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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 9/30/2021.

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 Dow 30 Equal Weight ETF EDOW 4 Stars 4 Stars N/A N/A Large Value 1,144 1,022 747
First Trust Dow Jones Select MicroCap Index Fund FDM 4 Stars 3 Stars 4 Stars 4 Stars Small Value 405 382 289
First Trust Financials AlphaDEX® Fund FXO 4 Stars 3 Stars 3 Stars 4 Stars Financial 94 87 71
First Trust Institutional Preferred Securities and Income ETF FPEI 4 Stars 4 Stars N/A N/A Preferred Stock 60 49 28
First Trust International Equity Opportunities ETF FPXI 5 Stars 5 Stars 5 Stars N/A Foreign Large Growth 383 322 221
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 3 Stars 4 Stars 4 Stars Latin America Stock 22 19 18
First Trust Long/Short Equity ETF FTLS 4 Stars 3 Stars 4 Stars N/A Long-Short Equity 179 157 50
First Trust Lunt U.S. Factor Rotation ETF FCTR 5 Stars 5 Stars N/A N/A Large Blend 1,257 1,102 812
First Trust Managed Municipal ETF FMB 4 Stars 4 Stars 4 Stars N/A Muni National Interm 263 229 169
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 3 Stars 3 Stars 4 Stars Natural Resources 105 98 87
First Trust Municipal CEF Income Opportunity ETF MCEF 5 Stars 5 Stars 5 Stars N/A Muni National Long 145 123 99
First Trust Municipal High Income ETF FMHI 4 Stars 4 Stars N/A N/A High Yield Muni 185 153 104
First Trust Nasdaq Oil & Gas ETF FTXN 4 Stars 4 Stars 4 Stars N/A Equity Energy 71 70 53
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 3 Stars 3 Stars 4 Stars Technology 213 183 155
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars N/A Energy Limited Partnership 91 75 23
First Trust Preferred Securities and Income ETF FPE 4 Stars 3 Stars 4 Stars N/A Preferred Stock 60 49 28
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars 5 Stars N/A Large Value 1,144 1,022 747
First Trust Senior Loan Fund FTSL 4 Stars 5 Stars 3 Stars N/A Bank Loan 226 205 134
First Trust TCW Opportunistic Fixed Income ETF FIXD 4 Stars 4 Stars N/A N/A Intermediate Core-Plus Bond 571 498 357
First Trust TCW Unconstrained Plus Bond ETF UCON 4 Stars 4 Stars N/A N/A Nontraditional Bond 310 282 118
First Trust Value Line® Dividend Index Fund FVD 4 Stars 4 Stars 3 Stars 4 Stars Large Value 1,144 1,022 747
First Trust Water ETF FIW 5 Stars 5 Stars 5 Stars 5 Stars Natural Resources 105 98 87
FT Cboe Vest S&P 500® Dividend Aristocrats Target Income ETF® KNG 4 Stars 4 Stars N/A N/A Large Value 1,144 1,022 747
US Equity Dividend Select ETF RNDV 4 Stars 4 Stars N/A N/A Large Value 1,144 1,022 747

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.

©2021 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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