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Upturn AI Summary
First Trust New Constructs Core Earnings Leaders ETF(FTCE)
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 FTCE
11/06/2026: FTCE (1-star) is a SELL. SELL for 1 day. Simulated Profits (-5.43%). Updated daily EoD!
First Trust New Constructs Core Earnings Leaders ETF (FTCE) is an actively managed fund that uses proprietary fundamental research to identify U.S. companies with superior earnings quality and capital efficiency. Its primary strength lies in its research-intensive strategy, which differentiates it from standard market-cap weighted products. The fund is designed as a long-term holding for investors who prioritize fundamental health over pure market momentum. Key risks include its relatively higher expense ratio, potential liquidity issues due to smaller AUM, and the possibility of underperformance if the market favors speculative growth over core earnings. It is best suited for investors seeking a factor-driven, high-quality equity exposure to complement a broader portfolio.
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 | Mixed fit | While it captures quality growth, it may underweight high-multiple companies that do not meet strict fundamental earnings thresholds. |
| Momentum investor | Weak fit | The fund's reliance on fundamental valuation means it may ignore stocks with strong price momentum that lack underlying earnings quality. |
| Value investor | Strong fit | The focus on core earnings and ROIC aligns well with value investors seeking companies with underlying financial strength. |
| Dividend/Income investor | Mixed fit | It is not a dividend-focused fund, though many high-quality companies in the portfolio may pay consistent dividends. |
| Low-risk investor | Medium | The focus on high-quality companies typically results in lower relative volatility during market downturns, though active selection carries its own risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated retail or advisor-led user who believes in fundamental research-driven stock selection over passive indexing.
Suitability
The fund is best suited for long-term investors seeking to augment a core portfolio with a disciplined, quality-tilted strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund may experience price fluctuations typical of U.S. equity market exposure. |
| Market risk | High | As an equity ETF, it is subject to broad market declines and systemic risks. |
| Concentration | Medium / high | Active selection may lead to sector or security concentration that differs significantly from broad indices. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs require stronger performance to achieve net outperformance. |
| Liquidity | Medium | Low trading volume can result in higher transaction costs for retail investors during periods of market stress. |
| Business/sector quality | Low | The strategy specifically seeks high-quality business models, which acts as a fundamental risk-mitigation tool. |
Risk Analysis
Volatility
FTCE generally exhibits volatility aligned with high-quality large-cap equity factors, which can be lower than growth benchmarks but higher than bond-proxy ETFs.
Market Risk
The fund is fully exposed to U.S. equity market systemic risk, meaning it will likely fall during broad market corrections despite its quality tilt.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 95 | The fund provides concentrated exposure to large, fundamentally sound U.S. companies that meet strict earnings quality criteria. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity needs and managing day-to-day portfolio flows. |
Analysis of Past Performance
Type ETF | Historic Profit 10.25% | Avg. Invested days 45 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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