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Upturn AI SWOT - About
First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF (ILDR)
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Upturn Advisory Summary
08/29/2025: ILDR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 61.39% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 19.74 - 29.35 | Updated Date 06/29/2025 |
52 Weeks Range 19.74 - 29.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF
ETF Overview
Overview
The First Trust Innovation Leaders ETF (FTXL) focuses on identifying and investing in companies exhibiting innovative characteristics within the technology sector and other related fields, aiming for long-term capital appreciation through growth stocks.
Reputation and Reliability
First Trust is a well-established ETF provider with a history of launching and managing diverse investment products.
Management Expertise
First Trust has a team of experienced investment professionals overseeing the ETF's strategy and portfolio management.
Investment Objective
Goal
The primary investment goal of FTXL is long-term capital appreciation by investing in companies believed to be innovation leaders.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative and qualitative methodology to identify and select companies exhibiting innovation characteristics.
Composition The ETF primarily holds equity securities of U.S. companies across various market capitalizations that are deemed to be innovation leaders.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 39000000
Competitors
Key Competitors
- ARKK
- XT
- QCLN
Competitive Landscape
The innovation-focused ETF industry is highly competitive with ARK Investment Management's ARKK being the dominant player. FTXL attempts to identify innovation leaders, however, ARKK has more brand recognition. Its disadvantage is lower AUM and less liquidity compared to larger peers.
Financial Performance
Historical Performance: Historical performance data is crucial for assessing an ETF's track record, but specific performance figures are dynamic and not available for this pre-generated response. Consult financial data providers for current data.
Benchmark Comparison: Comparing the ETF's performance against innovation and technology indices provides insight into its effectiveness, which is best analyzed with real-time market data.
Expense Ratio: 0.007
Liquidity
Average Trading Volume
The ETF's liquidity can be judged by its average trading volume which is an indicator of how easily shares can be bought and sold.
Bid-Ask Spread
The bid-ask spread can show the cost of trading FTXL, a narrow spread indicating higher liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
FTXL's performance is influenced by economic growth, interest rates, regulatory changes, and investor sentiment, especially in the technology and innovation sectors.
Growth Trajectory
Monitoring FTXL's asset growth, changes in holdings, and shifts in investment strategy provides insights into its future potential.
Moat and Competitive Advantages
Competitive Edge
FTXL differentiates itself through its methodology for identifying innovation leaders, potentially offering investors exposure to unique companies. First Trust's established reputation as an ETF provider could also provide trust. The ETF's innovation focus could provide upside growth potential by investing in tomorrow's cutting-edge companies. It can be used as a targeted play in the technology and innovation sector.
Risk Analysis
Volatility
Historical volatility measures the ETF's price fluctuations, providing insight into its risk profile.
Market Risk
FTXL's market risk is tied to fluctuations in the technology sector and broader equity market, impacting its overall performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a higher risk tolerance seeking long-term growth potential and willing to invest in companies focused on innovation.
Market Risk
FTXL is more suitable for long-term investors and active traders who seek targeted exposure to innovation-driven companies.
Summary
The First Trust Innovation Leaders ETF (FTXL) aims to provide long-term capital appreciation by investing in companies identified as innovation leaders. Its performance is impacted by the technology sector and broader market conditions. Investors should consider their risk tolerance and investment goals before investing. FTXL offers a targeted approach to investing in innovation-focused companies. The ETF could suit investors seeking specific exposure to innovation-driven companies and sectors.
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. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
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 Exchange-Traded Fund VIII - First Trust Innovation Leaders 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 common stock and depository receipts issued by U.S. and non-U.S. companies that may benefit from the development or application of scientific and technological innovation. The fund"s investments will be concentrated in the information technology sector, and therefore, may be concentrated in one or more industries within the information technology sector. 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.