Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2530.0027.64

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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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 market capitalization is between a minimum of $250 million and the maximum market capitalization of a widely recognized index of small cap companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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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
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8.44%
26.03%
-17.50%
22.22%
10.55%
-7.92%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-4.81%
-5.07%
18.32%
10.52%
26.59%
-16.87%
20.88%
8.34%
-5.86%
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24.98%
-17.30%
16.39%
9.62%
-8.95%
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2.19%
-9.03%
-11.36%
18.88%
13.34%
32.55%
-15.93%
18.51%
12.39%
-5.96%
As of March 29, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of January 31, 2025.
Type % Net
Cash 0.04%
Stock 99.91%
Bond 0.05%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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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 market capitalization is between a minimum of $250 million and the maximum market capitalization of a widely recognized index of small cap companies.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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