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AGQI
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund VIII (AGQI)

Upturn stock ratingUpturn stock rating
$16.18
Last Close (24-hour delay)
Profit since last BUY7.87%
upturn advisory
Consider higher Upturn Star rating
BUY since 64 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

09/15/2025: AGQI (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 -4.67%
Avg. Invested days 41
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/15/2025

Key Highlights

Volume (30-day avg) -
Beta 0.96
52 Weeks Range 12.31 - 15.36
Updated Date 06/30/2025
52 Weeks Range 12.31 - 15.36
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 across various sectors and asset classes, providing targeted exposure for specific investment objectives.

reliability logo Reputation and Reliability

First Trust is a well-established and reputable ETF provider known for its innovative investment strategies.

reliability logo Management Expertise

First Trust's management team comprises experienced professionals with expertise in ETF management and investment analysis.

Investment Objective

overview logo Goal

To provide investors with targeted exposure to specific sectors, investment themes, or asset classes.

Investment Approach and Strategy

Strategy: Varies depending on the specific ETF within the First Trust Exchange-Traded Fund VIII family; many track specific indexes or follow quantitative strategies.

Composition The asset composition varies significantly across the suite of ETFs, including stocks, bonds, and other asset classes depending on the specific fund.

Market Position

Market Share: Varies significantly depending on the specific ETF within the First Trust Exchange-Traded Fund VIII suite and its respective sector.

Total Net Assets (AUM): Varies greatly by fund within the 'VIII' umbrella; specific AUM should be checked for individual funds.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape is highly fragmented, with numerous ETF providers offering similar products. First Trust differentiates itself through its innovative investment strategies and sector-specific ETFs. Some ETFs within the VIII family might be highly competitive while others may be more niche.

Financial Performance

Historical Performance: Varies significantly depending on the specific ETF within the suite and its underlying assets. Performance data should be analyzed individually.

Benchmark Comparison: Performance is typically measured against relevant benchmarks specific to the individual ETF's investment objective.

Expense Ratio: Expense ratios vary by fund within the First Trust Exchange-Traded Fund VIII suite. Specific expense ratios can be found in each fund's prospectus.

Liquidity

Average Trading Volume

Average trading volume differs among ETFs, with higher liquidity among popular, broad-based funds. Specific liquidity should be checked for individual funds.

Bid-Ask Spread

Bid-ask spreads are typically tight for larger, more liquid ETFs but can widen for smaller, less liquid funds within the suite.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions all influence the performance of the ETFs within the First Trust Exchange-Traded Fund VIII suite.

Growth Trajectory

Growth trends are dependent on the success of individual ETFs within the suite in attracting assets and delivering competitive returns.

Moat and Competitive Advantages

Competitive Edge

First Trust's competitive advantages include its established brand reputation, innovative investment strategies, and a broad suite of sector-specific ETFs. These advantages allow investors to target specific investment themes and manage risk effectively. Additionally, its active management approach could lead to superior risk-adjusted returns relative to passive benchmarks. First Trust is known for launching innovative thematic ETFs.

Risk Analysis

Volatility

Volatility varies by fund within the First Trust Exchange-Traded Fund VIII suite, depending on the underlying assets and investment strategy.

Market Risk

Market risk depends on the specific assets held within each ETF. Sector-specific ETFs are vulnerable to risks affecting those specific sectors.

Investor Profile

Ideal Investor Profile

The ideal investor varies depending on the specific ETF but generally includes those seeking targeted exposure to specific sectors, investment themes, or asset classes.

Market Risk

Suitability varies by fund; some are suitable for long-term investors, while others are better suited for active traders seeking tactical exposure.

Summary

First Trust Exchange-Traded Fund VIII is a family of ETFs offering targeted investment strategies across various sectors and asset classes. Individual ETF analysis is required due to diverse strategies and performance. Investors can use these ETFs to achieve specific investment goals and customize their portfolios. These ETFs appeal to those seeking a balance between innovation and potential returns based on focused market segments.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • ETF Database
  • Morningstar

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. Consult with a qualified financial advisor before making any 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 seeks to invest primarily in income-producing equity securities. Such equity securities may include common stock, depositary receipts (including ADRs and GDRs), preferred securities and real estate investment trusts ("REITs"). It invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund is non-diversified.