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First Trust Exchange-Traded Fund VIII (RJMG)

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Upturn Advisory Summary
10/24/2025: RJMG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 24.25% | Avg. Invested days 65 | 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 18.50 - 27.41 | Updated Date 06/30/2025 |
52 Weeks Range 18.50 - 27.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund VIII
ETF Overview
Overview
First Trust Exchange-Traded Fund VIII is a series of ETFs with diverse investment objectives and strategies, typically focusing on specific sectors, factors, or thematic investing within the equity market.
Reputation and Reliability
First Trust is a well-established issuer known for its innovative and actively managed ETFs with a solid track record.
Management Expertise
First Trust benefits from a team of experienced investment professionals specializing in various asset classes and investment strategies.
Investment Objective
Goal
The investment goal varies depending on the specific First Trust Exchange-Traded Fund VIII product. Each fund has a specific objective such as capital appreciation, income, or tracking a particular index.
Investment Approach and Strategy
Strategy: Strategies vary widely, including index tracking, active management, quantitative strategies, and thematic investing.
Composition The assets held vary greatly depending on the specific ETF, including stocks, bonds, and potentially derivatives, tailored to the investment objective.
Market Position
Market Share: The market share of each fund under First Trust Exchange-Traded Fund VIII varies widely depending on its specific investment focus.
Total Net Assets (AUM): AUM varies widely among the funds under First Trust Exchange-Traded Fund VIII. Specific fund's AUM should be verified.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. First Trust distinguishes itself through its innovative and often actively managed funds, but faces competition from larger, passively managed ETFs with lower expense ratios. First Trust advantages may be specialized strategies, while disadvantages can be higher fees.
Financial Performance
Historical Performance: Historical performance varies significantly across different First Trust Exchange-Traded Fund VIII products and should be evaluated on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison depends on the individual ETF's underlying index or investment strategy.
Expense Ratio: Expense ratios vary depending on the fund, typically ranging from 0.30% to 0.95%.
Liquidity
Average Trading Volume
Average trading volume varies depending on the fund, but most First Trust ETFs maintain sufficient liquidity for typical investors.
Bid-Ask Spread
Bid-ask spreads are generally competitive but can fluctuate depending on market conditions and the specific fund's trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance, interest rates, and geopolitical events all impact First Trust Exchange-Traded Fund VIII funds depending on their investment focus.
Growth Trajectory
Growth trends depend on the specific investment themes and asset classes targeted by each individual ETF within the First Trust Exchange-Traded Fund VIII series.
Moat and Competitive Advantages
Competitive Edge
First Trust Exchange-Traded Fund VIII's competitive edge lies in its innovative and actively managed ETFs that often target niche markets or employ unique investment strategies. The firm offers a diverse suite of products catering to specific investor needs and preferences. First Trust also benefits from strong brand recognition and distribution capabilities. These factors give First Trust an advantage in attracting investors seeking specialized investment solutions.
Risk Analysis
Volatility
Volatility varies significantly based on the underlying assets and investment strategy of each specific First Trust Exchange-Traded Fund VIII.
Market Risk
Market risk varies based on the fund's holdings. Equity-focused funds are subject to equity market risk, while bond funds are subject to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor varies based on the specific fund. Investors seeking targeted exposure to specific sectors, factors, or thematic investments may find First Trust ETFs suitable.
Market Risk
Suitability depends on the individual fund's investment objective and risk profile. Some funds are suitable for long-term investors, while others may be more appropriate for active traders.
Summary
First Trust Exchange-Traded Fund VIII encompasses a diverse range of ETFs with varying investment objectives and strategies. The funds are managed by First Trust, a reputable issuer known for its innovative products. Investors should carefully evaluate each fund's prospectus and investment objective to determine its suitability. The funds offer exposure to various sectors, factors, and thematic investments, providing investors with tools to diversify their portfolios or target specific market segments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice. Past performance is not indicative of future results.
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
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 equity securities of growth companies, as identified by the fund's sub-advisor, Raymond James & Associates, Inc. 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.
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