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First Trust Exchange-Traded Fund IV (FIIG)



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Upturn Advisory Summary
08/14/2025: FIIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 9.76% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.44 - 20.96 | Updated Date 06/30/2025 |
52 Weeks Range 19.44 - 20.96 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund IV
ETF Overview
Overview
First Trust Exchange-Traded Fund IV encompasses a variety of specialized ETFs focusing on specific sectors, investment strategies, or asset classes. The funds aim to provide targeted exposure for investors seeking to enhance portfolio diversification or express specific investment views. Asset allocation depends on the specific fund within the First Trust Exchange-Traded Fund IV umbrella.
Reputation and Reliability
First Trust is a well-established asset manager with a strong reputation for providing innovative and specialized investment products.
Management Expertise
First Trust's management team possesses extensive experience and expertise in ETF product development and portfolio management.
Investment Objective
Goal
Varies by fund, but generally aims to provide investors with targeted exposure to specific market segments or investment strategies.
Investment Approach and Strategy
Strategy: Differs based on the specific ETF. Some track indices, while others employ active management strategies within targeted sectors or asset classes.
Composition The ETF's assets include stocks, bonds, or a combination of both based on the specific fund strategy.
Market Position
Market Share: Varies greatly depending on the specific ETF within the First Trust Exchange-Traded Fund IV family and the targeted sector.
Total Net Assets (AUM): Varies widely across different funds under the First Trust Exchange-Traded Fund IV umbrella; specific AUM depends on the individual ETF being considered.
Competitors
Key Competitors
- IVV
- SPY
- QQQ
- VTI
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. First Trust Exchange-Traded Fund IV competes by offering specialized and niche ETFs. Its advantages include innovative product development and targeted exposure, while disadvantages may involve higher expense ratios compared to broad-based index funds and limited AUM in some niche products compared to major competitors like IVV, SPY, and VTI.
Financial Performance
Historical Performance: Varies depending on the specific First Trust ETF; historical performance data should be analyzed on a fund-by-fund basis.
Benchmark Comparison: The ETF's performance should be compared to its specific benchmark index to evaluate its effectiveness; benchmarks vary across funds.
Expense Ratio: Expense ratios differ depending on the specific ETF; data must be analyzed individually.
Liquidity
Average Trading Volume
Average trading volume varies widely across individual First Trust ETFs and depends on their size and investor interest.
Bid-Ask Spread
The bid-ask spread varies depending on the specific First Trust ETF and reflects its liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions influence the performance of First Trust Exchange-Traded Fund IV funds, but impact varies depending on the ETF's focus.
Growth Trajectory
Growth trends depend on the specific ETF's focus and market conditions; innovation and new fund launches contribute to growth.
Moat and Competitive Advantages
Competitive Edge
First Trust Exchange-Traded Fund IV differentiates itself through innovative and specialized investment strategies, catering to investors seeking targeted exposure to specific sectors or themes. Its strength lies in product development and offering unique ETFs, such as actively managed or sector-specific funds, not easily replicated by competitors. The firm also benefits from its established brand and distribution network, allowing it to effectively market its products to a broad investor base. However, this specialization may result in smaller AUM and higher expense ratios compared to broader index funds.
Risk Analysis
Volatility
Volatility varies depending on the specific First Trust ETF and the underlying assets it holds; sector-specific ETFs may exhibit higher volatility.
Market Risk
Market risk is dependent on the assets held within each individual First Trust ETF, as sector-specific funds or funds with concentrated holdings are subject to higher market risk.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific ETF. Generally, investors seeking targeted exposure to specific sectors or investment strategies, those looking to diversify their portfolios, or those with specific investment views would be suited.
Market Risk
Suitability varies by fund. Some First Trust ETFs may be suitable for long-term investors seeking growth or income, while others may be better suited for active traders seeking to capitalize on short-term market movements.
Summary
First Trust Exchange-Traded Fund IV offers a wide array of ETFs tailored to specific investment objectives and strategies. Individual investors would benefit from the targeted exposure offered by First Trust's offerings and should consider the risks and expenses associated with individual ETF options. Investment strategies vary depending on the fund from those tracking an index to actively managed strategies within different sectors and asset classes. First Trust is a prominent player in the ETF market, characterized by their innovative investment products and commitment to investor value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
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 IV
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, the fund seeks to achieve its objectives by investing at least 80% of its net assets in investment grade corporate debt securities. At least 80% of the fund"s net assets will be invested in corporate debt securities that are, at the time of purchase, investment grade (i.e., rated Baa3/BBB- or above) by at least one nationally recognized statistical rating organization ("NRSRO") rating such securities, or if unrated, debt securities determined by the fund"s investment advisor to be of comparable quality. The fund is non-diversified.

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