Morningstar

First Trust Expanded Technology ETF XPND

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis XPND

Will XPND outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XPND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XPND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XPND’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Expanded Technology ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XPND

More XPND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Oracle Corp

5.23 1.1 Mil
Technology

Salesforce Inc

4.87 1.0 Mil
Technology

Meta Platforms Inc Class A

4.84 1.0 Mil
Communication Services

Broadcom Inc

4.62 987,780
Technology

Mastercard Inc Class A

4.52 966,362
Financial Services

T-Mobile US Inc

4.52 966,115
Communication Services

Alphabet Inc Class A

4.47 956,680
Communication Services

Visa Inc Class A

4.42 944,570
Financial Services

Microsoft Corp

4.41 942,297
Technology

NVIDIA Corp

4.39 938,202
Technology

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