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Upturn AI SWOT - About
First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF)
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Upturn Advisory Summary
08/14/2025: FTIF (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.25% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 17.37 - 23.39 | Updated Date 06/30/2025 |
52 Weeks Range 17.37 - 23.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Bloomberg Inflation Sensitive Equity ETF
ETF Overview
Overview
The First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) seeks to provide investment results that correspond generally to the price and yield (before the Fundu2019s fees and expenses) of an equity index called the Bloomberg Inflation Sensitive Equity Index. It aims to identify and invest in companies that are expected to benefit from rising inflation.
Reputation and Reliability
First Trust is a well-established ETF provider with a solid reputation and track record.
Management Expertise
First Trust has a team of experienced professionals managing a wide range of ETFs.
Investment Objective
Goal
To track the performance of the Bloomberg Inflation Sensitive Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Bloomberg Inflation Sensitive Equity Index which is designed to reflect the performance of equities that are believed to be sensitive to inflation.
Composition The ETF primarily holds stocks of U.S. companies across various sectors that are thought to perform well in inflationary environments.
Market Position
Market Share: Market share information is not available for the specific sub-strategy of inflation-sensitive equities.
Total Net Assets (AUM): 102980000
Competitors
Key Competitors
- FDIF
- INFL
- CPII
Competitive Landscape
The ETF market for inflation-sensitive strategies is competitive, with several ETFs offering exposure to companies that may benefit from rising inflation. FTIF may offer a distinct weighting or sector focus compared to its competitors. Advantages will depend on First Trustu2019s stock selection methodology and sensitivity to inflationary economic drivers. Disadvantages may arise if market expectations for inflation do not align with the underlying asset selection methodology.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial websites. It varies depending on the time period.
Benchmark Comparison: Benchmark comparison involves analyzing the ETF's returns against the Bloomberg Inflation Sensitive Equity Index.
Expense Ratio: 0.0045
Liquidity
Average Trading Volume
The average trading volume provides an indication of how easily shares can be bought and sold, which can vary greatly depending on the day and market conditions.
Bid-Ask Spread
The bid-ask spread fluctuates based on trading activity and market volatility.
Market Dynamics
Market Environment Factors
Inflation rates, interest rate policies, and overall economic growth significantly impact the ETF's performance.
Growth Trajectory
Growth is influenced by inflation expectations and the fund's ability to select companies that benefit from these conditions.
Moat and Competitive Advantages
Competitive Edge
FTIF's competitive edge lies in its strategy of selecting companies specifically positioned to benefit from inflation. The Bloomberg Inflation Sensitive Equity Index is designed to identify companies with potential upside during periods of rising prices. First Trust's expertise in managing ETFs may contribute to effective execution. This approach differentiates it from broader market ETFs and those focused on different economic themes. Investment performance is dependent upon the index methodology and inflationary realities.
Risk Analysis
Volatility
Historical volatility can be calculated using price data over various time periods.
Market Risk
Market risk includes the possibility of underperformance if inflation expectations change or if the selected companies do not benefit as expected from rising prices.
Investor Profile
Ideal Investor Profile
Investors seeking to hedge against inflation and potentially profit from rising prices are ideal candidates.
Market Risk
Suitable for long-term investors and those seeking exposure to companies that may benefit from inflationary environments.
Summary
The First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) seeks to provide investment results that correspond generally to the price and yield of the Bloomberg Inflation Sensitive Equity Index. It is designed to invest in companies that benefit from rising inflation. Its performance will be closely tied to the accuracy of its inflation sensitivity assessments and broader market sentiment. Investors should consider their risk tolerance and the potential for inflation before investing. FTIF's expense ratio is 0.45%.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- Bloomberg
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should 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 Bloomberg Inflation Sensitive Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks that comprise the index. The fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the total return performance of the index, which includes dividends paid by the common stocks in the index. The index is a rules-based index. The fund is non-diversified.
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.