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- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Exchange-Traded Fund II(FTHF)
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 FTHF
11/06/2026: FTHF (2-star) is currently NOT-A-BUY. Pass it for now.
FTHF provides targeted equity exposure to emerging market companies that meet specific social and ethical screens, representing a values-driven approach to global investing. Its primary strength lies in its specialized, principled investment strategy, though it faces competition from far larger and lower-cost broad-market emerging market ETFs. The fund is most suitable for long-term investors who want to balance emerging market growth potential with personal ethical considerations. Key risks include inherent emerging market volatility, geopolitical instability, and higher expenses compared to passive index peers. Investors should monitor both the fund's adherence to its index and the evolving macro-environment within emerging economies.
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 | The fund offers exposure to high-growth potential emerging markets, though the ethical screen may exclude some high-growth companies. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities during periods of strong relative strength in emerging market equities, provided the trend signal is positive. |
| Value investor | Strong fit | The fund often includes value-oriented emerging market firms, making it a potential fit for those seeking international value exposure. |
| Dividend/Income investor | Mixed fit | While it may provide some dividend yield, it is primarily an equity growth vehicle rather than an income-focused product. |
| Low-risk investor | Weak fit | Emerging markets are inherently volatile, making this unsuitable for conservative, low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to emerging market growth who prioritizes an ethical or 'human flourishing' filter over absolute lowest costs.
Suitability
Best suited for long-term investors looking for thematic equity exposure; less appropriate for active traders due to lower liquidity and higher spreads.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Emerging market equities are subject to significant price swings due to geopolitical and economic instability. |
| Market risk | High | The fund is fully exposed to the fluctuations of the broader emerging markets sector. |
| Concentration | Medium / high | The ethical screening process can lead to sector or country-level concentrations that deviate from standard market indices. |
| Tracking/expense | Medium | A 0.75% expense ratio is relatively high compared to broad, passive emerging market ETFs, which can impact long-term net performance. |
| Liquidity | Medium / high | Lower trading volume may increase the cost of entering or exiting large positions. |
| Business/sector quality | Medium | The exclusion of certain sectors might limit the fund's ability to participate in specific market cycles. |
Risk Analysis
Volatility
FTHF exhibits typical volatility associated with emerging market equities, which generally exceeds that of developed market indices.
Market Risk
The fund carries systemic risks related to the political, regulatory, and currency environments of developing nations, which are generally less stable than developed markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Emerging Markets Equity | 100 | The fund provides concentrated exposure to large- and mid-cap companies within emerging markets that meet specific human flourishing ethical screens. |
Analysis of Past Performance
Type ETF | Historic Profit 14.45% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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