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Upturn AI SWOT - About
First Trust Indxx Global Natural Resources Income ETF (FTRI)
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Upturn Advisory Summary
04/01/2025: FTRI (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 -29.53% | Avg. Invested days 30 | 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) 45006 | Beta 0.98 | 52 Weeks Range 11.76 - 13.71 | Updated Date 04/2/2025 |
52 Weeks Range 11.76 - 13.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust Indxx Global Natural Resources Income ETF
ETF Overview
Overview
The First Trust Indxx Global Natural Resources Income ETF (FTRI) seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Indxx Global Natural Resources Income Index. It focuses on global companies involved in natural resources and aims to provide income to investors.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovative and sector-focused funds.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing various ETF strategies.
Investment Objective
Goal
To track the investment results of the Indxx Global Natural Resources Income Index, offering investors exposure to global natural resource companies and generating income.
Investment Approach and Strategy
Strategy: The ETF aims to track the Indxx Global Natural Resources Income Index, a dividend-weighted index of companies involved in natural resources.
Composition The ETF holds stocks of companies engaged in the production, processing, or distribution of natural resources, including energy, materials, and agriculture.
Market Position
Market Share: Data on FTRI's specific market share is not readily available in real-time and requires specialized financial data services.
Total Net Assets (AUM): 157599837.84
Competitors
Key Competitors
- iShares Global Timber & Forestry ETF (WOOD)
- VanEck Green Metals ETF (GMET)
- Invesco DB Agriculture Fund (DBA)
Competitive Landscape
The competitive landscape is moderately fragmented with several ETFs focusing on different segments of the natural resources sector. FTRI's advantage lies in its focus on income generation from a diversified basket of global natural resource companies. Disadvantages may include higher expense ratios compared to broader market ETFs and sector-specific risks.
Financial Performance
Historical Performance: Historical performance data requires specific financial data services.
Benchmark Comparison: Benchmark comparison requires specific financial data services and depends on the chosen benchmark.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
The average trading volume depends on prevailing market conditions but is generally moderate for FTRI.
Bid-Ask Spread
The bid-ask spread varies depending on trading volume and market volatility, reflecting the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, commodity prices, interest rates, and geopolitical events significantly influence the performance of natural resource companies and, therefore, FTRI.
Growth Trajectory
Growth is tied to the demand for natural resources globally and the ETF's ability to effectively track its dividend-weighted index.
Moat and Competitive Advantages
Competitive Edge
FTRI distinguishes itself with its dividend-weighted approach and global diversification across the natural resources sector. This allows it to offer a potential income stream while capturing the growth opportunities in natural resources. The dividend weighting may provide some downside protection during market downturns. First Trust's reputation and distribution network also contribute to its competitive edge. However, sector-specific risks remain.
Risk Analysis
Volatility
The volatility of FTRI depends on the underlying volatility of natural resource stocks, which can be influenced by commodity price fluctuations and economic cycles.
Market Risk
Specific risks include commodity price volatility, regulatory changes, geopolitical risks, and currency fluctuations, as the ETF invests globally.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking income from the natural resources sector, with a moderate risk tolerance and a long-term investment horizon.
Market Risk
This ETF is best suited for long-term investors seeking income and diversification within the natural resources sector.
Summary
The First Trust Indxx Global Natural Resources Income ETF provides exposure to global natural resource companies with an income-focused strategy. It tracks a dividend-weighted index and aims to provide income to investors. While it offers diversification within the sector, it is subject to commodity price volatility and other sector-specific risks. The ETF is most suitable for long-term investors seeking income and willing to accept moderate risk.
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Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market data is subject to change.
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 Indxx Global Natural Resources Income 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 common stocks and depositary receipts that comprise the index. The index is a free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.
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