Morningstar

First Trust IndXX NextG ETF NXTG

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

Morningstar’s Analysis NXTG

Will NXTG 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 NXTG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NXTG 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 NXTG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Neither people nor process stand out at First Trust IndXX NextG ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

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 NXTG

More NXTG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fujitsu Ltd

1.57 6.1 Mil
Technology

International Business Machines Corp

1.49 5.8 Mil
Technology

F5 Inc

1.49 5.8 Mil
Technology

Xiaomi Corp Class B

1.47 5.8 Mil
Technology

NEC Corp

1.46 5.7 Mil
Technology

Ciena Corp

1.45 5.7 Mil
Technology

HCL Technologies Ltd

1.43 5.6 Mil
Technology

Infosys Ltd ADR

1.43 5.6 Mil
Technology

Telefonaktiebolaget L M Ericsson Class B

1.42 5.5 Mil
Technology

Arista Networks Inc

1.39 5.5 Mil
Technology

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