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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.56% -0.13% 536.71M 76585.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.95% 35.00% -133.30M Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Global Select Dividend Index SM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World Index SM.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Value
Category Index MSCI ACWI Ex USA Value NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective World Stock
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
DJ Global Select Dividend TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Daniel Lindquist 16.37 yrs
David McGarel 16.37 yrs
Jon Erickson 16.37 yrs
Roger Testin 16.37 yrs
Stan Ueland 16.37 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 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 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
17.87%
-12.47%
20.65%
-5.43%
20.78%
-7.25%
8.16%
1.43%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
2.06%
23.86%
-17.28%
20.94%
3.56%
10.23%
-14.67%
20.12%
2.44%
24.07%
-13.50%
18.98%
-2.37%
10.75%
-9.08%
16.62%
3.51%
19.02%
-11.44%
25.83%
-6.46%
24.49%
-6.50%
14.27%
-1.54%
26.25%
-17.55%
21.27%
4.23%
12.88%
-13.73%
17.22%
2.97%
As of April 23, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.43% Upgrade Upgrade
Stock 99.57% 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 (before the fund's fees and expenses) of an equity index called the Dow Jones Global Select Dividend Index SM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World Index SM.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Value
Category Index MSCI ACWI Ex USA Value NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective World Stock
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
DJ Global Select Dividend TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Daniel Lindquist 16.37 yrs
David McGarel 16.37 yrs
Jon Erickson 16.37 yrs
Roger Testin 16.37 yrs
Stan Ueland 16.37 yrs
Chris Peterson 8.04 yrs
Erik Russo 3.16 yrs

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