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First Trust Exchange-Traded Fund IV (CAAA)



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Upturn Advisory Summary
04/01/2025: CAAA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.62% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 5420 | Beta - | 52 Weeks Range 18.86 - 20.39 | Updated Date 04/1/2025 |
52 Weeks Range 18.86 - 20.39 | Updated Date 04/1/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund IV
ETF Overview
Overview
First Trust Exchange-Traded Fund IV is a suite of ETFs offering diverse investment strategies across various sectors and asset classes. They aim to provide targeted exposure to specific market segments, focusing on growth and innovation.
Reputation and Reliability
First Trust is a well-established and reputable ETF issuer with a long track record of providing innovative investment solutions.
Management Expertise
First Trust has a dedicated team of experienced investment professionals responsible for managing its ETF lineup.
Investment Objective
Goal
The primary investment goal varies depending on the specific First Trust Exchange-Traded Fund IV. Each fund is designed to pursue specific objectives ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The strategy depends on the individual fund, ranging from tracking specific indexes to actively managed strategies within defined sectors.
Composition The composition varies widely depending on the specific fund. It can include stocks, bonds, commodities, or a mix of assets.
Market Position
Market Share: Varies widely depending on the specific fund.
Total Net Assets (AUM): Varies widely depending on the specific fund.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is very broad, with numerous competitors depending on the specific sector. Advantages would be its innovative investment strategies and disadvantages are higher expense ratios for actively managed funds.
Financial Performance
Historical Performance: Varies widely depending on the specific fund.
Benchmark Comparison: Varies widely depending on the specific fund.
Expense Ratio: Varies widely depending on the specific fund.
Liquidity
Average Trading Volume
The average trading volume of the ETF varies depending on the specific fund, but it is generally moderate for most First Trust ETFs.
Bid-Ask Spread
The bid-ask spread also varies depending on the specific fund, but it is generally competitive for most First Trust ETFs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions impact the performance of the First Trust Exchange-Traded Fund IV.
Growth Trajectory
Growth depends on the specific fund and its investment strategy. Innovation is key to the long term growth trajectory for these ETF products.
Moat and Competitive Advantages
Competitive Edge
First Trust Exchange-Traded Fund IV has several competitive advantages. First, First Trust has a strong reputation and brand recognition in the ETF market. Second, The company offers a diverse range of innovative and specialized ETF products targeting specific market segments or investment themes. Finally, Some of their ETFs are actively managed which provides the flexibility to adapt to changing market conditions and potentially outperform passive benchmarks, if they are well-managed.
Risk Analysis
Volatility
Volatility depends on the specific fund and the asset classes it holds.
Market Risk
Specific risks depend on the underlying assets, including sector-specific risks, interest rate risk, and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific fund. Generally, investors looking for targeted exposure to specific sectors or investment themes are suitable for First Trust ETFs.
Market Risk
Suitability depends on the specific fund and the investor's risk tolerance and investment goals. They are suitable for both long-term investors seeking diversification, and active traders looking to capitalize on short-term market trends.
Summary
First Trust Exchange-Traded Fund IV offers a range of ETFs with diverse investment strategies targeting specific sectors and asset classes. These ETFs provide targeted exposure to specific market segments, focusing on growth and innovation, and their expense ratios and liquidity vary depending on the fund. The company has a strong reputation and brand recognition in the ETF market, though specific risk tolerance should be researched before investing in any First Trust ETF. Ultimately, First Trust ETF are suitable for both long-term investors seeking diversification, and active traders looking to capitalize on short-term market trends.
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Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
Data and analysis are based on available information and may not be exhaustive. Investment decisions should be based on individual circumstances and professional advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Exchange-Traded Fund IV
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, the fund seeks to invest 100% of its Investment Portfolio in investment grade securities. Investment grade securities are those securities that are, at the time of purchase, rated as investment grade by at least one nationally recognized statistical rating organization ("NRSRO") rating such securities, or if unrated, debt securities determined by the fund"s investment advisor to be of comparable quality. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.