MGOV
MGOV 1-star rating from Upturn Advisory

First Trust Exchange-Traded Fund IV (MGOV)

First Trust Exchange-Traded Fund IV (MGOV) 1-star rating from Upturn Advisory
$20.52
Last Close (24-hour delay)
Profit since last BUY4.91%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 117 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

12/05/2025: MGOV (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 9.81%
Avg. Invested days 56
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

First Trust Exchange-Traded Fund IV

First Trust Exchange-Traded Fund IV(MGOV) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

First Trust Exchange-Traded Fund IV represents a family of ETFs managed by First Trust, designed to offer exposure to various market segments and investment strategies, including factors like dividends, momentum, and specific sectors, often employing a rules-based or quantitative investment approach.

Reputation and Reliability logo Reputation and Reliability

First Trust is a well-established ETF issuer with a generally positive reputation for creating innovative and targeted investment products.

Leadership icon representing strong management expertise and executive team Management Expertise

First Trust benefits from a team of experienced investment professionals who specialize in developing and managing ETFs across diverse asset classes and investment strategies.

Investment Objective

Icon representing investment goals and financial objectives Goal

The specific investment goal varies depending on the individual ETF within the First Trust Exchange-Traded Fund IV family, but generally aims to track the performance of a specific index or achieve a particular investment objective (e.g., income, growth) through a defined investment strategy.

Investment Approach and Strategy

Strategy: First Trust Exchange-Traded Fund IV ETFs employ diverse strategies, including tracking specific market indices, focusing on particular sectors, or using quantitative models to select securities based on factors like dividends or momentum.

Composition The composition varies widely depending on the specific ETF. Holdings can include stocks, bonds, or other asset classes, often concentrated in specific sectors or industries.

Market Position

Market Share: The market share of each First Trust Exchange-Traded Fund IV ETF depends on the individual fund's popularity and assets under management within its respective sector or investment style.

Total Net Assets (AUM): Varies greatly depending on the specific fund within the First Trust Exchange-Traded Fund IV family.

Competitors

Key Competitors logo Key Competitors

  • IVV
  • SPY
  • VOO

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment strategies. First Trust Exchange-Traded Fund IV ETFs often differentiate themselves through specialized strategies, sector focuses, or quantitative approaches. Advantages may include niche market access and innovative strategies, while disadvantages could be higher expense ratios or lower liquidity compared to broad market ETFs.

Financial Performance

Historical Performance: Historical performance data varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund IV family and its investment strategy. Requires accessing data for the specific ETF under consideration.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its underlying index or investment objective. Requires specifying the target ETF and its benchmark.

Expense Ratio: Expense ratios vary depending on the specific ETF, ranging from 0.3% to over 0.8%.

Liquidity

Average Trading Volume

Average trading volume varies substantially across different First Trust ETFs depending on their popularity and assets under management.

Bid-Ask Spread

The bid-ask spread depends on the specific ETF and can range from a few basis points to over 0.10% depending on trading volume.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions significantly influence the performance of First Trust Exchange-Traded Fund IV ETFs. Specific factors depend on the focus and holdings of each individual ETF.

Growth Trajectory

Growth trends depend on the specific ETF's performance, investor demand, and the overall market environment. Changes to strategy and holdings are disclosed in fund prospectuses and regulatory filings.

Moat and Competitive Advantages

Competitive Edge

First Trust Exchange-Traded Fund IV ETFs differentiate themselves through specialized investment strategies, unique factor-based approaches, and niche market focuses. Some ETFs offer exposure to specific sectors or industries that may not be readily available through other ETFs. The rules-based or quantitative investment approach used by many First Trust ETFs can provide a systematic and disciplined investment process. These unique investment strategies provide diversification benefits to investors and could potentially give it a competitive advantage. However, some ETFs might have higher expense ratios due to the specialized nature of their investments.

Risk Analysis

Volatility

Volatility varies depending on the specific ETF and its underlying assets. Sector-specific ETFs and those employing leveraged strategies are likely to exhibit higher volatility.

Market Risk

Market risk is inherent in all ETFs, but the specific risks associated with First Trust Exchange-Traded Fund IV ETFs depend on their underlying assets. Risks can include sector-specific risks, interest rate risk, and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies based on the individual ETF. Some ETFs are suitable for long-term investors seeking income or growth, while others are better suited for active traders looking to capitalize on short-term market movements.

Market Risk

Suitability depends on the individual ETF's investment objective and risk profile. Some ETFs may be suitable for long-term investors, while others are more appropriate for active traders.

Summary

First Trust Exchange-Traded Fund IV represents a diversified suite of ETFs offering various investment strategies and exposures. These ETFs cater to investors with different risk tolerances and investment goals, often focusing on specific sectors, factors, or quantitative approaches. Their competitive edge often lies in their unique strategies and access to niche markets, though this could come at the cost of higher expense ratios. Before investing, thorough research is essential to select an ETF that aligns with one's individual investment objectives and risk tolerance. Thus, careful analysis of investment objectives, fees, and historical performance is paramount.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • First Trust Official Website
  • ETF Database
  • Morningstar
  • Yahoo Finance
  • Bloomberg

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions. Market Share data is estimated and may not be precise.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.