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First Trust Capital Strength ETF (FTCS)
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Upturn Advisory Summary
10/31/2025: FTCS (1-star) is a SELL. SELL since 1 days. Simulated Profits (1.03%). Updated daily EoD!
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 3.1% | Avg. Invested days 65 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 80.45 - 93.34 | Updated Date 06/29/2025 |
52 Weeks Range 80.45 - 93.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Capital Strength ETF
ETF Overview
Overview
The First Trust Capital Strength ETF (FTCS) seeks investment results that correspond generally to the price and yield of an equity index called the Capital Strength Index. It focuses on large-cap companies with strong financial metrics, aiming to provide exposure to financially sound businesses with potential for long-term growth.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovation and a broad range of investment products.
Management Expertise
First Trust Advisors L.P. has extensive experience in managing ETFs, with a dedicated team of investment professionals.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of an equity index called the Capital Strength Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Capital Strength Index, which selects companies based on factors such as cash flow, debt-to-equity ratio, and return on assets.
Composition The ETF primarily holds large-cap U.S. equities selected based on capital strength metrics.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 4060000000
Competitors
Key Competitors
- IVV (iShares CORE S&P 500)
- SPY (SPDR S&P 500 ETF Trust)
- VOO (Vanguard S&P 500 ETF)
Competitive Landscape
The ETF industry is highly competitive, with many funds tracking similar large-cap indices. FTCS differentiates itself through its capital strength screening methodology, potentially offering a more resilient portfolio during market downturns. However, it might underperform broader market indices during strong bull markets due to its focused approach.
Financial Performance
Historical Performance: Historical performance data not available in required numerical format to generate graph.
Benchmark Comparison: Data unavailable for Benchmark Comparison
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume for FTCS provides adequate liquidity for most investors.
Bid-Ask Spread
The typical bid-ask spread for FTCS is generally reasonable, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and overall market sentiment all influence FTCS, as it invests in large-cap U.S. equities.
Growth Trajectory
FTCS's growth trajectory depends on the performance of its underlying holdings and the continued relevance of its capital strength screening methodology.
Moat and Competitive Advantages
Competitive Edge
FTCSu2019s competitive advantage lies in its unique capital strength weighting methodology, which screens for financially sound companies. This approach may lead to lower volatility and better downside protection compared to broad market indices. It could provide more stable returns in turbulent market conditions. The fundu2019s targeted approach is suited for investors seeking quality and resilience within their portfolios.
Risk Analysis
Volatility
Historical volatility data not available.
Market Risk
The ETF is subject to market risk, which includes the potential for losses due to overall market declines and sector-specific downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for FTCS is a long-term investor seeking exposure to financially sound large-cap companies with potentially lower volatility than the broader market.
Market Risk
FTCS is best suited for long-term investors seeking a core equity holding with a focus on capital strength.
Summary
The First Trust Capital Strength ETF (FTCS) offers a unique approach to large-cap investing by focusing on companies with strong financial metrics. This strategy aims to provide downside protection and potentially more stable returns compared to broad market indices. Its expense ratio is moderate, and it is suitable for long-term investors seeking quality and resilience. The fund may underperform in strong bull markets but could offer better performance during market corrections.
Similar ETFs
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is an estimate based on available information.
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 Capital Strength ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index seeks to provide exposure to well-capitalized companies with strong market positions that have the potential to provide their stockholders with a greater degree of stability and performance over time.
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.