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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 8/31/2016.

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 Capital Strength ETF FTCS 5 Stars 5 Stars 4 Stars 5 Stars Large Blend 1395 1213 902
First Trust CBOE® S&P 500® VIX® Tail Hedge Fund VIXH 4 Stars 4 Stars N/A N/A Long-Short Equity 163 87 25
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 4 Stars 4 Stars N/A Consumer Defensive 22 22 8
First Trust Dow Jones Internet Index Fund FDN 4 Stars 3 Stars 4 Stars 5 Stars Technology 194 188 151
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 4 Stars N/A N/A Diversified Emerging Mkts 592 427 190
First Trust Financials AlphaDEX® Fund FXO 4 Stars 4 Stars 4 Stars N/A Financial 91 85 70
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund FFR 4 Stars 4 Stars 4 Stars N/A Global Real Estate 206 162 81
First Trust Large Cap Growth AlphaDEX® Fund FTC 4 Stars 5 Stars 4 Stars N/A Large Growth 1470 1278 920
First Trust Materials AlphaDEX® Fund FXZ 5 Stars 5 Stars 5 Stars N/A Natural Resources 128 109 61
First Trust Morningstar Dividend Leaders Index Fund FDL 4 Stars 5 Stars 5 Stars 3 Stars Large Value 1179 1039 761
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 5 Stars 4 Stars N/A Mid-Cap Growth 662 582 433
First Trust NASDAQ® ABA Community Bank Index Fund QABA 4 Stars 4 Stars 4 Stars N/A Financial 91 85 70
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 4 Stars 4 Stars 4 Stars Large Growth 1470 1278 920
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 4 Stars 3 Stars Technology 194 188 151
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars N/A N/A Equity Energy 90 80 63
First Trust Preferred Securities and Income ETF FPE 4 Stars 4 Stars N/A N/A Preferred Stock 40 35 14
First Trust Senior Loan Fund FTSL 4 Stars 4 Stars N/A N/A Bank Loan 221 173 67
First Trust Small Cap Growth AlphaDEX® Fund FYC 4 Stars 4 Stars 4 Stars N/A Small Growth 656 592 432
First Trust Tactical High Yield ETF HYLS 4 Stars 4 Stars N/A N/A High Yield Bond 654 524 368
First Trust Taiwan AlphaDEX® Fund FTW 4 Stars 4 Stars N/A N/A China Region 80 70 40
First Trust US IPO Index Fund FPX 5 Stars 3 Stars 5 Stars 5 Stars Large Growth 1470 1278 920
First Trust Utilities AlphaDEX® Fund FXU 4 Stars 5 Stars 3 Stars N/A Utilities 59 56 52
First Trust Value Line® Dividend Index Fund FVD 5 Stars 5 Stars 5 Stars 5 Stars Large Value 1179 1039 761

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.

©2016 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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