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Upturn AI Summary
First Trust S&P 500 Economic Moat ETF(EMOT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EMOT
10/28/2026: EMOT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The First Trust S&P 500 Economic Moat ETF (EMOT) offers exposure to high-quality U.S. large-cap companies identified by their sustainable competitive advantages. By tracking an S&P-branded index, it provides a disciplined, systematic approach to 'moat' investing, serving as a quality-focused core equity holding. While it benefits from First Trust's issuer reputation, it faces strong competition from established peers like MOAT and broad S&P 500 index funds. Its primary risks include systemic market fluctuations and potential underperformance during sharp style rotations. It is best suited for long-term investors seeking a factor-tilted alternative to standard market-cap-weighted portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | It focuses on companies with durable advantages that support long-term earnings growth. |
| Momentum investor | Mixed fit | Performance is driven by structural quality rather than short-term price velocity. |
| Value investor | Mixed fit | While quality is central, it does not explicitly filter for deep value characteristics. |
| Dividend/Income investor | Mixed fit | The focus is on capital appreciation rather than high current income. |
| Low-risk investor | Medium | Quality tilts can provide downside protection, but it remains a 100% equity product. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in the compounding power of companies with strong, sustainable competitive advantages.
Suitability
Best suited for passive index followers who want a 'quality' tilt on their U.S. large-cap core equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it remains subject to general stock market fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to systemic market downturns affecting the S&P 500. |
| Concentration | Medium | Holdings are constrained to the S&P 500, which may lead to sector concentration. |
| Tracking/expense | Low | Standard management fees apply, which can slightly deviate results from the index. |
| Liquidity | Low | The underlying assets are generally large-cap and highly liquid. |
| Business/sector quality | Low | The selection criteria explicitly target high-quality business models. |
Risk Analysis
Volatility
EMOT typically exhibits volatility profiles similar to the broader S&P 500, though quality tilts may slightly dampen swings.
Market Risk
The primary risk is systematic market decline, as the fund is heavily correlated with the overall performance of large-cap U.S. equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities (S&P 500 constituents) | 99 | This provides broad exposure to high-quality companies within the S&P 500 that demonstrate durable competitive advantages. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion is held in cash to manage daily liquidity and administrative operational requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.91% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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