The First Trust American Leadership IndexTM ("The Index") is designed to measure the performance of four indexes whose constituents are U.S. listed companies that are poised to drive the growth and innovation of the American economy.
The Index seeks to provide equally weighted exposure to the following four underlying constituent indexes (the "Underlying Indexes") with a rebalance to equal weight on a quarterly basis.
| Index Performance * | 3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception† |
|---|---|---|---|---|---|---|---|
| First Trust American Leadership Index™ | 6.00% | 16.68% | 32.70% | N/A | N/A | N/A | 5.81% |
| Index Performance * | 3 Month | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception† |
|---|---|---|---|---|---|---|---|
| First Trust American Leadership Index™ | 6.00% | 16.68% | 32.70% | N/A | N/A | N/A | 5.81% |
FT Indexing Solutions LLC ("FTIS") defines various dates to assist our clients in providing transparency:
FTIS has retained Bloomberg Index Services Limited ("BISL" and with its affiliates, "Bloomberg") to act as the administrator and calculation agent of the Index. FTIS does not guarantee the timeliness, accurateness, or completeness of any such calculations.
Please refer to the methodology for the Index (the "Methodology") for more details about the Index, including the manner in which it is rebalanced, the timing of such rebalancing, criteria for additions and deletions of the Underlying Indexes, as well as all Index calculations.
This website does not constitute an offer of any services or financial products. Except for certain custom index calculation services, all information provided by FTIS is general in nature and not tailored to the needs of any person, entity or group of persons. FTIS receives compensation in connection with licensing its indices including the Index, to third parties and providing custom calculation services. It is not possible to invest directly in an index. Exposure to an asset class represented by an index may be available through investable instruments offered by third parties that are based on that index.
FTIS does not sponsor, endorse, sell promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of the Index. FTIS is not an investment or tax advisor. FTIS makes no representation regarding the advisability of investing in any such investment fund or other investment product or vehicle. A tax advisor should be consulted to evaluate the impact of any tax consequences of making any particular investment decision based on the Index. Credit-related information and other analyses, including ratings, are generally provided by licensors.
Index returns or those of the Underlying Indexes shown do not represent the results of actual trading of investable assets or securities. FTIS or its affiliates maintains the Index but does not manage actual assets. Index returns do not reflect payment of any sales charges or fees an investor may pay to purchase the securities underlying the Index or investment funds, or financial products that are intended to track the performance of the Index. The imposition of these fees and charges would cause actual and back-tested performance of the securities, fund, or financial products to be lower than the Index performance shown. As a simple example, if an index returned 10% on a $100,000 investment for a 12-month period (or $10,000) and an asset-based management fee of 1.50% was imposed at the end of the period on the investment plus accrued interest (or $1,650), the net return would be 8.35%, or $8,350 for the 12-month period. Over a three-year period, an annual 1.50% management fee taken at year end with an assumed 10.00% return per year would result in a cumulative gross return of 33.10%, a total fee of $5,375 and a cumulative net return of 27.20% (or $27,200).
GENERAL DISCLAIMERS
The First Trust American Leadership IndexTM ("FTIS Index") is a product of and owned by FT Indexing Solutions LLC ("FTIS") and is administered and calculated by Bloomberg Index Service Limited and its affiliates (collectively, “BISL”). FIRST TRUST® and First Trust American Leadership IndexTM are trademarks of First Trust Portfolios L.P (collectively, with FTIS and their respective affiliates, "First Trust"). The foregoing index and trademarks have been licensed for use for certain purposes by Bloomberg and certain other parties in connection with the FTIS Index.
The Dow Jones Internet Composite IndexTM ("Dow Index") is a product of S&P Dow Jones Indices LLC or its affiliates ("SPDJI") and has been licensed for use by FTIS. S&P® is a trademark of Standard & Poor’s Financial Service LLC. Dow Jones® and Dow Jones Internet Composite Index are trademarks of Dow Jones Trademark Holdings LLC ("Dow Jones"). The foregoing trademarks have been licensed for use by SPDJI and have been sublicensed for use for certain purposes by FTIS in connection with the FTIS Index.
The Nasdaq U.S. Rising Dividend Achievers IndexTM and Nasdaq Technology Dividend IndexTM are products of Nasdaq, Inc. (which with its affiliates is referred to as the "Nasdaq"). Nasdaq®, Nasdaq U.S. Rising Dividend Achievers Index, and Nasdaq Technology Dividend Index are trademarks of Nasdaq. The foregoing indexes (collectively, the "Nasdaq Indexes") and trademarks have been licensed for use for certain purposes by FTIS in connection with the FTIS Index.
The Nasdaq Riskalyze U.S. Large Cap Select Dividend IndexTM ("Riskalyze Index") is a product of Riskalyze, Inc. ("Riskalyze"). Riskalyze® and Nasdaq Riskalze U.S. Large Cap Select Dividend IndexTM are trademarks of Riskalyze. Nasdaq® is a trademark of Nasdaq, Inc. The foregoing index and trademarks have been licensed for use for certain purposes by FTIS in connection with the FTIS Index.
Bloomberg® is a trademark and service mark of Bloomberg Finance L.P. Bloomberg Finance L.P., BISL, and their affiliates (collectively, "Bloomberg") are not affiliated with First Trust. Bloomberg’s association with First Trust is to act as the administrator and calculation agent of the FTIS Index, which is the property of FTIS. Bloomberg does not guarantee the timeliness, accurateness, or completeness of the FTIS Index or any data or information relating thereto and shall have no liability in connection with the FTIS Index or any data or information relating thereto.
First Trust, SPDJI, Dow Jones, Nasdaq, Riskalyze, Bloomberg and their respective affiliates (collectively, the "Companies") do not make any representation regarding the advisability of investing in products based on the FTIS Index, Dow Index, Nasdaq Indexes, or Riskalyze Index, do not make any warranties or bear any liability with respect to such products, and do not make any warranties or bear any liability with respect to the FTIS Index or any other party’s index.
THE COMPANIES DO NOT GUARANTEE THE ADEQUACY, ACCURACY, TIMELINESS, COMPLETENESS, AND/OR UNINTERRUPTED CALCULATION OF THE FTIS INDEX, DOW INDEX, NASDAQ INDEXES, RISKALYZE INDEX, OR ANY DATA INCLUDED THEREIN OR ANY COMMUNICATION WITH RESPECT THERETO, INCLUDING, ORAL, WRITTEN, OR ELECTRONIC COMMUNICATIONS. THE COMPANIES SHALL HAVE NO LIABILITY FOR ANY ERRORS, OMISSIONS, OR INTERRUPTIONS IN THE FTIS INDEX, DOW INDEX, NASDAQ INDEXES, OR RISKALYZE INDEX OR PRODUCTS BASED ON THE FTIS INDEX, DOW INDEX, NASDAQ INDEXES, OR RISKALYZE INDEX. THE COMPANIES MAKE NO WARRANTY, EXPRESS OR IMPLIED, AS TO THE RESULTS TO BE OBTAINED BY LICENSEES, OWNERS OF THE PRODUCTS OR OF PRODUCTS BASED ON THE FTIS INDEX, DOW INDEX, NASDAQ INDEXES, OR RISKALYZE INDEX, OR BY ANY OTHER PERSON OR ENTITY FROM THE USE OF THE FTIS INDEX, DOW INDEX, NASDAQ INDEXES, OR RISKALYZE INDEX, OR ANY DATA INCLUDED THEREIN.