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Upturn AI SWOT - About
First Trust Exchange-Traded Fund II (FTHF)
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Upturn Advisory Summary
10/15/2025: FTHF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 Stock | Historic Profit -11.09% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 11.66 | 1Y Target Price - |
Price to earnings Ratio 11.66 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.03 - 26.95 | Updated Date 06/29/2025 |
52 Weeks Range 20.03 - 26.95 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.56% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 11.66 | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
First Trust Exchange-Traded Fund II
Company Overview
History and Background
First Trust Exchange-Traded Fund II is a suite of exchange-traded funds (ETFs) managed by First Trust Advisors L.P. These ETFs were created to provide investors with a variety of investment strategies, including income generation, capital appreciation, and alternative asset exposure. Exact founding years vary per individual ETF within the 'II' series, as it represents a newer generation of ETFs from the firm.
Core Business Areas
- ETF Management: First Trust Advisors L.P. manages a diverse range of ETFs, each designed to track specific indices, sectors, or investment strategies.
Leadership and Structure
First Trust Advisors L.P. is a privately held company led by its CEO and a team of experienced investment professionals. The organizational structure involves portfolio managers, analysts, and other professionals dedicated to managing and overseeing the ETFs.
Top Products and Market Share
Key Offerings
- First Trust Dorsey Wright Momentum & Value ETF (DVLU): DVLU employs a momentum and value investment strategy. Market share data for specific ETFs varies and is dynamic. Competitors include iShares MSCI USA Value Factor ETF (VLUE) and Vanguard Value ETF (VTV).
- First Trust Dorsey Wright People's Portfolio ETF (DWPP): DWPP utilizes a multi-asset allocation strategy. Market share data for specific ETFs varies and is dynamic. Competitors include iShares Core Moderate Allocation ETF (AOM) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX).
- First Trust RiverFront Dynamic Asia Pacific ETF (RFAP): RFAP invests in Asia Pacific equities, dynamically adjusting exposure. Market share data for specific ETFs varies and is dynamic. Competitors include iShares MSCI Pacific ex-Japan ETF (EPP) and Vanguard FTSE Pacific ETF (VPL).
Market Dynamics
Industry Overview
The ETF industry is highly competitive and growing, driven by demand for low-cost, diversified investment vehicles. Factors influencing the industry include market volatility, interest rates, and investor preferences.
Positioning
First Trust is a well-established player in the ETF market, known for its innovative and actively managed ETF strategies. Its competitive advantages include its expertise in quantitative analysis and its focus on specific investment themes.
Total Addressable Market (TAM)
The global ETF market is valued in the trillions of dollars. First Trust is positioned to capture a portion of this TAM through its diverse ETF offerings and active management strategies. TAM is estimated to be around $10 Trillion. First Trust's position is moderate with a focus on niche and active strategies.
Upturn SWOT Analysis
Strengths
- Innovative ETF strategies
- Strong expertise in quantitative analysis
- Experienced management team
- Established brand reputation
Weaknesses
- Higher expense ratios compared to passive ETFs
- Performance depends on active management decisions
- Smaller market share compared to industry giants
Opportunities
- Growing demand for thematic and active ETFs
- Expansion into new asset classes and geographies
- Development of customized ETF solutions
- Partnerships with other financial institutions
Threats
- Increased competition from other ETF providers
- Market volatility and economic downturns
- Regulatory changes and compliance costs
- Risk of underperformance compared to benchmarks
Competitors and Market Share
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
First Trust faces strong competition from larger ETF providers like BlackRock (iShares) and Vanguard. First Trust differentiates itself through its actively managed ETFs and focus on specific investment themes.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the individual ETF and market conditions. Some ETFs have experienced strong growth due to their innovative strategies and market demand.
Future Projections: Future projections depend on market trends and the ETF's ability to generate alpha. Analyst estimates are available for some of the more popular ETFs.
Recent Initiatives: Recent initiatives include the launch of new ETFs focused on emerging themes, enhancements to existing ETF strategies, and marketing efforts to attract new investors.
Summary
First Trust Exchange-Traded Fund II represents a suite of ETFs, each with unique investment strategies. The company strengths lie in innovative actively managed ETFs, offset by higher fees and smaller market share. The growth potential is there due to the demand for the ETF market. The company should focus on lowering expenses to compete with larger ETF companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Advisors L.P. Website
- Financial News Providers
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and subject to change.
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 II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider, the index is constructed to track the performance of companies within emerging market countries that sufficiently promote human flourishing. The fund is non-diversified.
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