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Upturn AI SWOT - About
First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
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Upturn Advisory Summary
08/14/2025: EKG (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.23% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 investment results that correspond generally to the price and yield of the Nasdaq Lux Health Tech Disruption Index. It focuses on companies involved in digital health solutions, leveraging technology to improve healthcare.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation for innovation and diverse ETF offerings.
Management Expertise
First Trust has a dedicated management team with experience in developing and managing thematic ETFs, including technology and healthcare focused funds.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the Nasdaq Lux Health Tech Disruption Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the Nasdaq Lux Health Tech Disruption Index.
Composition The ETF primarily holds stocks of companies involved in digital health solutions, including telehealth, wearable devices, data analytics, and other health-tech related areas.
Market Position
Market Share: Data not readily available without live market data feed.
Total Net Assets (AUM): Data not readily available without live market data feed.
Competitors
Key Competitors
- Global X Telemedicine & Digital Health ETF (EDOC)
- iShares U.S. Healthcare Innovators ETF (IUHC)
- ARK Genomic Revolution ETF (ARKG)
Competitive Landscape
The digital health ETF market is competitive, with several ETFs targeting similar themes. EKG's competitive advantage lies in its specific index methodology and focus on pure-play digital health companies. A potential disadvantage may be a lower AUM and trading volume compared to larger, more established competitors.
Financial Performance
Historical Performance: Historical financial performance data not available without specific data provider access and time-series data.
Benchmark Comparison: Performance relative to the Nasdaq Lux Health Tech Disruption Index would be necessary to evaluate effectiveness, requiring specific data.
Expense Ratio: 0.7
Liquidity
Average Trading Volume
Average trading volume varies and requires a live data feed to provide accurate figures.
Bid-Ask Spread
The bid-ask spread fluctuates depending on market conditions and trading volume, requiring a live data feed to obtain a current value.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, healthcare spending, and technology adoption rates influence EKG. Sector growth is driven by aging populations, increasing chronic diseases, and demand for accessible healthcare.
Growth Trajectory
EKG's growth depends on the continued expansion of the digital health market, innovation in healthcare technology, and investor interest in thematic ETFs.
Moat and Competitive Advantages
Competitive Edge
EKG differentiates itself with its precise index methodology focused on pure-play digital health companies, offering targeted exposure. The Lux Health Tech Disruption Index provides a unique angle compared to broader healthcare ETFs. It offers investors a focused approach to capturing the growth potential of digital health solutions, attracting investors seeking specialized sector exposure. However, EKG faces stiff competition, from much larger thematic ETF players, such as ARKG.
Risk Analysis
Volatility
Volatility is typical of growth-oriented technology and healthcare sectors. Specific historical volatility requires time-series data analysis.
Market Risk
EKG is exposed to market risk, sector-specific risk (healthcare and technology), and concentration risk due to its focused holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is looking for growth in healthcare technology. They are willing to tolerate higher volatility in exchange for potential long-term capital appreciation.
Market Risk
EKG is suitable for long-term investors with a high-risk tolerance seeking exposure to the digital health sector. Active traders might use it for short-term tactical plays, but the ETF is primarily designed for long-term growth.
Summary
The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) offers investors targeted exposure to the digital health sector through a focused index-tracking strategy. While it provides a unique angle with its specific index methodology, it faces competition from larger, more established ETFs. Its success hinges on the continued growth and adoption of digital health solutions. Investors should carefully consider their risk tolerance and investment goals before investing in EKG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. 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.