Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
AGQI
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund VIII (AGQI)

Upturn stock ratingUpturn stock rating
$15.76
Last Close (24-hour delay)
Profit since last BUY5.07%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: AGQI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -7.14%
Avg. Invested days 37
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 0.96
52 Weeks Range 12.31 - 15.36
Updated Date 06/30/2025
52 Weeks Range 12.31 - 15.36
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

First Trust Exchange-Traded Fund VIII

stock logo

ETF Overview

overview logo Overview

First Trust Exchange-Traded Fund VIII encompasses various ETFs, each with a distinct focus, target sector, asset allocation, and investment strategy. The specific focus depends on the individual ETF within the VIII umbrella.

reliability logo Reputation and Reliability

First Trust is a well-established ETF provider known for its innovative and diverse range of investment products. They have a solid track record and are considered a reliable issuer.

reliability logo Management Expertise

First Trust's management team consists of experienced professionals with expertise in various investment strategies and asset classes, ensuring effective management of their ETFs.

Investment Objective

overview logo Goal

The primary investment goal varies based on the specific ETF within First Trust Exchange-Traded Fund VIII but generally aims to provide investors with targeted exposure to specific market segments or investment strategies.

Investment Approach and Strategy

Strategy: The ETFs within First Trust Exchange-Traded Fund VIII may track specific indexes, sectors, commodities, or other assets, depending on their individual mandates.

Composition The asset composition varies significantly among the ETFs within First Trust Exchange-Traded Fund VIII, encompassing stocks, bonds, commodities, or a mix, depending on the individual fund's investment mandate.

Market Position

Market Share: Market share varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Total Net Assets (AUM): AUM varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI
  • QQQ
  • IWM

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment products. First Trust distinguishes itself through its innovative ETF strategies and targeted sector exposures. However, it faces stiff competition from larger ETF providers with lower expense ratios and greater brand recognition. The competitive advantages of First Trust Exchange-Traded Fund VIII depends on the specific fund, as each may offer unique exposure or strategies not readily available elsewhere. The market is fragmented, with the top players dominating in AUM but smaller players finding niches.

Financial Performance

Historical Performance: Historical performance varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Benchmark Comparison: Benchmark comparison varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Expense Ratio: Expense ratio varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Liquidity

Average Trading Volume

Average trading volume varies significantly depending on the specific ETF within First Trust Exchange-Traded Fund VIII, with some funds exhibiting high liquidity and others lower liquidity.

Bid-Ask Spread

Bid-ask spread also varies depending on the specific ETF within First Trust Exchange-Traded Fund VIII, ranging from tight spreads for highly liquid funds to wider spreads for less liquid funds.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions significantly influence the performance of ETFs within First Trust Exchange-Traded Fund VIII. Changes in interest rates, inflation, and economic growth can impact the value of underlying assets and overall ETF performance.

Growth Trajectory

Growth trajectory varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella. Some funds may experience rapid growth due to strong investor demand, while others may exhibit slower growth or even decline.

Moat and Competitive Advantages

Competitive Edge

First Trust's competitive advantage lies in its innovative ETF strategies and targeted sector exposures, often focusing on niche markets or unique investment themes. This allows them to offer products that may not be readily available from larger ETF providers. The company's reputation for quality and reliability also contributes to its competitive edge. By combining thematic investment with rigorous analysis, First Trust aims to deliver differentiated value to investors.

Risk Analysis

Volatility

Volatility varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII umbrella.

Market Risk

Market risk depends on the underlying assets held by each ETF within First Trust Exchange-Traded Fund VIII. Sector-specific ETFs are subject to risks associated with that particular sector, while broad market ETFs are exposed to overall market volatility.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF within First Trust Exchange-Traded Fund VIII but typically includes investors seeking targeted exposure to specific market segments or investment strategies. Investors should carefully consider their risk tolerance and investment objectives before investing.

Market Risk

Suitability depends on the specific ETF within First Trust Exchange-Traded Fund VIII. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders or passive index followers.

Summary

First Trust Exchange-Traded Fund VIII is a diverse collection of ETFs that offers targeted exposure to various market segments and investment strategies. While the performance and risk characteristics vary significantly among the individual funds, First Trust is known for its innovative products and reliable management. Investors should carefully evaluate their investment objectives and risk tolerance before investing in any ETF within this family. The competitive advantages depend on each specific funds unique focus and execution. These funds offer investors the opportunity to gain exposure to particular areas of the market but also present certain challenges.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • ETF.com
  • Morningstar
  • Yahoo Finance
  • SEC Filings

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making any investment decisions. Performance data is historical and does not guarantee future results. Market conditions and economic factors can impact ETF performance.

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

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

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

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

About First Trust Exchange-Traded Fund VIII

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

Under normal market conditions, the fund seeks to invest primarily in income-producing equity securities. Such equity securities may include common stock, depositary receipts (including ADRs and GDRs), preferred securities and real estate investment trusts ("REITs"). It invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund is non-diversified.