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Upturn AI SWOT - About
First Trust Indxx Innovative Transaction & Process ETF (LEGR)
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Upturn Advisory Summary
07/31/2025: LEGR (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 4.07% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 36.42 - 53.71 | Updated Date 06/29/2025 |
52 Weeks Range 36.42 - 53.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Indxx Innovative Transaction & Process ETF
ETF Overview
Overview
The First Trust Indxx Innovative Transaction & Process ETF (FTXO) seeks investment results that correspond generally to the price and yield, before fees and expenses, of the Indxx Innovative Transaction & Process Index. This index is designed to track companies that are significantly transforming transaction and payment processes, impacting the financial sector and consumer behavior.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation for offering innovative and thematic investment products.
Management Expertise
First Trust Advisors L.P. has extensive experience in managing ETFs and a dedicated team focused on thematic investing.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the Indxx Innovative Transaction & Process Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Indxx Innovative Transaction & Process Index, which focuses on companies involved in innovative transaction and payment processes.
Composition The ETF holds stocks of companies that are involved in areas such as mobile payments, blockchain, digital wallets, and other transaction-related technologies.
Market Position
Market Share: Data unavailable without current market data APIs.
Total Net Assets (AUM): 82.92
Competitors
Key Competitors
- ARK Fintech Innovation ETF (ARKF)
- Global X FinTech ETF (FINX)
- ETFMG Prime Mobile Payments ETF (IPAY)
Competitive Landscape
The ETF industry in the fintech and payment processing sector is competitive. FTXO competes with other ETFs that also target innovative transaction and payment companies. FTXO's focus on a specific index differentiates it, but its success depends on the index's performance and how it compares to similar indexes tracked by competitors. Smaller AUM may impact liquidity compared to larger competitors. ARKF and FINX have significantly larger AUM and trading volume.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. Actuals will vary based on the reporting date.
Benchmark Comparison: Comparison to the Indxx Innovative Transaction & Process Index is crucial for assessing tracking effectiveness.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume of FTXO can be obtained from financial data providers; current data is unavailable.
Bid-Ask Spread
The bid-ask spread for FTXO can be obtained from financial data providers; current data is unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, growth prospects in the fintech sector, and regulatory changes affecting payment processing impact FTXO.
Growth Trajectory
The growth trajectory of FTXO depends on the adoption of innovative transaction technologies and the performance of its underlying holdings. Strategy changes may include index rebalancing and adjustments to holdings.
Moat and Competitive Advantages
Competitive Edge
FTXO's competitive edge lies in its focus on the Indxx Innovative Transaction & Process Index, offering exposure to companies transforming payment processes. This niche focus differentiates it from broader fintech ETFs. However, it relies on the index's methodology to identify truly innovative companies. The smaller AUM compared to competitors might limit its appeal to institutional investors seeking high liquidity.
Risk Analysis
Volatility
Historical volatility can be calculated using historical price data.
Market Risk
Market risk includes sector-specific risks related to technology and financial services, as well as risks associated with investing in innovative and potentially unproven companies.
Investor Profile
Ideal Investor Profile
The ideal investor profile for FTXO includes those seeking exposure to innovative payment technologies and willing to accept higher risk for potentially higher returns.
Market Risk
FTXO is best suited for long-term investors with a higher risk tolerance who want to gain exposure to the evolving financial technology landscape; may not be suitable for risk-averse investors.
Summary
The First Trust Indxx Innovative Transaction & Process ETF (FTXO) aims to track companies involved in innovative transaction and payment processing. FTXO is well-differentiated from general ETFs. Its performance hinges on the index's selection and the growth of the fintech sector. The fund's relatively smaller AUM might be a drawback for some investors, despite offering access to companies leading the evolution of payment methodologies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Advisors L.P.
- Indxx
- Financial data providers
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is not updated in real-time and may vary. Performance data should be verified from official sources.
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 Indxx Innovative Transaction & Process 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 common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies that are either actively using, investing in, developing, or have products that are poised to benefit from blockchain technology and/or the potential for increased efficiency that it provides to various business processes.
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.