Key stats
About First Trust Active Factor Large Cap ETF
Home page
Inception date
Dec 3, 2019
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
First Trust Advisors LP
Distributor
First Trust Portfolios LP
AFLG constructs its portfolio by using a multi-factor quantitative methodology with active risk management to screen US companies in the large-cap space. Securities selected are exhibiting exposures to one or more investing factors value, momentum, quality, and low volatility. AFLG being actively-managed, the advisor is able to alter the investing factors used in the portfolio construction in response to changes in market conditions, emergent academic research or other considerations, in addition to managing risk exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Electronic Technology
Finance
Technology Services
Stocks99.89%
Electronic Technology18.88%
Finance16.35%
Technology Services16.09%
Retail Trade7.55%
Health Technology6.17%
Utilities5.29%
Producer Manufacturing4.41%
Consumer Non-Durables4.33%
Consumer Services3.36%
Health Services2.57%
Energy Minerals2.33%
Consumer Durables2.28%
Process Industries2.13%
Distribution Services1.70%
Commercial Services1.57%
Industrial Services1.51%
Communications1.32%
Non-Energy Minerals0.92%
Transportation0.88%
Miscellaneous0.24%
Bonds, Cash & Other0.11%
Mutual fund0.11%
Stock breakdown by region
North America97.64%
Europe2.36%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history