- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
First Trust Exchange-Traded Fund IV (MGOV)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/11/2025: MGOV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.83% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.88 - 20.36 | Updated Date 06/30/2025 |
52 Weeks Range 18.88 - 20.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund IV
ETF Overview
Overview
First Trust Exchange-Traded Fund IV is a platform offering a range of actively managed and index-based ETFs across various sectors and asset classes, providing investors with diversified investment opportunities.
Reputation and Reliability
First Trust is a well-established issuer with a solid track record in the ETF market, known for innovation and a diverse product lineup.
Management Expertise
First Trust's management team comprises experienced professionals with expertise in asset management, portfolio construction, and ETF operations.
Investment Objective
Goal
To provide investors with access to a range of investment strategies through a diverse ETF platform.
Investment Approach and Strategy
Strategy: The platform offers both actively managed and passively managed ETFs, tracking various indices, sectors, and investment themes.
Composition The ETFs hold a variety of assets, including stocks, bonds, and other securities, depending on the specific ETF's investment objective.
Market Position
Market Share: Varies depending on the specific ETF within the First Trust Exchange-Traded Fund IV platform.
Total Net Assets (AUM): Varies significantly depending on the specific ETF within the platform, ranging from a few million to billions of dollars.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF market is highly competitive. First Trust competes with major issuers like BlackRock (IVV), State Street (SPY), and Vanguard (VOO). First Trust's advantage lies in its actively managed funds and specialized thematic ETFs. A disadvantage can be higher expense ratios compared to broad market index funds.
Financial Performance
Historical Performance: Historical performance varies greatly depending on the specific ETF within the First Trust Exchange-Traded Fund IV platform. Refer to individual ETF factsheets for details.
Benchmark Comparison: Benchmark comparison depends on the specific ETF. Actively managed ETFs do not always have direct benchmarks.
Expense Ratio: Expense ratios vary depending on the specific ETF, ranging from 0.30% to over 0.90%.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF, with some ETFs exhibiting high liquidity and others lower liquidity.
Bid-Ask Spread
The bid-ask spread varies depending on the specific ETF's trading volume and market interest.
Market Dynamics
Market Environment Factors
Economic indicators, sector trends, and overall market sentiment influence the performance of the various ETFs within the First Trust platform.
Growth Trajectory
Growth trajectory varies by ETF, depending on the underlying asset class, sector, and investment strategy. New ETFs and evolving strategies also contribute to growth.
Moat and Competitive Advantages
Competitive Edge
First Trust's competitive advantage stems from its innovative approach to ETF creation, offering both actively managed and specialized thematic funds. This allows investors to target specific investment strategies beyond broad market exposure. Their actively managed funds aim to outperform benchmarks through expert stock selection and asset allocation. Their niche market focus caters to investors seeking exposure to emerging trends and specific sectors. Overall, First Trust stands out by providing a wider selection of strategies compared to passive indexing.
Risk Analysis
Volatility
Volatility depends on the specific ETF's underlying assets. Sector-specific ETFs are typically more volatile than broad market ETFs.
Market Risk
Market risk includes general economic downturns, interest rate changes, and geopolitical events, all of which can impact the performance of the ETFs.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF. Some ETFs are suitable for long-term investors, while others are better suited for active traders or those seeking specific sector exposure.
Market Risk
Suitability varies. Actively managed and thematic ETFs are generally better suited for investors with a higher risk tolerance and a specific investment thesis. Broad market ETFs are suitable for passive index followers.
Summary
First Trust Exchange-Traded Fund IV is a diverse ETF platform offering a range of investment options, from broad market exposure to specialized thematic strategies. Its appeal lies in its flexibility and ability to cater to different investment objectives and risk tolerances. Investors should carefully evaluate the specific characteristics and risks of each ETF before investing. While offering innovation and active management potential, some ETFs may have higher expense ratios compared to passively managed index funds.
Similar ETFs
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
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 consultation with a qualified financial advisor.
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 IV
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 a portfolio of debt securities issued or guaranteed by the U.S. government (including U.S. Treasury bonds, notes and bills), its agencies or government-sponsored entities. The fund's investments in government securities include publicly-issued U.S. Treasury securities and mortgage-related securities such as pass-through securities, collateralized mortgage obligations (CMOs) and commercial mortgage-backed securities (CMBS). 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.
Home 

