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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 3/31/2014.

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 5 Stars N/A World Stock 804 642 323
First Trust Dow Jones Internet IndexSM Fund FDN 5 Stars 4 Stars 5 Stars N/A Technology 195 174 140
First Trust Energy AlphaDEX® Fund FXN 4 Stars 3 Stars 5 Stars N/A Equity Energy 101 75 36
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 169 151 27
First Trust Health Care AlphaDEX® Fund FXH 4 Stars 3 Stars 5 Stars N/A Health 122 110 91
First Trust Large Cap Core AlphaDEX® Fund FEX 4 Stars 3 Stars 5 Stars N/A Large Blend 1361 1219 806
First Trust Large Cap Growth AlphaDEX® Fund FTC 4 Stars 3 Stars 4 Stars N/A Large Growth 1491 1305 911
First Trust Large Cap Value AlphaDEX® Fund FTA 5 Stars 4 Stars 5 Stars N/A Large Value 1068 951 626
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 4 Stars 5 Stars N/A Natural Resources 133 110 47
First Trust Mid Cap Core AlphaDEX® Fund FNX 4 Stars 3 Stars 5 Stars N/A Mid-Cap Blend 338 311 192
First Trust Morningstar Dividend LeadersSM Index Fund FDL 5 Stars 5 Stars 5 Stars N/A Large Value 1068 951 626
First Trust Multi Cap Value AlphaDEX® Fund FAB 5 Stars 4 Stars 5 Stars N/A Mid-Cap Value 365 307 191
First Trust NASDAQ® ABA Community Bank Index Fund QABA 4 Stars 4 Stars N/A N/A Financial 86 82 61
First Trust NASDAQ-100 Equal Weighted IndexSM Fund QQEW 5 Stars 4 Stars 5 Stars N/A Large Growth 1491 1305 911
First Trust NASDAQ-100 Ex-Technology Sector IndexSM Fund QQXT 5 Stars 5 Stars 5 Stars N/A Large Growth 1491 1305 911
First Trust Small Cap Core AlphaDEX® Fund FYX 5 Stars 4 Stars 5 Stars N/A Small Blend 612 554 335
First Trust US IPO Index Fund FPX 5 Stars 5 Stars 5 Stars N/A Large Growth 1491 1305 911
First Trust Value Line® Dividend Index Fund FVD 5 Stars 4 Stars 4 Stars 5 Stars Large Value 1068 951 626

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.

©2013 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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