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Upturn AI SWOT - About
First Trust High Income Strategic Focus ETF (HISF)
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Upturn Advisory Summary
03/11/2025: HISF (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 4.77% | Avg. Invested days 44 | 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 03/11/2025 |
Key Highlights
Volume (30-day avg) 3330 | Beta 0.79 | 52 Weeks Range 41.27 - 44.91 | Updated Date 03/28/2025 |
52 Weeks Range 41.27 - 44.91 | Updated Date 03/28/2025 |
Upturn AI SWOT
First Trust High Income Strategic Focus ETF
ETF Overview
Overview
The First Trust High Income Strategic Focus ETF (FDHY) seeks high current income by strategically investing in a diversified portfolio of high-yielding securities, including REITs, preferred stocks, and corporate bonds.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovative investment strategies and reliable fund management.
Management Expertise
First Trust's management team has extensive experience in managing high-income and fixed-income investments.
Investment Objective
Goal
To seek a high level of current income.
Investment Approach and Strategy
Strategy: FDHY employs a strategic allocation approach, selecting a mix of income-generating asset classes to optimize yield and manage risk.
Composition The ETF holds a diversified portfolio of REITs, preferred stocks, and corporate bonds, primarily focused on high-yield securities.
Market Position
Market Share: Data unavailable to compute market share.
Total Net Assets (AUM): 36140000
Competitors
Key Competitors
- YYY
- HYLB
- JNK
Competitive Landscape
The high-yield ETF market is competitive. FDHY distinguishes itself through its strategic allocation approach and focus on a diversified mix of income-generating assets. Advantages include diversified exposure to high-yield securities, while disadvantages may include higher expense ratios compared to some passively managed competitors.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.84
Liquidity
Average Trading Volume
The average trading volume indicates reasonable liquidity for FDHY.
Bid-Ask Spread
The bid-ask spread is typically manageable, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and credit spreads impact FDHY's performance. Changes in these factors can influence the valuations of the underlying REITs, preferred stocks, and corporate bonds.
Growth Trajectory
The growth trajectory depends on the performance of high-yield assets and the ETF's ability to maintain its strategic allocation. Changes in the underlying holdings can shift the composition of the fund.
Moat and Competitive Advantages
Competitive Edge
FDHY's competitive advantage lies in its strategic allocation approach, aiming to optimize yield and manage risk across different high-income asset classes. Its diversified exposure to REITs, preferred stocks, and corporate bonds offers a broader approach compared to ETFs focused solely on one asset class. The active management strategy seeks to identify opportunities and adjust allocations based on market conditions. However, this active approach also comes with a higher expense ratio.
Risk Analysis
Volatility
FDHY's volatility is influenced by the inherent volatility of its underlying high-yield assets.
Market Risk
FDHY is subject to market risk, particularly interest rate risk and credit risk, stemming from its holdings in REITs, preferred stocks, and corporate bonds.
Investor Profile
Ideal Investor Profile
The ideal investor for FDHY is a risk-tolerant investor seeking high current income and diversification across high-yield asset classes.
Market Risk
FDHY is best suited for long-term investors who prioritize income generation and are comfortable with the risks associated with high-yield securities.
Summary
The First Trust High Income Strategic Focus ETF (FDHY) offers a diversified approach to high-income investing through a strategic allocation to REITs, preferred stocks, and corporate bonds. It aims to provide high current income, making it suitable for risk-tolerant investors seeking income generation. However, the ETF is subject to market risks, particularly interest rate and credit risks. Its active management strategy and higher expense ratio are factors investors should consider.
Similar Companies
- KBWD
- PFFD
- DIV
- SDIV
- DVY
- VYM
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 investment advice. Past performance is not indicative of future results. Market share data may not be readily available or precisely calculable. Consult 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 High Income Strategic Focus ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund seeks to achieve its investment objectives by investing in a portfolio of U.S.-listed ETFs that is designed to follow the High Income Model developed by the advisor. The fund, through its investments in the underlying ETFs comprising the High Income Model, seeks to provide investors with a diversified income stream by holding a blend of fixed income assets that are actively managed to seek levels of high income and total return.
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