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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% -0.00% 461.34M 83590.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.46% 37.00% 360.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide capital appreciation. The Fund invests at least 80% of its net assets in US-listed equity securities issued by companies whose minimum market capitalization is equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
10.28%
27.29%
-16.41%
20.09%
27.02%
14.68%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-4.60%
29.98%
19.29%
26.34%
-16.13%
22.48%
29.94%
13.83%
--
--
9.65%
26.09%
-9.97%
13.72%
18.07%
12.32%
--
--
2.23%
34.20%
-7.10%
15.42%
25.54%
17.39%
--
--
--
29.37%
-10.98%
18.32%
23.35%
14.41%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.26%
Stock 99.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Basic Info

Investment Strategy
The Fund seeks to provide capital appreciation. The Fund invests at least 80% of its net assets in US-listed equity securities issued by companies whose minimum market capitalization is equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Core Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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