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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% 0.03% 248.24M 41634.67
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.87% 17.00% 53.34M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield of an index called the Dow Jones Industrial Average ® Equal Weight Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the "DJIA"). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.
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 Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Value
YCharts Categorization US Large Cap Value
YCharts Benchmark Russell 1000 Value Total Return (^RLVTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
DJ Industrial Avg Equal Weight TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 6.49 yrs
Daniel Lindquist 6.49 yrs
David McGarel 6.49 yrs
Jon Erickson 6.49 yrs
Roger Testin 6.49 yrs
Stan Ueland 6.49 yrs
Erik Russo 3.09 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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 March 01, 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
--
-2.06%
24.68%
6.58%
18.81%
-7.45%
15.46%
3.65%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.97%
--
-1.19%
26.79%
5.06%
25.66%
-7.55%
12.34%
5.67%
--
-6.96%
26.17%
10.67%
24.09%
-5.85%
12.18%
8.79%
17.03%
-4.04%
24.89%
3.21%
26.06%
-10.94%
17.50%
6.37%
22.88%
-9.57%
23.94%
6.58%
27.31%
-9.64%
15.05%
7.07%
As of March 01, 2024.

Asset Allocation

As of February 27, 2024.
Type % Net % Long % Short
Cash 0.14% Upgrade Upgrade
Stock 99.86% 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 investment results that correspond generally to the price and yield of an index called the Dow Jones Industrial Average ® Equal Weight Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the "DJIA"). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.
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 Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Value
YCharts Categorization US Large Cap Value
YCharts Benchmark Russell 1000 Value Total Return (^RLVTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
DJ Industrial Avg Equal Weight TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 6.49 yrs
Daniel Lindquist 6.49 yrs
David McGarel 6.49 yrs
Jon Erickson 6.49 yrs
Roger Testin 6.49 yrs
Stan Ueland 6.49 yrs
Erik Russo 3.09 yrs

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