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CAAA
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund IV (CAAA)

Upturn stock ratingUpturn stock rating
$20.38
Delayed price
Profit since last BUY1.95%
upturn advisory
Consider higher Upturn Star rating
BUY since 45 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: CAAA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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

ai summary icon Upturn AI SWOT

First Trust Exchange-Traded Fund IV

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

First Trust is a well-established and reputable ETF issuer with a long track record of providing innovative investment solutions.

reliability logo Management Expertise

First Trust has a dedicated team of experienced investment professionals responsible for managing its ETF lineup.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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