars 3 Stars 5 Stars 5 Stars Technology 194 184 144
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 5 Stars 5 Stars 3 Stars Small Value 353 309 199
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 3 Stars 5 Stars N/A Diversified Emerging Mkts 629 429 177
First Trust Europe AlphaDEX® Fund FEP 4 Stars 3 Stars 4 Stars N/A Europe Stock 92 78 58
First Trust High Income ETF FTHI 5 Stars 5 Stars N/A N/A Long-Short Equity 166 81 26
First Trust Large Cap Growth AlphaDEX® Fund FTC 4 Stars 3 Stars 4 Stars N/A Large Growth 1,306 1,154 800
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 166 81 26
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars N/A Natural Resources 130 115 61
First Trust Morningstar Dividend Leaders Index Fund FDL 4 Stars 5 Stars 5 Stars 3 Stars Large Value 1,084 936 679
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars N/A Mid-Cap Growth 580 500 368
First Trust NASDAQ® ABA Community Bank Index Fund QABA 4 Stars 4 Stars 4 Stars N/A Financial 100 96 72
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 5 Stars 5 Stars 5 Stars 4 Stars Large Growth 1,306 1,154 800
First Trust NASDAQ-100 Ex-Technology Sector Index Fund QQXT 4 Stars 3 Stars 4 Stars 4 Stars Large Growth 1,306 1,154 800
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 4 Stars 4 Stars Technology 194 184 144
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars N/A N/A Equity Energy 105 85 64
First Trust Preferred Securities and Income ETF FPE 4 Stars 4 Stars N/A N/A Preferred Stock 42 35 18
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars N/A N/A Large Value 1,084 936 679
First Trust US Equity Opportunities ETF FPX 5 Stars 3 Stars 5 Stars 5 Stars Large Growth 1,306 1,154 800
First Trust Utilities AlphaDEX® Fund FXU 4 Stars 3 Stars 5 Stars N/A Utilities 60 56 50
First Trust Value Line® Dividend Index Fund FVD 5 Stars 5 Stars 5 Stars 5 Stars Large Value 1,084 936 679

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.

 
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