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Upturn AI SWOT - About
First Trust Nasdaq Food & Beverage ETF (FTXG)
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Upturn Advisory Summary
09/15/2025: FTXG (1-star) is a SELL. SELL since 1 days. Simulated Profits (-6.16%). 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 -5.78% | Avg. Invested days 35 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.6 | 52 Weeks Range 21.45 - 25.38 | Updated Date 06/29/2025 |
52 Weeks Range 21.45 - 25.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Nasdaq Food & Beverage ETF
ETF Overview
Overview
The First Trust Nasdaq Food & Beverage ETF (FTXG) seeks investment results that correspond generally to the price and yield of the Nasdaq US Smart Food & Beverage Index. The ETF focuses on U.S. food and beverage companies, employing a smart-beta strategy to select and weight stocks based on fundamental factors.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for offering innovative and thematic investment products.
Management Expertise
First Trust Advisors L.P. has extensive experience in managing ETFs across various sectors and investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield, before fees and expenses, of the Nasdaq US Smart Food & Beverage Index.
Investment Approach and Strategy
Strategy: Tracks the Nasdaq US Smart Food & Beverage Index, which uses a smart-beta methodology to select and weight U.S. food and beverage companies based on factors like volatility, value and growth.
Composition Primarily holds stocks of U.S. companies in the food and beverage sector.
Market Position
Market Share: FTXG's market share within the food and beverage ETF sector is relatively modest compared to broader market ETFs.
Total Net Assets (AUM): 129000000
Competitors
Key Competitors
- Consumer Staples Select Sector SPDR Fund (XLP)
- Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
- iShares U.S. Consumer Staples ETF (IYK)
Competitive Landscape
The competitive landscape is dominated by larger, more established ETFs like XLP. FTXG offers a smart-beta approach, which may appeal to investors seeking enhanced returns within the food and beverage sector, but it faces challenges due to its smaller size and lower liquidity compared to its competitors.
Financial Performance
Historical Performance: Historical performance data not directly available without a specific date range. Needs to be sourced.
Benchmark Comparison: Benchmark comparison requires performance data from both the ETF and the Nasdaq US Smart Food & Beverage Index.
Expense Ratio: 0.056
Liquidity
Average Trading Volume
FTXG's average trading volume is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Consumer spending, inflation, interest rates, and regulatory changes can significantly impact the food and beverage sector and, consequently, FTXG's performance.
Growth Trajectory
Growth trends depend on consumer demand, innovation in the food and beverage industry, and the effectiveness of FTXG's smart-beta strategy.
Moat and Competitive Advantages
Competitive Edge
FTXG's competitive advantage lies in its smart-beta methodology, which aims to select and weight stocks based on fundamental factors. This approach seeks to outperform traditional market-cap-weighted indexes. The ETF targets the food and beverage sector, providing focused exposure. Its lower expense ratio compared to some competitors also adds to its appeal. This unique combination may attract investors seeking a more strategic approach to investing in this sector.
Risk Analysis
Volatility
Volatility is dependent on market conditions and the specific holdings of the ETF. More volatile than broader indices due to concentration.
Market Risk
Market risk stems from fluctuations in the overall stock market and specific risks related to the food and beverage sector, such as changes in consumer preferences, commodity prices, and regulatory policies.
Investor Profile
Ideal Investor Profile
The ideal investor for FTXG is someone seeking targeted exposure to the U.S. food and beverage sector with a smart-beta tilt. Investors with a medium to long-term investment horizon are most suitable.
Market Risk
FTXG is suitable for long-term investors and passive index followers seeking sector-specific exposure with a smart-beta approach.
Summary
The First Trust Nasdaq Food & Beverage ETF (FTXG) provides targeted exposure to the U.S. food and beverage sector, utilizing a smart-beta methodology to select and weight stocks. Its relatively small size and moderate trading volume are important considerations for investors. The ETF's success depends on the effectiveness of its smart-beta strategy in outperforming traditional market-cap-weighted indexes. Investors should consider their risk tolerance, investment horizon, and the ETF's expense ratio when evaluating FTXG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary based on the source and calculation methodology.
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 Nasdaq Food & Beverage 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 underlying index. The index is designed to provide exposure to U.S. companies comprising the food and beverage sector that have been selected based upon their liquidity and ranking. 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.