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Upturn AI SWOT - About
Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF (FMCX)
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Upturn Advisory Summary
08/14/2025: FMCX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 27.62% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 26.82 - 32.96 | Updated Date 06/29/2025 |
52 Weeks Range 26.82 - 32.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
ETF Overview
Overview
The FMC Excelsior Focus Equity ETF (FOEQ) is an actively managed fund that seeks long-term capital appreciation by investing in a concentrated portfolio of primarily large-cap U.S. equities. The fund's investment strategy focuses on companies with strong fundamentals, sustainable competitive advantages, and attractive valuations.
Reputation and Reliability
Northern Lights Fund Trust IV is a multi-series trust that provides a platform for investment advisors to launch and manage ETFs. They are considered reliable due to their established structure and regulatory oversight.
Management Expertise
FMC Excelsior Capital Management is the investment advisor. Their expertise lies in fundamental equity research and active portfolio management.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs an active management strategy focusing on bottom-up stock selection. They do not track a specific index.
Composition Primarily composed of U.S. large-cap equity securities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 15480000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The ETF industry is highly competitive, with many established players. FOEQ differentiates itself through its active management and focus on fundamentally strong companies. Its smaller AUM and concentrated portfolio may present both opportunities and risks compared to broader, passively managed ETFs like SPY or IVV.
Financial Performance
Historical Performance: Data not readily available in structured format.
Benchmark Comparison: Data not readily available in structured format.
Expense Ratio: 0.77
Liquidity
Average Trading Volume
Average trading volume data is not available.
Bid-Ask Spread
Bid-ask spread information is not available.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends influence FOEQ's performance. The fund's focus on large-cap equities makes it sensitive to overall market sentiment and macroeconomic conditions.
Growth Trajectory
The growth trajectory depends on the fund's ability to select high-performing stocks and manage its portfolio effectively. Changes in investment strategy and holdings are determined by the fund manager.
Moat and Competitive Advantages
Competitive Edge
FOEQ's competitive advantage lies in its active management approach and focus on identifying fundamentally strong companies with sustainable competitive advantages. The fund manager's expertise in bottom-up stock selection aims to generate alpha over the long term. However, active management involves higher fees and is subject to the manager's investment skill. The concentrated portfolio exposes investors to greater stock-specific risk.
Risk Analysis
Volatility
Historical volatility data is not readily available in structured format.
Market Risk
The fund is subject to market risk, including the potential for losses due to economic downturns, geopolitical events, and changes in investor sentiment. Stock-specific risk is also present due to the concentrated portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation and willing to accept higher risk levels associated with an actively managed and concentrated portfolio. They should have a good understanding of equity markets.
Market Risk
The ETF is suitable for long-term investors with a high-risk tolerance, who seek alpha generation through active management, and are comfortable with potential volatility.
Summary
FMC Excelsior Focus Equity ETF (FOEQ) is an actively managed ETF focusing on long-term capital appreciation through investments in a concentrated portfolio of large-cap U.S. equities. It aims to outperform the market by selecting fundamentally strong companies. Its active management and concentrated portfolio makes it riskier than passive index funds. It is suitable for investors seeking alpha and are comfortable with potential volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Fund Fact Sheet
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data may not be precise due to data availability constraints.
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 Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that, during normal market conditions, seeks to invest in approximately 25-35 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. From time to time, the fund may hold a greater number of common stocks. 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.