Fund Evaluator:
First Trust WCM Global Equity ETF (WCMG)Equity
Global Asset Class
International Equity
Fund Group
Global Large-Stock Value
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
0.85% F
Expense Ratio
$3 Mil
Assets
Open
Status
0.00%
12b-1 Fee
na
TTM Yield
0.00%
Max Load
na
Portfolio Turnover
Best Performing in Global Large-Stock Value Over the Last Year
| 53.5% | Vanguard Global Capital Cycles Investor (VGPMX) |
| 43.8% | AMG Yacktman Focused N (YAFFX) |
| 38.9% | LSV Global Value Investor (LVAGX) |
| 35.8% | T. Rowe Price Glbl Val Eq (TRGVX) |
| 35.2% | Polaris Global Value (PGVFX) |
Data as of 8/31/2026
1.1% D
1-Mo Return
1.3% F
3-Mo Return
na
YTD Return
na
1-Yr Return
na
3-Yr Return
na
5-Yr Return
na
Category Risk Index
na
Total Risk Index
Fund Details
Fund Family
First Trust
Inception Date
4/21/2026
Share Class Type
Equity Investment Style
Large-Cap
Blend
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
No
Benchmark Index
N/A: 100%
Additional Fund Details
First Trust WCM Global Equity ETF Overview
WCMG Trailing NAV Total Returns Data as of 8/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| WCMG Return (NAV) | 1.1% | 1.3% | na | na | na | na |
| WCMG Grade | D | F | na | na | na | na |
| +/- Category | -0.8% | -3.6% | na | na | na | na |
| Global Large-Stock Value Avg | 2.0% | 4.9% | 22.2% | 18.2% | 10.7% | 10.4% |
| WCMG Tax Cost Ratio | na | na | na | na | na | na |
WCMG Annual NAV Total ReturnsData as of 8/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| WCMG Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| WCMG Grade | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Global Large-Stock Value Avg | 14.8% | 24.1% | 9.7% | 14.7% | -9.1% | 19.1% | 4.1% | 22.9% | -10.3% | 18.7% | 9.5% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | -- |
| Dividend Distribution: | Semi-Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $3 Mil |
| Fund Total Assets: | $ 3 Mil |
| Share Class Type: | |
| Portfolio Turnover: | na |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 0.4 years | |||
| Average Tenure: 0.4 years | |||
| Managers (Year): Wiechert Andrew (2026), French Drew (2026), Quirk Rob (2026) | |||
Portfolio Composition (as of 8/31/26)
| # of Holdings: | 47 |
| % in Top 10 Holdings: | 36.2% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 53.2% |
Portfolio Allocation |
|
| Domestic Stock: | 45.6% |
| Foreign Stock: | 53.2% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.3% |
Purchase Information
| Fund Family: | First Trust |
| Phone Number: | 800-621-1675 |
| Website: | www.ftportfolios.com |
| Status: | Open |
| Inception Date: | April 21, 2026 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.00% |
Expenses and Fees | |
| Expense Ratio (%): | 0.85% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.05% |
| Share Class: | First Trust WCM Global Equity ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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