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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.03% 232.18M 337254.6
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.33% 27.00% 45.44M Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ-100 Ex-Tech Sector Index. The Ex-Tech Index is an equal-weighted index based on the securities of the NASDAQ-100 Index that are not classified as "technology".
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 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)
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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
-5.74%
28.02%
36.84%
12.02%
-13.09%
16.80%
6.71%
6.63%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-7.09%
26.88%
10.45%
26.36%
-14.23%
16.25%
19.93%
13.13%
-3.41%
23.63%
17.97%
15.18%
-21.73%
22.39%
23.35%
14.20%
-5.15%
31.74%
20.78%
28.49%
-19.88%
27.87%
20.22%
14.45%
-4.97%
24.88%
22.93%
23.33%
-20.92%
21.05%
22.50%
9.98%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.68%
Stock 99.53%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ-100 Ex-Tech Sector Index. The Ex-Tech Index is an equal-weighted index based on the securities of the NASDAQ-100 Index that are not classified as "technology".
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 Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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