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Upturn AI SWOT - About
First Trust Nasdaq Transportation ETF (FTXR)
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Upturn Advisory Summary
09/16/2025: FTXR (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 24.63% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.5 | 52 Weeks Range 25.31 - 36.54 | Updated Date 06/29/2025 |
52 Weeks Range 25.31 - 36.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Nasdaq Transportation ETF
ETF Overview
Overview
The First Trust Nasdaq Transportation ETF (FTXR) seeks to track the Nasdaq US Smart Transportation Index, offering exposure to US companies engaged in transportation. It aims to provide targeted access to this sector through a smart-beta approach, focusing on growth, value, and volatility factors.
Reputation and Reliability
First Trust is a well-established ETF issuer with a strong reputation for innovation and providing diverse investment solutions.
Management Expertise
First Trust has a dedicated team of experienced professionals managing their ETFs, leveraging their expertise to implement the fund's investment strategy.
Investment Objective
Goal
To track the Nasdaq US Smart Transportation Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Nasdaq US Smart Transportation Index. The index uses a quantitative model to select and weight transportation companies based on growth, value, and volatility factors.
Composition The ETF primarily holds stocks of US-based companies involved in the transportation industry.
Market Position
Market Share: Insufficient data to provide a definitive market share.
Total Net Assets (AUM): 117680000
Competitors
Key Competitors
- IYT
- JETS
- XAR
Competitive Landscape
The transportation ETF industry is moderately competitive, with several established players. FTXR differentiates itself through its smart-beta approach, potentially offering different risk-adjusted returns compared to market-cap weighted ETFs like IYT. However, larger competitors may have higher liquidity and lower expense ratios.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers. The performance varies based on the holding period.
Benchmark Comparison: Comparative performance against the Nasdaq US Smart Transportation Index needs to be retrieved from financial data providers.
Expense Ratio: 0.007
Liquidity
Average Trading Volume
The ETF's average trading volume reflects sufficient liquidity for most retail investors, though institutional investors may require deeper analysis.
Bid-Ask Spread
The bid-ask spread indicates the cost of trading; a narrower spread is preferable to minimize transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer spending, interest rates, fuel prices, and regulatory changes significantly influence the transportation sector. Also, supply chain dynamics, technological advancements, and global trade patterns matter too.
Growth Trajectory
The ETF's growth trajectory depends on the overall health of the transportation sector, with trends influenced by factors like e-commerce, infrastructure spending, and technological innovation in logistics and transportation.
Moat and Competitive Advantages
Competitive Edge
FTXR's smart-beta strategy, which focuses on growth, value, and volatility factors, aims to provide potentially superior risk-adjusted returns. Its unique index selection methodology could offer diversification benefits compared to traditional market-cap weighted transportation ETFs. The ETF's emphasis on quality factors may help it outperform during periods of economic uncertainty. However, this strategy may not always outperform the broader market or its competitors.
Risk Analysis
Volatility
The ETF's volatility is influenced by the inherent volatility of the transportation sector, which can be cyclical and sensitive to economic conditions.
Market Risk
The ETF is subject to market risk associated with the transportation sector, including economic downturns, regulatory changes, and fluctuations in fuel prices.
Investor Profile
Ideal Investor Profile
FTXR is suitable for investors seeking targeted exposure to the US transportation sector and who understand the risks associated with sector-specific investments. It is suitable for investors seeking exposure to the growth of the transportation sector.
Market Risk
The ETF is suitable for investors with a long-term investment horizon who are comfortable with moderate levels of volatility and sector-specific risks.
Summary
First Trust Nasdaq Transportation ETF (FTXR) seeks to replicate the performance of the Nasdaq US Smart Transportation Index. It offers exposure to U.S. companies in the transportation sector through a smart-beta methodology, focusing on growth, value, and volatility. Investors should consider FTXR if they seek targeted exposure to the transportation industry with a factor-based approach. Its performance is closely tied to the transportation industry trends, including e-commerce and supply chain dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- Nasdaq Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share and performance data are estimates and may vary.
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 Transportation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to provide exposure to U.S. companies comprising the transportation sector that have been selected based upon their liquidity and ranking. It 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.