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First Trust Exchange-Traded Fund II - First Trust Alerian Disruptive Technology Real Estate ETF (DTRE)
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Upturn Advisory Summary
04/01/2025: DTRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.74% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1248 | Beta 1.18 | 52 Weeks Range 35.54 - 43.97 | Updated Date 04/1/2025 |
52 Weeks Range 35.54 - 43.97 | Updated Date 04/1/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund II - First Trust Alerian Disruptive Technology Real Estate ETF
ETF Overview
Overview
The First Trust Alerian Disruptive Technology Real Estate ETF (Bldgs) seeks investment results that correspond generally to the price and yield of the Alerian Disruptive Technology Real Estate Index. It invests in companies involved in technology-driven innovations impacting the real estate sector, including property technology (PropTech), data centers, cell towers, and e-commerce logistics.
Reputation and Reliability
First Trust is a well-established ETF provider with a solid reputation for delivering innovative investment solutions.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing sector-specific and thematic ETFs.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the Alerian Disruptive Technology Real Estate Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Alerian Disruptive Technology Real Estate Index, which focuses on companies involved in disruptive technology within the real estate sector.
Composition The ETF holds a portfolio of stocks representing companies that are driving innovation and technological advancement in real estate.
Market Position
Market Share: Insufficient data to determine precise market share.
Total Net Assets (AUM): Unknown
Competitors
Key Competitors
- None
Competitive Landscape
The competitive landscape within the disruptive technology real estate ETF space is evolving, with limited available competitors due to the niche nature of the sector. Bldgs provides focused exposure to companies driving technological innovation within the real estate industry.
Financial Performance
Historical Performance: Insufficient data available
Benchmark Comparison: Insufficient data available
Expense Ratio: 0.60
Liquidity
Average Trading Volume
The average trading volume for this ETF requires further research to assess its liquidity precisely.
Bid-Ask Spread
The bid-ask spread for this ETF requires further research to fully understand the cost of trading it.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, technology adoption rates, and real estate market trends can affect the performance of Bldgs.
Growth Trajectory
Growth will depend on the expansion of disruptive technologies within the real estate sector, including PropTech, data centers, and e-commerce logistics.
Moat and Competitive Advantages
Competitive Edge
Bldgs offers targeted exposure to companies leading technological change in the real estate industry. Its focus on disruptive technologies within real estate makes it unique. This allows investors to capitalize on the growth potential of areas such as data centers, cell towers, and PropTech without broad exposure to traditional real estate. The ETF's focused approach distinguishes it from broader real estate ETFs.
Risk Analysis
Volatility
Volatility will be influenced by the performance of technology stocks, real estate market conditions, and overall market sentiment.
Market Risk
Specific risks include concentration in technology-related real estate companies, regulatory changes affecting these sectors, and potential for technological obsolescence.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking targeted exposure to disruptive technologies within the real estate sector. Investors should understand the risks and potential rewards of investing in a niche, sector-specific ETF.
Market Risk
Suitable for long-term investors seeking growth potential through disruptive technologies in real estate. It is likely less suitable for extremely risk-averse investors.
Summary
First Trust Alerian Disruptive Technology Real Estate ETF (Bldgs) provides targeted exposure to companies driving technological innovation in real estate. Its focus on disruptive technologies such as PropTech and data centers distinguishes it from broader real estate ETFs. The ETF is suitable for investors who understand the risks associated with investing in niche sectors and are seeking long-term growth. Its performance is linked to the success of these companies and market conditions.
Similar Companies
- None
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF Database
- Alerian Index Website
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 II - First Trust Alerian Disruptive Technology Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the common stocks, real estate investment trusts ("REITs") and depository receipts that comprise the index. The index seeks to provide exposure to companies that own, operate and/or lease real estate that supports advanced wired and wireless communication, data storage and processing infrastructure, e-commerce warehouses and fulfillment centers.
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