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Upturn AI SWOT - About
First Trust Exchange-Traded Fund (FCFY)

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Upturn Advisory Summary
10/24/2025: FCFY (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 6.46% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.91 - 25.31 | Updated Date 06/30/2025 |
52 Weeks Range 19.91 - 25.31 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund
ETF Overview
Overview
First Trust Exchange-Traded Funds (ETFs) encompass a diverse range of investment strategies, focusing on specific sectors, asset classes, or investment themes. These ETFs aim to provide investors with targeted exposure to various market segments.
Reputation and Reliability
First Trust is a well-established investment firm with a solid reputation for innovation and providing diverse investment solutions.
Management Expertise
First Trust benefits from experienced portfolio managers and research teams dedicated to developing and managing specialized investment products.
Investment Objective
Goal
The investment goal varies across First Trust ETFs, depending on the specific fund's strategy, such as capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: First Trust ETFs employ various strategies, including index tracking, active management, and quantitative approaches, depending on the fund's objective.
Composition The composition varies widely across First Trust ETFs, ranging from equity-focused funds to fixed income, commodity, and multi-asset strategies.
Market Position
Market Share: Market share varies significantly across individual First Trust ETFs, depending on the fund's specific sector and investment strategy.
Total Net Assets (AUM): AUM varies significantly across individual First Trust ETFs.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. First Trust differentiates itself through its focus on specialized and thematic investment strategies, giving them both advantages and disadvantages when competing directly with low-cost broad market ETFs. Their thematic offerings appeal to investors seeking targeted exposure, but may come with higher expense ratios.
Financial Performance
Historical Performance: Historical performance varies greatly across First Trust ETFs. Refer to individual fund factsheets for specific performance data.
Benchmark Comparison: Benchmark comparison depends on the specific fund's benchmark. Refer to individual fund factsheets.
Expense Ratio: Expense ratios vary significantly across First Trust ETFs. Refer to individual fund factsheets for specific expense ratios.
Liquidity
Average Trading Volume
Average trading volume varies across different First Trust ETFs.
Bid-Ask Spread
Bid-ask spread depends on the liquidity of the underlying holdings and the specific ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions significantly influence the performance of First Trust ETFs.
Growth Trajectory
The growth trajectory of First Trust ETFs depends on market trends, investor demand for specific strategies, and the overall performance of the underlying assets.
Moat and Competitive Advantages
Competitive Edge
First Trust Exchange-Traded Funds exhibit a competitive edge through specialized and thematic investment strategies, appealing to investors seeking targeted market exposure. Their ability to identify and capitalize on emerging trends sets them apart from competitors offering broad market index funds. First Trust's diverse product suite and innovative approach further enhance their competitive positioning. By focusing on niche markets, they create opportunities for growth and differentiation in a crowded ETF landscape.
Risk Analysis
Volatility
Volatility varies significantly across First Trust ETFs depending on the underlying assets.
Market Risk
Market risk varies depending on the specific sector and asset class exposure of each fund.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies across First Trust ETFs but typically includes those seeking targeted exposure to specific market segments or investment themes.
Market Risk
Suitability varies across First Trust ETFs. Some may be suitable for long-term investors, while others are better suited for active traders.
Summary
First Trust Exchange-Traded Funds offer a diverse suite of investment products, catering to investors seeking targeted exposure to various market segments and investment strategies. Their focus on innovation and specialized themes sets them apart in the competitive ETF landscape. However, investors should carefully consider the expense ratios and risks associated with each individual fund. The suitability of First Trust ETFs varies depending on the investor's risk tolerance, investment goals, and time horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Consult with a qualified financial advisor before making 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 Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index measures the performance of companies within the S&P 500® Index that have the highest relative FCF Yield within each GICS® sector represented in the S&P 500® Index. It 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.
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