ETF overview
The First Trust Active Factor Large Cap ETF's primary objective is capital appreciation. Under typical market conditions, the fund dedicates a minimum of 80% of its total assets (which may include borrowed capital) to shares of large, U.S.-listed companies. This ETF is actively managed, employing a multi-factor quantitative system alongside active risk management. This strategy is designed to build a portfolio that reflects exposure to various investment factors. These factors, as currently applied by the methodology, can include value, momentum, quality, and low volatility.
Fund facts
- Expense ratio
- 0.55%
- Fund assets
- 803.13M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Dec 3, 2019
- Number of holdings
- 216
Breakdown
Holdings (216)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.60% |
| Apple Inc. | AAPL | 6.83% |
| Alphabet Inc. (Class A) | GOOGL | 5.69% |
| Microsoft Corporation | MSFT | 4.24% |
| Amazon.com, Inc. | AMZN | 2.32% |
| Broadcom Inc. | AVGO | 2.25% |
| HF Sinclair Corp. | DINO | 1.13% |
| Visa Inc. (Class A) | V | 1.11% |
| Valero Energy Corporation | VLO | 1.07% |
| ExxonMobil Holdings Corp. | XOM | 1.04% |
| and 203 more | ||
Similar ETFs
- SEI Ang Research Enhanced U.S. Large Cap ETFANGU · Overlap 58% · Expense ratio 0.10%
- Northern Trust US Quality Large Cap ETFQLC · Overlap 58% · Expense ratio 0.26%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC · Overlap 57% · Expense ratio 0.09%
- iShares U.S. Equity Factor ETFLRGF · Overlap 55% · Expense ratio 0.08%
- Franklin U.S. Large Cap Multifactor Index ETFFLQL · Overlap 53% · Expense ratio 0.15%
- Hartford Disciplined US Equity ETFHDUS · Overlap 53% · Expense ratio 0.19%
- Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFDFAL · Overlap 53% · Expense ratio 0.13%
- WisdomTree U.S. LargeCap FundEPS · Overlap 53% · Expense ratio 0.08%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.55%
- Fund assets
- 803.13M USD (all share classes)
- Issuer
- First Trust
- Inception date
- Dec 3, 2019
- Number of holdings
- 216
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 7.60% |
| Apple Inc. | AAPL | 6.83% |
| Alphabet Inc. (Class A) | GOOGL | 5.69% |
| Microsoft Corporation | MSFT | 4.24% |
| Amazon.com, Inc. | AMZN | 2.32% |
| Broadcom Inc. | AVGO | 2.25% |
| HF Sinclair Corp. | DINO | 1.13% |
| Visa Inc. (Class A) | V | 1.11% |
| Valero Energy Corporation | VLO | 1.07% |
| ExxonMobil Holdings Corp. | XOM | 1.04% |
| and 203 more | ||
The First Trust Active Factor Large Cap ETF's primary objective is capital appreciation. Under typical market conditions, the fund dedicates a minimum of 80% of its total assets (which may include borrowed capital) to shares of large, U.S.-listed companies. This ETF is actively managed, employing a multi-factor quantitative system alongside active risk management. This strategy is designed to build a portfolio that reflects exposure to various investment factors. These factors, as currently applied by the methodology, can include value, momentum, quality, and low volatility.
- SEI Ang Research Enhanced U.S. Large Cap ETFANGU · Overlap 58% · Expense ratio 0.10%
- Northern Trust US Quality Large Cap ETFQLC · Overlap 58% · Expense ratio 0.26%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC · Overlap 57% · Expense ratio 0.09%
- iShares U.S. Equity Factor ETFLRGF · Overlap 55% · Expense ratio 0.08%
- Franklin U.S. Large Cap Multifactor Index ETFFLQL · Overlap 53% · Expense ratio 0.15%
- Hartford Disciplined US Equity ETFHDUS · Overlap 53% · Expense ratio 0.19%
- Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFDFAL · Overlap 53% · Expense ratio 0.13%
- WisdomTree U.S. LargeCap FundEPS · Overlap 53% · Expense ratio 0.08%
Overlap is the share of assets the two funds hold in common.
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