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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% 0.02% 212.41M 28895.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.35% 27.00% 14.20M 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
Equity Style Multi Cap Core
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
2019
2020
2021
2022
2023
2024
2025
YTD
28.02%
36.84%
12.02%
-13.09%
16.80%
6.71%
8.02%
1.81%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.80%
24.58%
5.59%
19.66%
-14.98%
26.16%
25.61%
19.00%
1.80%
30.07%
17.52%
27.71%
-18.97%
22.07%
18.13%
13.98%
1.82%
31.74%
20.78%
28.49%
-19.88%
27.87%
20.22%
16.04%
1.56%
36.13%
27.63%
25.26%
-18.36%
28.15%
78.15%
12.10%
2.63%
As of January 11, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.31%
Stock 99.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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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
Equity Style Multi Cap Core
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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