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Upturn AI SWOT - About
First Trust STOXX® European Select Dividend Index Fund (FDD)
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Upturn Advisory Summary
04/01/2025: FDD (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 13.6% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 274415 | Beta 1.09 | 52 Weeks Range 10.67 - 13.90 | Updated Date 04/2/2025 |
52 Weeks Range 10.67 - 13.90 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust STOXX® European Select Dividend Index Fund
ETF Overview
Overview
The First Trust STOXXu00ae European Select Dividend Index Fund (FDD) seeks investment results that correspond generally to the price and yield, before fees and expenses, of the STOXXu00ae Europe Select Dividend 30 Index. The fund invests in a portfolio of dividend-paying stocks from European companies.
Reputation and Reliability
First Trust is a well-established issuer known for a variety of ETFs with a solid track record.
Management Expertise
First Trust Advisors L.P. has extensive experience managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield, before fees and expenses, of the STOXXu00ae Europe Select Dividend 30 Index.
Investment Approach and Strategy
Strategy: The fund aims to replicate the performance of the STOXXu00ae Europe Select Dividend 30 Index.
Composition The ETF holds a basket of dividend-paying stocks from European companies. Its composition focuses on high-dividend yield securities.
Market Position
Market Share: FDDu2019s market share is relatively small compared to broader European equity ETFs.
Total Net Assets (AUM): 47520000
Competitors
Key Competitors
- Vanguard FTSE Europe ETF (VGK)
- iShares Core MSCI Europe ETF (IEUR)
- SPDR EURO STOXX 50 ETF (FEZ)
Competitive Landscape
The European equity ETF market is highly competitive, with major players offering broad-based exposure. FDD differentiates itself by focusing specifically on dividend-paying stocks within Europe. The disadvantage is FDD has a higher expense ratio compared to VGK or IEUR.
Financial Performance
Historical Performance: Historical financial performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be performed against the STOXXu00ae Europe Select Dividend 30 Index using financial data providers.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The ETF's liquidity, gauged by average trading volume, might be relatively moderate compared to broader European equity ETFs.
Bid-Ask Spread
The bid-ask spread for FDD may be wider than more liquid, broadly-based European equity ETFs.
Market Dynamics
Market Environment Factors
Economic conditions in Europe, interest rate policies, and sector-specific growth prospects influence FDD's performance.
Growth Trajectory
The growth trajectory of FDD is dependent on European dividend-paying stocks and investor preference for dividend income. Changes to the index methodology can also affect holdings.
Moat and Competitive Advantages
Competitive Edge
FDD's competitive edge lies in its specific focus on dividend-paying European stocks, offering a targeted approach for income-seeking investors. It provides exposure to a select group of high-dividend yielding companies. The fund's strategy might appeal to investors seeking consistent income streams from mature European markets. However, it might not perform as well during periods of high growth where dividend stocks are typically outpaced by growth stocks.
Risk Analysis
Volatility
Volatility depends on the underlying European dividend stocks and market conditions. Data on volatility needs to be sourced using a financial data provider.
Market Risk
Market risk includes exposure to European economic downturns, currency fluctuations, and sector-specific risks affecting the dividend-paying companies within the portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is an income-seeking investor looking for exposure to European dividend stocks.
Market Risk
FDD is suitable for long-term investors seeking income, but might not be suitable for active traders due to potentially lower liquidity and a more targeted investment strategy.
Summary
First Trust STOXXu00ae European Select Dividend Index Fund (FDD) targets high-dividend yielding stocks in Europe. It aims to track the STOXXu00ae Europe Select Dividend 30 Index, offering investors exposure to European dividend-paying companies. The fund is best suited for investors looking for income generation through dividend yield. However, its specific focus and moderate liquidity might make it less appealing to active traders.
Similar Companies
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SCHD
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SCHD
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SDY
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VYM
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VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- First Trust Website
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are approximated based on available AUM and may not represent precise figures.
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 STOXX® European Select Dividend Index Fund
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 (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index consists of 30 high dividend-yielding securities selected from the STOXX ® Europe 600 Index. In addition, a security must be issued by a company with a non-negative five-year dividend-per-share growth rate and a dividend-to-earnings ratio of 60% or less.
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