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Upturn AI SWOT - About
First Trust Exchange-Traded Fund VIII (RSJN)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/14/2025: RSJN (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -0.87% | Avg. Invested days 37 | 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 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 20.84 | 1Y Target Price - |
Price to earnings Ratio 20.84 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.93 - 33.26 | Updated Date 06/29/2025 |
52 Weeks Range 28.93 - 33.26 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | 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 20.84 | 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 VIII
Company Overview
History and Background
First Trust Exchange-Traded Fund VIII is a series of actively managed exchange-traded funds (ETFs) offered by First Trust Portfolios L.P. These ETFs are designed to provide specific investment strategies and outcomes. The exact founding year and milestones depend on the specific ETF within the series.
Core Business Areas
- Actively Managed ETFs: Offers a range of actively managed ETFs targeting specific sectors, investment styles, or thematic exposures.
Leadership and Structure
First Trust Portfolios L.P. is the investment advisor and sponsor. The specific portfolio managers for each ETF within the series vary.
Top Products and Market Share
Key Offerings
- First Trust Innovation Leaders ETF (FTEK): This ETF seeks long-term capital appreciation by investing in companies that demonstrate innovative business practices. Data about its market share is unavailable. Competitors include ARKK and other innovation-focused ETFs.
- First Trust TCW Opportunistic Fixed Income ETF (FIXD): This ETF seeks current income and capital appreciation by investing in a diversified portfolio of fixed income securities. Data about its market share is unavailable. Competitors include AGG and other active fixed income ETFs.
Market Dynamics
Industry Overview
The ETF industry is highly competitive and rapidly growing, with a wide range of investment options available to investors. Active management is becoming increasingly popular.
Positioning
First Trust positions itself as a provider of innovative and actively managed ETFs, seeking to outperform traditional passive investment strategies.
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 specialized ETF offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment team
- Innovative ETF product offerings
- Active management expertise
Weaknesses
- Higher expense ratios compared to passive ETFs
- Performance is dependent on active management skills
- Potential for underperformance relative to benchmarks
- Smaller AUM compared to major ETF providers
Opportunities
- Growing demand for actively managed ETFs
- Expansion into new investment themes and sectors
- Increased adoption of ETFs by institutional investors
- Strategic partnerships and acquisitions
Threats
- Increased competition from other ETF providers
- Market volatility and economic downturns
- Regulatory changes affecting the ETF industry
- Rising interest rates impacting fixed income ETFs
Competitors and Market Share
Key Competitors
- ARKK
- IVV
- SPY
- QQQ
- VTV
- VTI
- VEA
- AGG
- LQD
Competitive Landscape
First Trust competes with a wide range of ETF providers, including large passive fund managers and other active managers. Its competitive advantage lies in its specialized and innovative ETF offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is specific to each ETF and its performance. Actively managed ETFs tend to have different growth patterns than index ETFs
Future Projections: Future projections depend on market conditions and the fund's ability to execute its investment strategy.
Recent Initiatives: Recent initiatives may include launching new ETFs, adjusting investment strategies, or marketing efforts to attract investors.
Summary
First Trust Exchange-Traded Fund VIII offers a range of actively managed ETFs aiming for specific investment goals. Success depends on the performance of their active management. They compete with both large index ETFs and other active funds. Higher expense ratios and reliance on skilled managers are crucial considerations for investors. Performance depends on the specific ETFs, which should be considered independently.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Yahoo Finance
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share data may not be fully comprehensive. Financial data is 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 VIII
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-06-24 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange® Options that reference the price performance of the Invesco S&P 500® Equal Weight ETF Trust. The fund is non-diversified.
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