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- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust BuyWrite Income ETF(FTHI)
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 FTHI
10/28/2026: FTHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
First Trust BuyWrite Income ETF (FTHI) provides equity market exposure combined with an active covered-call strategy to generate income. Its primary strength lies in its active management, which aims to provide a smoother ride than pure equity funds, though it limits participation in major bull markets. It serves as an income-focused core or satellite holding. Investors should be aware of the 0.70% expense ratio and the potential for the strategy to underperform during strong market rallies. It is best suited for income-focused investors who prioritize steady cash flow and volatility management over pure growth.
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 capped upside nature of the strategy limits capital appreciation compared to pure equity growth funds. |
| Momentum investor | Weak fit | The option overlay strategy is designed to dampen, rather than participate in, aggressive upward price momentum. |
| Value investor | Mixed fit | While the equity portion may include value stocks, the strategy is primarily focused on income generation. |
| Dividend/Income investor | Strong fit | The strategy is purpose-built to generate steady income streams through option premiums. |
| Low-risk investor | Mixed fit | While the strategy reduces volatility relative to pure stocks, it remains subject to market risk and downside exposure. |
Investor Profile
Ideal Investor Profile
Income-oriented investors who want exposure to equity markets but seek to temper volatility and generate cash flow.
Suitability
Best for long-term investors looking for income rather than aggressive capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The option strategy helps mitigate volatility but does not eliminate it. |
| Market risk | High | The portfolio remains heavily invested in stocks and is subject to market downturns. |
| Concentration | Medium | The fund holds a diverse set of large-cap stocks, limiting single-issuer risk. |
| Tracking/expense | Medium | The 0.70% expense ratio is higher than passive index-based covered-call funds. |
| Liquidity | Medium | Lower trading volume compared to massive competitors can lead to wider spreads in market stress. |
| Business/sector quality | Medium | The quality of the underlying equity holdings drives the overall health of the fund. |
Risk Analysis
Volatility
FTHI generally exhibits lower volatility than the S&P 500 due to the premiums collected from option writing.
Market Risk
The fund retains significant exposure to equity market movements, meaning principal loss is possible during market corrections.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Asset class | US Large-Cap Equities | 98 | This represents the underlying equity portfolio that provides market participation. |
| Derivatives | Index Call Options | 2 | Selling call options provides income premiums which help offset potential market downside. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 28.07% | Avg. Invested days 82 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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