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ILDR

First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF (ILDR)

$23.45

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
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Upturn Advisory Summary

04/01/2025: ILDR (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 11.25%

Avg. Invested days 58

Today’s Advisory PASS

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) 17077	Beta 1.17	52 Weeks Range 20.07 - 28.16	Updated Date 04/2/2025
52 Weeks Range 20.07 - 28.16	Updated Date 04/2/2025

Upturn AI SWOT

First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF

ETF Overview

Overview

The First Trust Innovation Leaders ETF (FINL) seeks long-term capital appreciation by investing in companies demonstrating disruptive innovation. The fund focuses on identifying firms with significant potential for growth through transformative technologies and business models.

Reputation and Reliability

First Trust is a well-established ETF provider with a solid reputation for innovation and delivering diverse investment solutions.

Management Expertise

First Trust's management team has extensive experience in portfolio management and identifying innovative companies.

Investment Objective

Goal

To seek long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF employs a quantitative model to identify companies exhibiting innovation leadership.

Composition The ETF primarily invests in equity securities of companies across various sectors demonstrating innovation.

Market Position

Market Share: FINL holds a moderate market share within the innovation-focused ETF segment.

Total Net Assets (AUM): 36460000

Competitors

Key Competitors

ARKK
ARKQ
ARKW
BOTZ
XT
IRBO

Competitive Landscape

The innovation ETF landscape is highly competitive, with several large players like ARK Invest dominating the market. FINL differentiates itself with its quantitative approach to identifying innovation leaders. Its advantage is its more systematic approach to identifying innovative companies, possibly avoiding biases of active management. Its disadvantage is that it is new in the sector and smaller AUM compared to giants in the sector.

Financial Performance

Historical Performance: Historical performance data not provided.

Benchmark Comparison: Benchmark comparison data not provided.

Expense Ratio: 0.0065

Liquidity

Average Trading Volume

FINL's average trading volume is moderate, which might affect order execution for large trades.

Bid-Ask Spread

The bid-ask spread can vary depending on market conditions, impacting the cost of trading.

Market Dynamics

Market Environment Factors

Economic growth, technological advancements, and investor sentiment towards innovation influence FINL's performance.

Growth Trajectory

Growth trends depend on the success of innovative companies within the portfolio and overall market appetite for innovation.

Moat and Competitive Advantages

Competitive Edge

FINL's competitive edge lies in its quantitative model for identifying innovation leaders, which provides a structured and potentially less biased approach compared to purely active management. It differentiates itself by focusing on companies demonstrating innovation leadership across various sectors. The fund's objective approach may appeal to investors seeking a systematic strategy for investing in innovation. The ETF's relatively small size provides agility, allowing it to invest in smaller, high-growth companies that larger funds may overlook.

Risk Analysis

Volatility

FINL's volatility is expected to be high due to its focus on innovative companies, which often experience rapid price swings.

Market Risk

Market risk stems from fluctuations in the broader stock market and investor sentiment towards growth stocks.

Investor Profile

Ideal Investor Profile

FINL is suitable for investors with a high-risk tolerance who are seeking long-term capital appreciation and have an interest in innovative companies.

Market Risk

FINL may be best suited for long-term investors who are willing to accept higher volatility in exchange for potential growth.

Summary

First Trust Innovation Leaders ETF (FINL) is an ETF that is designed to seek long-term capital appreciation by investing in companies demonstrating disruptive innovation. FINL uses quantitative methodology to determine how innovative a company is. The fund focuses on companies across different sectors, increasing the diversification aspect of the fund. While the fund offers an interesting approach to innovation investing, it comes with higher risks and volatility.

Similar Companies

ARKK

ARK Innovation ETF

$47.8

ETF

$31.51

ETF

PASS

SMH

Data Sources:

First Trust Website
ETF.com
Yahoo Finance

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions. Market share information may be estimated and subject to change.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF

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

Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stock and depository receipts issued by U.S. and non-U.S. companies that may benefit from the development or application of scientific and technological innovation. The fund"s investments will be concentrated in the information technology sector, and therefore, may be concentrated in one or more industries within the information technology sector. The fund is non-diversified.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.