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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 12/31/2019.

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 BuyWrite Income ETF FTHI 4 Stars 3 Stars 4 Stars N/A Options-based 114 71 12
First Trust Capital Strength ETF FTCS 4 Stars 4 Stars 4 Stars 3 Stars Large Blend 1,203 1,058 808
First Trust CEF Income Opportunity ETF FCEF 5 Stars 5 Stars N/A N/A World Allocation 379 320 182
First Trust Dow Jones Global Select Dividend Index Fund FGD 4 Stars 3 Stars 4 Stars 5 Stars Foreign Large Value 304 253 165
First Trust Dow Jones Internet Index Fund FDN 4 Stars 3 Stars 3 Stars 5 Stars Technology 195 179 152
First Trust Dow Jones Select MicroCap Index Fund FDM 5 Stars 4 Stars 5 Stars 5 Stars Small Value 387 346 237
First Trust Emerging Markets AlphaDEX® Fund FEM 4 Stars 4 Stars 4 Stars N/A Diversified Emerging Mkts 712 577 242
First Trust Emerging Markets Small Cap AlphaDEX® Fund FEMS 4 Stars 4 Stars 4 Stars N/A Diversified Emerging Mkts 712 577 242
First Trust Eurozone AlphaDEX® ETF FEUZ 4 Stars 3 Stars 4 Stars N/A Europe Stock 95 79 53
First Trust Financials AlphaDEX® Fund FXO 4 Stars 3 Stars 4 Stars 5 Stars Financial 92 85 69
First Trust Horizon Managed Volatility Developed International ETF HDMV 5 Stars 5 Stars N/A N/A Foreign Large Blend 628 495 372
First Trust International Equity Opportunities ETF FPXI 4 Stars 5 Stars 3 Stars N/A Foreign Large Growth 405 338 246
First Trust Long/Short Equity ETF FTLS 5 Stars 4 Stars 5 Stars N/A Long-Short Equity 192 139 39
First Trust Low Duration Opportunities ETF LMBS 4 Stars 3 Stars 5 Stars N/A Short-Term Bond 488 442 280
First Trust Managed Municipal ETF FMB 5 Stars 5 Stars 5 Stars N/A Muni National Interm 239 215 149
First Trust Materials AlphaDEX® Fund FXZ 4 Stars 3 Stars 4 Stars 4 Stars Natural Resources 115 109 80
First Trust Morningstar Dividend Leaders Index Fund FDL 5 Stars 3 Stars 5 Stars 5 Stars Large Value 1,091 945 690
First Trust Municipal CEF Income Opportunity ETF MCEF 5 Stars 5 Stars N/A N/A Muni National Interm 239 215 149
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW 4 Stars 3 Stars 3 Stars 4 Stars Large Growth 1,218 1,086 811
First Trust NASDAQ-100-Technology Sector Index Fund QTEC 4 Stars 3 Stars 3 Stars 4 Stars Technology 195 179 152
First Trust North American Energy Infrastructure Fund EMLP 5 Stars 5 Stars 5 Stars N/A Energy Limited Partnership 85 74 1
First Trust Preferred Securities and Income ETF FPE 5 Stars 4 Stars 5 Stars N/A Preferred Stock 53 43 20
First Trust Rising Dividend Achievers ETF RDVY 5 Stars 5 Stars 5 Stars N/A Large Value 1,091 945 690
First Trust S&P International Dividend Aristocrats ETF FID 4 Stars 5 Stars 3 Stars N/A Foreign Large Value 304 253 165
First Trust US Equity Opportunities ETF FPX 4 Stars 2 Stars 2 Stars 5 Stars Large Growth 1,218 1,086 811
First Trust Value Line® Dividend Index Fund FVD 5 Stars 4 Stars 5 Stars 5 Stars Large Value 1,091 945 690

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.

©2020 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.
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