Morningstar

First Trust Active Factor Large Cap ETF AFLG

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis AFLG

Will AFLG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AFLG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFLG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AFLG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Active Factor Large Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AFLG

More AFLG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.26 1.5 Mil
Technology

Microsoft Corp

4.80 976,084
Technology

NVIDIA Corp

4.62 939,034
Technology

Alphabet Inc Class A

2.00 405,528
Communication Services

Amazon.com Inc

1.69 342,915
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.59 323,779
Financial Services

Meta Platforms Inc Class A

1.58 321,919
Communication Services

Broadcom Inc

1.38 280,736
Technology

Vistra Corp

1.24 251,241
Utilities

The Hartford Financial Services Group Inc

1.14 232,220
Financial Services

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