Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.76% -0.01% 27.74M 6389.73
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 51.00% 21.60M 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 (plus any borrowings for investment purposes) in common stock and depository receipts issued by U.S. and non-U.S. companies that may benefit from the development or application of scientific and technological innovation. The fund’s investments will be concentrated in the information technology sector, and therefore, may be concentrated in one or more industries within the information technology sector. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Russell 3000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 2.85 yrs
David McGarel 2.85 yrs
Jared Wollen 2.85 yrs
Robert Hensley 2.85 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
--
--
--
--
--
-34.95%
39.34%
8.07%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.76%
--
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--
43.25%
9.73%
--
--
--
--
13.23%
-39.18%
45.21%
9.92%
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--
--
--
--
-26.92%
31.26%
12.84%
--
--
--
--
--
--
35.95%
6.26%
As of April 23, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 1.42% Upgrade Upgrade
Stock 98.58% 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 (plus any borrowings for investment purposes) in common stock and depository receipts issued by U.S. and non-U.S. companies that may benefit from the development or application of scientific and technological innovation. The fund’s investments will be concentrated in the information technology sector, and therefore, may be concentrated in one or more industries within the information technology sector. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Russell 3000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 2.85 yrs
David McGarel 2.85 yrs
Jared Wollen 2.85 yrs
Robert Hensley 2.85 yrs

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