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Upturn AI SWOT - About
First Trust RBA Quality Income (DDIV)
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Upturn Advisory Summary
10/24/2025: DDIV (1-star) is a SELL. SELL since 1 days. Simulated Profits (8.02%). Updated daily EoD!
Upturn Star 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 28.41% | Avg. Invested days 69 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 31.51 - 40.39 | Updated Date 06/29/2025 |
52 Weeks Range 31.51 - 40.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust RBA Quality Income
ETF Overview
Overview
The First Trust RBA Quality Income ETF (QINC) seeks to provide current income and, secondarily, capital appreciation by investing in a diversified portfolio of income-producing securities. The fund emphasizes quality and uses a rules-based approach to select securities.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation for innovation and quality investment products.
Management Expertise
First Trust Advisors L.P. has extensive experience in managing ETFs and employing quantitative strategies.
Investment Objective
Goal
Seeks current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: Employs a rules-based, quantitative strategy to select a diversified portfolio of income-producing securities based on quality factors.
Composition Primarily invests in dividend-paying stocks, REITs, preferred stocks, and corporate bonds.
Market Position
Market Share: Data not readily available to provide an accurate market share.
Total Net Assets (AUM): Insufficient data to calculate the accurate market share.
Competitors
Key Competitors
- VYM
- SCHD
- DVY
- SPHD
Competitive Landscape
The income ETF market is highly competitive, with several large and well-established funds. QINC differentiates itself through its rules-based quality focus. It is a smaller ETF. Competitors offer a mix of broad market exposure and sector-specific income strategies. QINC's focus on quality may provide downside protection but could limit upside potential compared to higher-growth options.
Financial Performance
Historical Performance: Historical performance data needs to be gathered from financial data providers.
Benchmark Comparison: Performance compared to benchmarks needs to be analyzed using historical data.
Expense Ratio: 0.54
Liquidity
Average Trading Volume
The ETF's average trading volume influences the ease of buying and selling shares. A higher volume indicates more liquidity.
Bid-Ask Spread
The bid-ask spread, which reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, is an indicator of the cost to trade the ETF. A narrower spread means lower trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, credit spreads, and sector-specific factors influence the performance of income-producing assets. Changes in these factors can significantly affect QINC's returns.
Growth Trajectory
Growth depends on market interest rates and the fund's ability to select quality income-producing assets.
Moat and Competitive Advantages
Competitive Edge
QINC's competitive advantage lies in its rules-based, quantitative approach to selecting income-producing securities, with an emphasis on quality. The rules-based approach provides a systematic and potentially less biased investment process. This disciplined approach aims to avoid value traps and select securities with strong fundamentals. The quality filter could improve risk-adjusted returns over the long term.
Risk Analysis
Volatility
Volatility needs to be assessed using historical price data.
Market Risk
Risks include interest rate risk, credit risk, equity market risk, and sector-specific risks (e.g., REITs). These risks can impact the value of the fund's holdings.
Investor Profile
Ideal Investor Profile
Income-seeking investors, retirees, or those looking to supplement their income with a diversified portfolio of income-producing securities are the ideal investors.
Market Risk
Suitable for long-term investors seeking income, with moderate risk tolerance.
Summary
First Trust RBA Quality Income ETF (QINC) offers a rules-based approach to investing in a diversified portfolio of income-producing securities. It aims to generate current income and secondary capital appreciation. The focus on quality through a quantitative selection process could provide downside protection. However, the expense ratio and relatively small size might be drawbacks. Itu2019s a good investment option for income-seeking investors with moderate risk tolerance and a long-term horizon.
Peer Comparison
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. Consult with a qualified 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 RBA Quality Income
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 equity securities that comprise the index. The index is designed to track the overall performance of the 50 stocks with the highest dividend yield comprising the NASDAQ U.S. Large Mid Index TM that still maintain high levels of relative strength.
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