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Upturn AI SWOT - About
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
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Upturn Advisory Summary
10/24/2025: EKG (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.
Analysis of Past Performance
Type ETF | Historic Profit 9.47% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.46 | 52 Weeks Range 13.87 - 18.84 | Updated Date 06/29/2025 |
52 Weeks Range 13.87 - 18.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Nasdaq Lux Digital Health Solutions ETF
ETF Overview
Overview
The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) seeks to track the investment results of the Nasdaq Lux Health Tech Disruption Index, which is designed to measure the performance of companies providing technology-enabled healthcare solutions. It focuses on companies that are transforming healthcare through digital solutions.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and thematic ETFs. They have a strong track record and are considered a reliable issuer.
Management Expertise
First Trust has a dedicated team of investment professionals with expertise in ETF management and thematic investing.
Investment Objective
Goal
To track the investment results of the Nasdaq Lux Health Tech Disruption Index.
Investment Approach and Strategy
Strategy: EKG aims to replicate the performance of the Nasdaq Lux Health Tech Disruption Index by investing in companies that are leaders in the digital health space.
Composition The ETF holds stocks of companies involved in digital health technologies, including telemedicine, wearables, data analytics, and other healthcare IT solutions.
Market Position
Market Share: EKG's market share in the digital health ETF sector is growing, but is not the largest.
Total Net Assets (AUM): 86750000
Competitors
Key Competitors
- Global X Telemedicine & Digital Health ETF (EDOC)
- iShares U.S. Healthcare Innovators ETF (IHE)
- ARK Genomic Revolution ETF (ARKG)
Competitive Landscape
The digital health ETF market is competitive, with several ETFs offering exposure to similar themes. EKG distinguishes itself through its specific index and stock selection methodology, but its AUM is smaller than competitors. EDOC has higher AUM but also a higher expense ratio.
Financial Performance
Historical Performance: Historical performance data varies based on market conditions and the performance of the underlying index. Returns have been variable.
Benchmark Comparison: EKG's performance is compared to the Nasdaq Lux Health Tech Disruption Index. Deviations may occur due to expense ratios and tracking error.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume for EKG is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for EKG can vary depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Growth prospects for EKG are influenced by factors such as healthcare spending, technological advancements, and regulatory changes.
Growth Trajectory
EKG's growth trajectory is tied to the expansion of the digital health market and adoption of technology in healthcare. The fund holdings will reflect those changes.
Moat and Competitive Advantages
Competitive Edge
EKG's competitive edge lies in its focused exposure to digital health solutions and its affiliation with First Trust. Its index tracks companies developing technology-enabled healthcare solutions, potentially offering exposure to high-growth companies. However, small AUM relative to competitors and industry concentration are potential risks. The fund's success hinges on the continued growth and adoption of digital health technologies.
Risk Analysis
Volatility
EKG can exhibit moderate to high volatility due to the growth-oriented nature of the digital health sector.
Market Risk
EKG is subject to market risk, sector-specific risk, and concentration risk due to its focus on the digital health sector. Its holdings may be impacted by regulatory and economic changes.
Investor Profile
Ideal Investor Profile
The ideal investor for EKG is someone seeking exposure to the digital health sector and is comfortable with growth-oriented stocks and moderate volatility.
Market Risk
EKG is suitable for long-term investors with a higher risk tolerance looking to capitalize on the growth of digital health. May not be suitable for short-term investors due to higher volatility.
Summary
The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) offers targeted exposure to the digital health sector through its tracking of the Nasdaq Lux Health Tech Disruption Index. While providing access to innovative companies in healthcare, it carries potential volatility and sector-specific risks. Its AUM is moderate compared to competitors and its expense ratio is average for its sector. The fund is appropriate for long-term investors seeking growth in digital health but should be considered alongside other diversified holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
- Nasdaq
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. 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 Nasdaq Lux Digital Health Solutions 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 80% of its net assets (plus any borrowings for investment purposes) in the common stocks and depositary receipts that comprise the index. The index is designed to measure the performance of a selection of companies that are primarily engaged in and involved at the intersection of healthcare and technology, as classified by Lux Capital based on analysis of the products and services offered by those companies. The fund is non-diversified.
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.