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Upturn AI SWOT - About
First Trust Dividend Strength ETF (FTDS)
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Upturn Advisory Summary
08/14/2025: FTDS (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 14.5% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 44.09 - 54.53 | Updated Date 06/29/2025 |
52 Weeks Range 44.09 - 54.53 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Dividend Strength ETF
ETF Overview
Overview
The First Trust Dividend Strength ETF (FTDS) seeks to provide investment results that correspond generally to the price and yield of an equity index called the NASDAQ US Dividend Achievers 50 Index. The fund focuses on dividend-paying companies with a history of dividend growth and financial strength.
Reputation and Reliability
First Trust is a well-established ETF provider known for offering a range of innovative and specialized investment products.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing ETFs and other investment vehicles.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of the NASDAQ US Dividend Achievers 50 Index.
Investment Approach and Strategy
Strategy: Tracks the NASDAQ US Dividend Achievers 50 Index, focusing on companies with a history of increasing dividends and strong financial metrics.
Composition Primarily holds dividend-paying stocks of U.S. companies.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 124000000
Competitors
Key Competitors
- VIG
- SCHD
- DVY
Competitive Landscape
The dividend ETF space is highly competitive. FTDS differentiates itself with its specific focus on companies exhibiting sustained dividend growth, offering a more refined approach compared to broader dividend ETFs. However, VIG and SCHD have significantly larger AUM, indicating greater investor adoption, primarily due to their lower cost and broader index coverage.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers.
Benchmark Comparison: The ETF's performance can be compared to the NASDAQ US Dividend Achievers 50 Index to assess its tracking efficiency.
Expense Ratio: 0.07
Liquidity
Average Trading Volume
The ETF's average trading volume provides an indication of its liquidity, generally allowing investors to buy and sell shares without significant price impact.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, indicating trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment can significantly impact dividend-paying stocks and, therefore, the performance of FTDS.
Growth Trajectory
FTDS's growth trajectory is linked to the performance of its underlying dividend-paying stocks and its ability to track the NASDAQ US Dividend Achievers 50 Index effectively. Changes in the index's composition and the fund's holdings can affect its future performance.
Moat and Competitive Advantages
Competitive Edge
FTDS's competitive advantage lies in its stringent selection criteria, focusing on dividend-paying companies with sustained dividend growth. This may reduce exposure to companies at risk of cutting dividends during economic downturns. The dividend achievers screen aims to provide a more reliable income stream to investors. Its niche focus within the dividend ETF landscape sets it apart from more broadly diversified dividend ETFs.
Risk Analysis
Volatility
The ETF's volatility reflects the price fluctuations of its underlying dividend-paying stocks, influenced by market conditions and company-specific factors.
Market Risk
Market risk encompasses the potential for declines in the overall stock market, which can negatively impact the value of FTDS's holdings. Specific risks include sector concentration and potential dividend cuts by the underlying companies.
Investor Profile
Ideal Investor Profile
FTDS is suitable for investors seeking a reliable stream of dividend income and a focus on companies with a history of increasing dividends.
Market Risk
FTDS is best suited for long-term investors seeking income and dividend growth.
Summary
The First Trust Dividend Strength ETF (FTDS) targets dividend-paying companies with a history of dividend growth, aligning with the NASDAQ US Dividend Achievers 50 Index. While it offers a focused approach within the dividend ETF landscape, it faces competition from larger, lower-cost options like VIG and SCHD. Its stringent selection criteria for dividend achievers aims to provide a reliable income stream. FTDS is suitable for long-term investors seeking income and dividend growth, though they should consider its expense ratio and liquidity compared to alternatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- NASDAQ Website
- Various Financial Data Providers
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. Consult with a qualified financial advisor before making any investment decisions.
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 Dividend 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 (plus any borrowings for investment purposes) in the common stocks and real estate investment trusts ("REITs") that comprise the index. The index is designed to provide exposure to well-capitalized companies with a history of increasing their dividends. The term "well-capitalized" reflects companies that have strong balance sheets with durable cash flow and a record of profitability.
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.