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Upturn AI SWOT - About
First Trust Eurozone AlphaDEX® ETF (FEUZ)
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Upturn Advisory Summary
03/27/2025: FEUZ (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 -2.15% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 25396 | Beta 1.18 | 52 Weeks Range 39.30 - 50.59 | Updated Date 03/28/2025 |
52 Weeks Range 39.30 - 50.59 | Updated Date 03/28/2025 |
Upturn AI SWOT
First Trust Eurozone AlphaDEX® ETF
ETF Overview
Overview
The First Trust Eurozone AlphaDEXu00ae ETF (FEUZ) seeks investment results that correspond generally to the price and yield of the NASDAQ AlphaDEXu00ae Eurozone Index. It aims to select and weight Eurozone stocks based on growth scores and value scores.
Reputation and Reliability
First Trust is a well-established ETF issuer known for its innovative and rules-based investment strategies.
Management Expertise
First Trust has a team of experienced investment professionals managing a diverse range of ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield, before fees and expenses, of the NASDAQ AlphaDEXu00ae Eurozone Index.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative methodology to select and weight stocks based on growth and value factors within the Eurozone.
Composition The ETF holds stocks of Eurozone companies, selected and weighted based on the AlphaDEX methodology.
Market Position
Market Share: FEUZ holds a relatively small market share compared to broader European equity ETFs.
Total Net Assets (AUM): 48280000
Competitors
Key Competitors
- iShares MSCI Eurozone ETF (EZU)
- Xtrackers Euro Stoxx 50 Equity ETF (FEZ)
- Vanguard FTSE Europe ETF (VGK)
Competitive Landscape
The Eurozone equity ETF market is dominated by larger, more liquid ETFs like EZU and FEZ. FEUZ differentiates itself through its AlphaDEX methodology, potentially offering higher returns than market-cap weighted ETFs but at a potentially higher risk. Competitors hold lower risk due to being market-cap weighted but may have lower gains. FEUZ has limited market share.
Financial Performance
Historical Performance: Historical performance data not available without specific timeframe. Please refer to financial data vendor.
Benchmark Comparison: Benchmark comparison requires specific historical performance data of both FEUZ and its benchmark index.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
FEUZ's average trading volume is moderate, affecting the ease of large transactions.
Bid-Ask Spread
The bid-ask spread may vary based on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic growth in the Eurozone, interest rate policies of the European Central Bank, and global trade conditions influence FEUZ's performance.
Growth Trajectory
FEUZ's growth is dependent on the performance of its underlying holdings and the continued effectiveness of the AlphaDEX methodology.
Moat and Competitive Advantages
Competitive Edge
FEUZ's competitive edge lies in its AlphaDEX methodology, which aims to outperform traditional market-cap weighted indexes by selecting stocks based on growth and value factors. This methodology allows for a potentially higher return. However, this strategy is less effective during risk-off periods as it is heavily dependent on stock picking. It may not be as attractive to passive investors seeking broad market exposure.
Risk Analysis
Volatility
The ETF is potentially more volatile than broad market Eurozone ETFs due to its active stock selection and weighting strategy.
Market Risk
FEUZ is subject to market risk associated with investments in Eurozone equities, including economic downturns, political instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
FEUZ is suitable for investors seeking potentially higher returns from Eurozone equities through a rules-based, active approach.
Market Risk
FEUZ is best for investors with a higher risk tolerance and a preference for active strategies over passive index tracking.
Summary
The First Trust Eurozone AlphaDEXu00ae ETF (FEUZ) seeks to outperform traditional Eurozone equity indexes through its proprietary AlphaDEX methodology. This approach uses growth and value factors to select and weight stocks, potentially leading to higher returns, but at a greater level of risk. FEUZ appeals to investors who want active management within their Eurozone equity allocation, and should have more tolerance for volatility. FEUZ is a relatively small ETF, and as such, has lower liquidity compared to its larger competitors. Its success hinges on the continued effectiveness of the AlphaDEX strategy in Eurozone markets.
Similar Companies
- IEUR
- VGK
- EZU
- FEZ
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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 Eurozone AlphaDEX® ETF
Exchange NASDAQ | 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 securities that comprise the index. The index is designed to select stocks from the NASDAQ Eurozone Index that may generate positive alpha, or risk-adjusted returns, relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
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