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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 8/31/2022.

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 102 96 69
First Trust Capital Strength ETF FTCS 4 Stars 2 Stars 3 Stars 5 Stars Large Blend 1,231 1,111 818
First Trust Consumer Staples AlphaDEX® Fund FXG 4 Stars 4 Stars 3 Stars 4 Stars Consumer Defensive 26 23 19
First Trust Dorsey Wright DALI 1 ETF DALI 4 Stars 4 Stars N/A N/A Tactical Allocation 234 203 116
First Trust Dorsey Wright Focus 5 ETF FV 4 Stars 5 Stars 3 Stars N/A Large Growth 1,140 1,052 788
First Trust EIP Carbon Impact ETF ECLN 5 Stars 5 Stars N/A N/A Utilities 60 55 48
First Trust Financials AlphaDEX® Fund FXO 4 Stars 4 Stars 4 Stars 4 Stars Financial 96 90 75
First Trust Institutional Preferred Securities and Income ETF FPEI 5 Stars 5 Stars 5 Stars N/A Preferred Stock 62 56 33
First Trust International Equity Opportunities ETF FPXI 4 Stars 3 Stars 4 Stars N/A Foreign Large Growth 390 344 222
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 3 Stars 4 Stars 4 Stars Latin America Stock 21 17 15
First Trust Long Duration Opportunities ETF LGOV 5 Stars 5 Stars N/A N/A Long Government 30 27 21
First Trust Long/Short Equity ETF FTLS 4 Stars 4 Stars 4 Stars N/A Long-Short Equity 179 158 59
First Trust Low Duration Opportunities ETF LMBS 4 Stars 3 Stars 5 Stars N/A Short Government 79 76 66
First Trust Managed Municipal ETF FMB 4 Stars 3 Stars 4 Stars N/A Muni National Interm 277 241 177
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 4 Stars 3 Stars 4 Stars Natural Resources 106 99 87
First Trust Multi Cap Growth AlphaDEX® Fund FAD 4 Stars 4 Stars 4 Stars 4 Stars Mid-Cap Growth 533 489 379
First Trust Nasdaq Cybersecurity ETF CIBR 4 Stars 4 Stars 4 Stars N/A Technology 213 188 155
First Trust Nasdaq Oil & Gas ETF FTXN 4 Stars 4 Stars 4 Stars N/A Equity Energy 69 67 52
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 4 Stars 3 Stars 4 Stars Large Growth 1,140 1,052 788
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 3 Stars 3 Stars 4 Stars Technology 213 188 155
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars 5 Stars Energy Limited Partnership 99 76 30
First Trust Preferred Securities and Income ETF FPE 4 Stars 3 Stars 4 Stars N/A Preferred Stock 62 56 33
First Trust RBA American Industrial Renaissance® ETF AIRR 5 Stars 5 Stars 5 Stars N/A Industrials 42 35 29
First Trust Rising Dividend Achievers ETF RDVY 4 Stars 4 Stars 4 Stars N/A Large Value 1,154 1,082 785
First Trust Senior Loan Fund FTSL 4 Stars 4 Stars 4 Stars N/A Bank Loan 232 213 141
First Trust Short Duration Managed Municipal ETF FSMB 5 Stars 5 Stars N/A N/A Muni National Short 209 181 136
First Trust TCW Unconstrained Plus Bond ETF UCON 4 Stars 4 Stars N/A N/A Nontraditional Bond 312 265 124
First Trust Technology AlphaDEX® Fund FXL 4 Stars 4 Stars 4 Stars 3 Stars Technology 213 188 155
First Trust Ultra Short Duration Municipal ETF FUMB 4 Stars 4 Stars N/A N/A Muni National Short 209 181 136
First Trust Value Line® Dividend Index Fund FVD 4 Stars 3 Stars 4 Stars 5 Stars Large Value 1,154 1,082 785
First Trust Water ETF FIW 5 Stars 4 Stars 5 Stars 5 Stars Natural Resources 106 99 87
FT Cboe Vest S&P 500® Dividend Aristocrats Target Income ETF® KNG 4 Stars 4 Stars N/A N/A Large Value 1,154 1,082 785
US Equity Dividend Select ETF RNDV 4 Stars 4 Stars 4 Stars N/A Large Value 1,154 1,082 785

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.

©2022 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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