Home   Logon   Mobile Site   Research and Commentary   About Us   Call 1.800.621.1675 or Email Us       Follow Us: 

Search by Ticker, Keyword or CUSIP       
 
 

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 2/28/2019.

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 BICK Index Fund BICK 4 Stars 5 Stars 3 Stars N/A Diversified Emerging Mkts 713 552 235
First Trust BuyWrite Income ETF FTHI 5 Stars 4 Stars 5 Stars N/A Options-based 97 63 13
First Trust Capital Strength ETF FTCS 5 Stars 3 Stars 5 Stars 5 Stars Large Blend 1,215 1,076 809
First Trust Dorsey Wright People's Portfolio ETF DWPP 5 Stars 5 Stars 5 Stars N/A Long-Short Equity 198 120 33
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 3 Stars 4 Stars 5 Stars Foreign Large Value 277 229 150
First Trust Dow Jones Internet Index Fund FDN 4 Stars 4 Stars 3 Stars 5 Stars Technology 183 174 146
First Trust Dow Jones Select MicroCap Index Fund FDM 5 Stars 5 Stars 5 Stars 4 Stars Small Value 389 342 233
First Trust Eurozone AlphaDEX® ETF FEUZ 4 Stars 4 Stars N/A N/A Europe Stock 103 73 52
First Trust Financials AlphaDEX® Fund FXO 4 Stars 3 Stars 4 Stars 5 Stars Financial 97 92 77
First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund FFR 4 Stars 3 Stars 3 Stars 4 Stars Global Real Estate 192 152 106
First Trust Health Care AlphaDEX® Fund FXH 4 Stars 3 Stars 3 Stars 4 Stars Health 132 121 98
First Trust Hedged BuyWrite Income ETF FTLB 4 Stars 4 Stars 4 Stars N/A Options-based 97 63 13
First Trust International Equity Opportunities ETF FPXI 5 Stars 5 Stars N/A N/A Foreign Large Growth 366 314 228
First Trust Large Cap Core AlphaDEX® Fund FEX 4 Stars 3 Stars 3 Stars 4 Stars Large Blend 1,215 1,076 809
First Trust Large Cap Value AlphaDEX® Fund FTA 4 Stars 3 Stars 3 Stars 4 Stars Large Value 1,095 935 688
First Trust Latin America AlphaDEX® Fund FLN 4 Stars 3 Stars 4 Stars N/A Latin America Stock 19 18 10
First Trust Long/Short Equity ETF FTLS 4 Stars 4 Stars N/A N/A Long-Short Equity 198 120 33
First Trust Low Duration Opportunities ETF LMBS 4 Stars 4 Stars N/A N/A Short-Term Bond 476 415 265
First Trust Managed Municipal ETF FMB 5 Stars 5 Stars N/A N/A Muni National Interm 259 227 147
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 3 Stars 4 Stars 5 Stars Natural Resources 119 114 80
First Trust Mid Cap Core AlphaDEX® Fund FNX 4 Stars 4 Stars 3 Stars 4 Stars Mid-Cap Blend 383 338 239
First Trust Morningstar Dividend Leaders Index Fund FDL 4 Stars 2 Stars 5 Stars 5 Stars Large Value 1,095 935 688
First Trust Multi Cap Value AlphaDEX® Fund FAB 4 Stars 4 Stars 3 Stars 4 Stars Mid-Cap Value 356 305 219
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 3 Stars 3 Stars 5 Stars Large Growth 1,254 1,114 804
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 4 Stars 4 Stars 4 Stars Technology 183 174 146
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 4 Stars 5 Stars N/A Energy Limited Partnership 98 68 1
First Trust NYSE Arca Biotechnology Index Fund FBT 4 Stars 4 Stars 3 Stars 4 Stars Health 132 121 98
First Trust Preferred Securities and Income ETF FPE 4 Stars 4 Stars 4 Stars N/A Preferred Stock 51 39 18
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars 5 Stars N/A Large Value 1,095 935 688
First Trust Small Cap Core AlphaDEX® Fund FYX 4 Stars 3 Stars 3 Stars 4 Stars Small Blend 638 528 387
First Trust Small Cap Growth AlphaDEX® Fund FYC 4 Stars 3 Stars 4 Stars N/A Small Growth 587 523 391
First Trust US Equity Opportunities ETF FPX 4 Stars 3 Stars 3 Stars 5 Stars Large Growth 1,254 1,114 804
First Trust Value Line® Dividend Index Fund FVD 5 Stars 3 Stars 5 Stars 5 Stars Large Value 1,095 935 688

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.

©2019 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 advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
First Trust Portfolios L.P.  Member SIPC and FINRA.
First Trust Advisors L.P.
Home |  Important Legal Information |  Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2019 All rights reserved.