Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
RJMG
Upturn stock rating

First Trust Exchange-Traded Fund VIII (RJMG)

Upturn stock rating
$26.65
Last Close (24-hour delay)
Profit since last BUY18.81%
upturn advisory
Consider higher Upturn Star rating
BUY since 117 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/24/2025: 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 24.25%
Avg. Invested days 65
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

First Trust Exchange-Traded Fund VIII

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

First Trust is a well-established issuer known for its innovative and actively managed ETFs with a solid track record.

reliability logo Management Expertise

First Trust benefits from a team of experienced investment professionals specializing in various asset classes and investment strategies.

Investment Objective

overview logo 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

overview logo 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.

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

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

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

Upturn 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.