Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% -0.07% 4.450M 658.60
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.28% 55.00% -1.337M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by large capitalization companies. The manager defines large capitalization companies as those that, at the time of investment, have a minimum market capitalization equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies based upon the composition of the index at the time of investment.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 4.33 yrs
Daniel Lindquist 4.33 yrs
David McGarel 4.33 yrs
Jon Erickson 4.33 yrs
Roger Testin 4.33 yrs
Stan Ueland 4.33 yrs
Chris Bush 2.92 yrs
Erik Russo 2.24 yrs

Performance Versus Category

 
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
10.28%
27.29%
-16.41%
20.09%
8.57%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.76%
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6.21%
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21.17%
-5.29%
31.34%
17.96%
28.58%
-17.75%
25.54%
6.32%
18.33%
-8.91%
29.00%
16.08%
27.62%
-17.24%
24.72%
4.53%
As of April 23, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.33% Upgrade Upgrade
Stock 99.67% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by large capitalization companies. The manager defines large capitalization companies as those that, at the time of investment, have a minimum market capitalization equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies based upon the composition of the index at the time of investment.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 4.33 yrs
Daniel Lindquist 4.33 yrs
David McGarel 4.33 yrs
Jon Erickson 4.33 yrs
Roger Testin 4.33 yrs
Stan Ueland 4.33 yrs
Chris Bush 2.92 yrs
Erik Russo 2.24 yrs

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