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RJMG
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund VIII (RJMG)

Upturn stock ratingUpturn stock rating
$24.2
Last Close (24-hour delay)
Profit since last BUY7.89%
upturn advisory
Consider higher Upturn Star rating
BUY since 67 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
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Upturn Advisory Summary

08/14/2025: RJMG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 12.83%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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First Trust Exchange-Traded Fund VIII

stock logo

ETF Overview

overview logo Overview

First Trust Exchange-Traded Fund VIII is a suite of ETFs offering diverse investment strategies. Specific focus, sector, asset allocation, and strategy vary significantly between individual ETFs within this family.

reliability logo Reputation and Reliability

First Trust is a well-established issuer with a solid reputation and track record in providing innovative investment solutions.

reliability logo Management Expertise

First Trust has a team of experienced portfolio managers and analysts dedicated to managing its ETFs.

Investment Objective

overview logo Goal

The investment goals vary by fund within the First Trust Exchange-Traded Fund VIII family, focusing on strategies such as growth, income, or specific sector exposure.

Investment Approach and Strategy

Strategy: Strategies vary significantly within the ETF family, ranging from tracking specific indexes to active management within sectors or thematic areas.

Composition The ETF holds a mix of assets depending on the individual fund's strategy, including stocks, bonds, and other financial instruments. Asset allocation varies across funds.

Market Position

Market Share: Market share varies considerably depending on the specific fund within the First Trust Exchange-Traded Fund VIII suite and the targeted sector.

Total Net Assets (AUM): AUM varies greatly among funds within the First Trust Exchange-Traded Fund VIII family. Individual ETF AUM can be found on First Trust's website or financial data providers.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape is highly fragmented with numerous ETF providers offering similar investment strategies. First Trust Exchange-Traded Fund VIII ETFs compete by offering unique or specialized investment exposures. Advantages may include innovative strategies or focused sector expertise. Disadvantages could include higher expense ratios or less liquidity compared to broader, more established ETFs.

Financial Performance

Historical Performance: Historical performance varies widely among funds within the First Trust Exchange-Traded Fund VIII family, dependent on each fund's specific strategy and underlying assets.

Benchmark Comparison: Benchmark comparisons depend on the specific fund's investment objective and are available through financial data providers or fund prospectuses.

Expense Ratio: Expense ratios vary among funds in the First Trust Exchange-Traded Fund VIII family, typically ranging from 0.40% to 0.95%.

Liquidity

Average Trading Volume

Average trading volume varies depending on the specific fund, with some having higher trading volume than others. Trading volume varies between each ETF.

Bid-Ask Spread

The bid-ask spread varies by fund, with more liquid ETFs typically having tighter spreads. Spreads are dependent on each individual ETF.

Market Dynamics

Market Environment Factors

Economic indicators, sector-specific growth prospects, and overall market conditions influence the performance of ETFs within the First Trust Exchange-Traded Fund VIII family.

Growth Trajectory

Growth trends depend on the specific investment strategy of each fund and the attractiveness of its underlying assets or sector. Changes to strategy or holdings are disclosed in fund documents.

Moat and Competitive Advantages

Competitive Edge

First Trust Exchange-Traded Fund VIII ETFs offer specialized or unique investment strategies, providing investors with targeted exposure to specific sectors or thematic areas. This focus can differentiate them from broader, more general ETFs. The issuer's expertise in developing innovative investment solutions can also be a competitive advantage. The ETFu2019s focus provides investors with an alternative to passive investment strategies.

Risk Analysis

Volatility

Volatility depends on the specific fund's investments, with sector-specific or actively managed funds potentially experiencing higher volatility.

Market Risk

Market risk varies by fund and is related to the specific assets held. Sector-specific funds are more susceptible to sector-specific risks and economic downturns.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific fund. Investors seeking targeted exposure to a specific sector, thematic investment, or a unique investment strategy may find certain funds appealing.

Market Risk

Suitability depends on the investor's risk tolerance and investment goals. Some funds may be better suited for long-term investors, while others may be suitable for active traders seeking short-term gains.

Summary

First Trust Exchange-Traded Fund VIII is a suite of ETFs offering various investment strategies that investors can use to increase their investment portfolio. Investment strategies vary in risk, so investors should seek to understand the risk before investing. Some funds offer targeted exposure to specific sectors or industries. Individual fund AUM, historical performances, benchmark comparisons, liquidity metrics, and expense ratios vary by fund.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • Financial Data Providers (e.g., Bloomberg, Reuters)
  • ETF.com
  • Fund Prospectuses

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before making investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.