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FCFY
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund (FCFY)

Upturn stock ratingUpturn stock rating
$25.15
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • 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

01/21/2025: FCFY (1-star) is currently NOT-A-BUY. Pass it for now.

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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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 11.25%
Avg. Invested days 71
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 131
Beta -
52 Weeks Range 21.31 - 25.44
Updated Date 01/21/2025
52 Weeks Range 21.31 - 25.44
Updated Date 01/21/2025

AI Summary

ETF First Trust Exchange-Traded Fund Summary

Profile:

First Trust Exchange-Traded Fund offers a range of investment options across various sectors and asset classes. Specific details about the target sector, asset allocation, and investment strategy will vary depending on the individual ETF within the First Trust family.

Objective:

The primary investment goal of each First Trust ETF is outlined in its prospectus. Common objectives include income generation, capital appreciation, or tracking a specific index or benchmark.

Issuer:

First Trust Advisors L.P.:

  • Reputation and Reliability: First Trust is a well-established and reputable asset management firm with over $200 billion in assets under management as of November 2023. The firm has a strong track record and is known for its innovative and diverse ETF offerings.
  • Management: The First Trust management team consists of experienced investment professionals with expertise in various asset classes and investment strategies.

Market Share:

First Trust holds a significant market share in the ETF industry, ranking among the top 10 ETF sponsors. The exact market share depends on the specific ETF and its sector.

Total Net Assets:

The total net assets under management for each First Trust ETF will vary depending on the specific fund. You can find the most up-to-date information on the First Trust website.

Moat:

First Trust's competitive advantages include:

  • Unique Strategies: First Trust offers a variety of ETFs with unique investment strategies, such as actively managed thematic ETFs and alternative income ETFs.
  • Superior Management: The experienced management team has a proven track record of success in managing various investment portfolios.
  • Niche Market Focus: First Trust caters to specific investor needs through its diverse ETF offerings, covering various sectors and asset classes.

Financial Performance:

Analyzing the historical financial performance of each First Trust ETF individually is crucial. You can find performance data on the First Trust website or through financial data providers. Comparing the ETF's performance to its benchmark index is also essential to gauge its effectiveness.

Growth Trajectory:

Identifying trends and growth patterns for each First Trust ETF requires analyzing individual fund performance and its respective sector outlook.

Liquidity:

Average Trading Volume: Liquidity information for each First Trust ETF, including average trading volume and bid-ask spread, is available on the First Trust website or through financial data providers.

Market Dynamics:

Understanding the factors affecting the ETF's market environment involves analyzing economic indicators, sector growth prospects, and current market conditions relevant to the specific ETF's holdings.

Competitors:

Identifying key competitors and their market share percentages for each First Trust ETF is crucial for understanding the competitive landscape. This information can be found through financial data providers or ETF comparison websites.

Expense Ratio:

The expense ratio for each First Trust ETF varies depending on the fund. You can find the expense ratio information in the ETF's prospectus or on the First Trust website.

Investment Approach and Strategy:

The investment approach and strategy for each First Trust ETF will differ based on the specific fund's objectives. Analyzing the prospectus and portfolio composition is crucial to understanding the ETF's strategy, whether it tracks an index, focuses on a specific sector, or employs an active management approach.

Key Points:

  • First Trust offers a diverse range of ETFs catering to various investor needs and risk profiles.
  • The firm has a strong reputation and experienced management team.
  • Each ETF has its unique investment objectives, strategies, and risk profiles.
  • Analyzing individual ETF performance, market dynamics, and competitor landscape is crucial for informed investment decisions.

Risks:

Each First Trust ETF carries specific risks, including volatility and market风险. Analyzing the prospectus and understanding the underlying assets are crucial for assessing these risks.

Who Should Consider Investing:

The ideal investor for each First Trust ETF depends on the individual fund's risk profile, investment objectives, and suitability for the investor's portfolio.

Fundamental Rating Based on AI:

Due to the limitations of my current knowledge base, I am unable to provide an AI-based rating for First Trust Exchange-Traded Fund. However, I can offer guidance on factors to consider for such a rating:

  • Financial health: Analyze the ETF's financial performance, expense ratio, and portfolio composition.
  • Market position: Evaluate the ETF's market share, liquidity, and competitive landscape.
  • Future prospects: Consider the ETF's growth trajectory, market trends, and underlying asset outlook.

Resources and Disclaimers:

Disclaimer: The information provided above is for general knowledge and informational purposes only, and does not constitute professional financial advice. It is essential to conduct thorough research and consult with a qualified financial advisor before making any investment decisions.

About First Trust Exchange-Traded Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index measures the performance of companies within the S&P 500® Index that have the highest relative FCF Yield within each GICS® sector represented in the S&P 500® Index. It is non-diversified.

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