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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 12/31/2022.

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 California Municipal High Income ETF FCAL 4 Stars 3 Stars 4 Stars N/A Muni California Long 103 96 69
First Trust Capital Strength ETF FTCS 5 Stars 5 Stars 4 Stars 5 Stars Large Blend 1,223 1,116 818
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 4 Stars 3 Stars 4 Stars Consumer Defensive 25 24 19
First Trust Dorsey Wright DALI 1 ETF DALI 4 Stars 4 Stars N/A N/A Tactical Allocation 238 214 129
First Trust Dorsey Wright Dynamic Focus 5 ETF FVC 4 Stars 5 Stars 4 Stars N/A Mid-Cap Blend 370 342 219
First Trust Dorsey Wright Focus 5 ETF FV 5 Stars 5 Stars 5 Stars N/A Mid-Cap Blend 370 342 219
First Trust EIP Carbon Impact ETF ECLN 5 Stars 5 Stars N/A N/A Utilities 59 55 48
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 5 Stars 4 Stars 4 Stars 5 Stars Diversified Emerging Mkts 732 650 394
First Trust Financials AlphaDEX® Fund FXO 4 Stars 4 Stars 4 Stars 4 Stars Financial 95 89 75
First Trust Global Tactical Commodity Strategy Fund FTGC 4 Stars 4 Stars 4 Stars N/A Commodities Broad Basket 100 85 60
First Trust Horizon Managed Volatility Domestic ETF HUSV 4 Stars 4 Stars 4 Stars N/A Large Blend 1,223 1,116 818
First Trust India NIFTY 50 Equal Weight ETF NFTY 4 Stars 4 Stars 4 Stars 3 Stars India Equity 22 18 17
First Trust Institutional Preferred Securities and Income ETF FPEI 5 Stars 5 Stars 5 Stars N/A Preferred Stock 62 56 32
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 3 Stars 4 Stars 4 Stars Latin America Stock 21 18 15
First Trust Long Duration Opportunities ETF LGOV 5 Stars 5 Stars N/A N/A Long Government 31 28 21
First Trust Long/Short Equity ETF FTLS 4 Stars 3 Stars 4 Stars N/A Long-Short Equity 177 158 69
First Trust Low Duration Opportunities ETF LMBS 4 Stars 3 Stars 4 Stars N/A Short Government 77 75 66
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 4 Stars 3 Stars 4 Stars Natural Resources 106 100 87
First Trust Morningstar Dividend Leaders Index Fund FDL 4 Stars 3 Stars 4 Stars 4 Stars Large Value 1,155 1,099 819
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 3 Stars 4 Stars Mid-Cap Growth 534 499 389
First Trust Nasdaq Cybersecurity ETF CIBR 4 Stars 5 Stars 4 Stars N/A Technology 221 193 158
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 4 Stars 3 Stars 4 Stars Large Growth 1,131 1,054 804
First Trust NASDAQ-100 Ex-Technology Sector Index Fund QQXT 4 Stars 5 Stars 4 Stars 4 Stars Large Growth 1,131 1,054 804
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars 5 Stars Energy Limited Partnership 99 86 35
First Trust Preferred Securities and Income ETF FPE 4 Stars 3 Stars 4 Stars N/A Preferred Stock 62 56 32
First Trust RBA American Industrial Renaissance® ETF AIRR 4 Stars 5 Stars 4 Stars N/A Industrials 41 36 29
First Trust Rising Dividend Achievers ETF RDVY 4 Stars 3 Stars 4 Stars N/A Large Value 1,155 1,099 819
First Trust Senior Loan Fund FTSL 4 Stars 4 Stars 4 Stars N/A Bank Loan 232 221 153
First Trust Short Duration Managed Municipal ETF FSMB 5 Stars 5 Stars N/A N/A Muni National Short 206 185 134
First Trust SMID Cap Rising Dividend Achievers ETF SDVY 4 Stars 4 Stars 4 Stars N/A Small Value 453 426 322
First Trust Technology AlphaDEX® Fund FXL 4 Stars 4 Stars 4 Stars 3 Stars Technology 221 193 158
First Trust Ultra Short Duration Municipal ETF FUMB 4 Stars 4 Stars N/A N/A Muni National Short 206 185 134
First Trust Value Line® Dividend Index Fund FVD 4 Stars 3 Stars 4 Stars 5 Stars Large Value 1,155 1,099 819
First Trust Water ETF FIW 5 Stars 4 Stars 5 Stars 5 Stars Natural Resources 106 100 87
FT Cboe Vest S&P 500® Dividend Aristocrats Target Income ETF® KNG 4 Stars 4 Stars N/A N/A Large Value 1,155 1,099 819

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.

©2023 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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