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Upturn AI SWOT - About
First Trust Dorsey Wright Focus 5 ETF (FV)
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Upturn Advisory Summary
10/24/2025: FV (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 24.31% | Avg. Invested days 64 | 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 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 46.96 - 62.92 | Updated Date 06/29/2025 |
52 Weeks Range 46.96 - 62.92 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Dorsey Wright Focus 5 ETF
ETF Overview
Overview
The First Trust Dorsey Wright Focus 5 ETF (FV) seeks capital appreciation by investing in a portfolio of other First Trust ETFs, selected and weighted using Dorsey Wright's relative strength methodology, focusing on sectors showing strong relative performance.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and strategic investment products.
Management Expertise
First Trust has a dedicated team of investment professionals with expertise in ETF management and portfolio construction.
Investment Objective
Goal
To seek capital appreciation.
Investment Approach and Strategy
Strategy: Utilizes a relative strength strategy, selecting the top five First Trust sector and industry-based ETFs based on their performance relative to a broad universe of ETFs.
Composition The ETF holds a portfolio of other First Trust ETFs, primarily focusing on equities across various sectors and industries demonstrating relative strength.
Market Position
Market Share: FV's market share is not dominant as it focuses on a specific niche strategy of allocating assets dynamically across other First Trust ETFs.
Total Net Assets (AUM): 511000000
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- iShares Edge MSCI USA Momentum Factor ETF (MTUM)
- SPDR Portfolio S&P 1500 Momentum Tilt ETF (SPMO)
Competitive Landscape
The momentum ETF landscape is competitive. FV differentiates itself by investing in other First Trust ETFs based on a relative strength methodology, offering a dynamic sector allocation strategy. PDP and MTUM are more diversified across individual stocks.
Financial Performance
Historical Performance: Historical performance is dependent on the relative strength of the underlying First Trust ETFs and the effectiveness of the Dorsey Wright methodology.
Benchmark Comparison: The ETF's performance should be compared to a benchmark that reflects a broad market index or a momentum-based index to assess its effectiveness.
Expense Ratio: 0.94
Liquidity
Average Trading Volume
FV exhibits moderate liquidity, with an average daily trading volume that should be considered before investing large sums.
Bid-Ask Spread
The bid-ask spread is typically reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic cycles, sector rotations, and investor sentiment significantly impact the relative strength of different sectors and the ETF's allocation strategy.
Growth Trajectory
Growth is linked to the performance of its underlying ETFs. Changes to the investment methodology or holdings may occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
FV's competitive advantage lies in its use of the Dorsey Wright relative strength methodology, providing a dynamic sector allocation strategy within a single ETF. It offers investors exposure to sectors demonstrating strong momentum, potentially outperforming a static asset allocation approach. The fund's unique structure, investing in other First Trust ETFs, allows for efficient portfolio management and access to a diversified range of sector-specific strategies. This approach aims to capture market trends and capitalize on sector rotations.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of its underlying sector ETFs and the overall market conditions.
Market Risk
The ETF is subject to market risk, sector-specific risk, and the risk associated with the Dorsey Wright relative strength methodology.
Investor Profile
Ideal Investor Profile
FV is suited for investors seeking capital appreciation through a dynamic sector allocation strategy based on relative strength.
Market Risk
This ETF is more suited for investors with a moderate to high risk tolerance who are comfortable with active management and sector rotation strategies.
Summary
The First Trust Dorsey Wright Focus 5 ETF is a dynamic sector allocation ETF using relative strength methodology. FV invests in a portfolio of other First Trust ETFs showing strong performance, offering exposure to trending sectors. This ETF suits investors seeking capital appreciation and are comfortable with sector rotation strategies and associated market volatility. Its performance depends on the effectiveness of the Dorsey Wright methodology and the market conditions affecting sector rotations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data can change rapidly. Consult with a 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 Dorsey Wright Focus 5 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 exchange-traded funds (ETFs) that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index provider believes offer the greatest potential to outperform the other ETFs in the selection universe and that satisfy certain trading volume and liquidity requirements.
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