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FCFY
Upturn stock rating

First Trust Exchange-Traded Fund (FCFY)

Upturn stock rating
$26.98
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/24/2025: FCFY (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 6.46%
Avg. Invested days 66
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

First Trust Exchange-Traded Fund

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

First Trust is a well-established investment firm with a solid reputation for innovation and providing diverse investment solutions.

reliability logo Management Expertise

First Trust benefits from experienced portfolio managers and research teams dedicated to developing and managing specialized investment products.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.