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First Trust Exchange-Traded Fund VIII (RSSE)
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Upturn Advisory Summary
10/15/2025: RSSE (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 0.44% | Avg. Invested days 49 | 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 - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.13 - 21.21 | Updated Date 02/26/2025 |
52 Weeks Range 18.13 - 21.21 | Updated Date 02/26/2025 | ||
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 - | 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 part of First Trust Portfolios L.P., a well-established financial services firm specializing in investment management and advisory services. The company has a long history of creating innovative investment solutions, including ETFs, mutual funds, and unit investment trusts. Specific details about First Trust Exchange-Traded Fund VIII's founding date and milestones require more specific fund-level data.
Core Business Areas
- Exchange-Traded Funds (ETFs): First Trust specializes in creating and managing ETFs across various asset classes, sectors, and investment strategies. These ETFs are designed to provide investors with diversified exposure and targeted investment outcomes.
Leadership and Structure
First Trust Portfolios L.P. has a management team with extensive experience in investment management and financial services. The organizational structure includes portfolio managers, analysts, and support staff dedicated to managing and servicing their ETF offerings.
Top Products and Market Share
Key Offerings
- First Trust ETFs: First Trust offers a wide range of ETFs focusing on different sectors, strategies and assets. Market share varies depending on the specific ETF. Competitors include Vanguard, BlackRock (iShares), State Street (SPDR), Invesco and Charles Schwab.
Market Dynamics
Industry Overview
The ETF industry is characterized by rapid growth, increasing competition, and evolving investor preferences. Key trends include the rise of thematic ETFs, ESG investing, and the adoption of passive investment strategies.
Positioning
First Trust is positioned as an innovative ETF provider with a focus on differentiated investment strategies and active management within the ETF structure. They aim to provide investors with unique exposure and potential for outperformance.
Total Addressable Market (TAM)
The global ETF market has a TAM in the trillions of dollars. First Trust is positioned to capture a portion of this market through its innovative product offerings.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong brand recognition
- Experienced management team
- Established distribution network
Weaknesses
- Higher expense ratios compared to some competitors
- Reliance on specific investment strategies that may not always perform well
- Smaller AUM compared to industry giants
Opportunities
- Growing demand for thematic ETFs
- Increasing adoption of ESG investing
- Expansion into new markets
- Development of new investment strategies
Threats
- Increased competition from larger ETF providers
- Market volatility
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- IVV
- VOO
- SPY
- QQQ
- IWM
Competitive Landscape
First Trust faces intense competition from larger ETF providers with greater resources and lower expense ratios. However, First Trust differentiates itself through its innovative product offerings and active management strategies.
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on the specific fund and market conditions.
Future Projections: Future projections depend on the specific fund and analyst estimates.
Recent Initiatives: Recent initiatives include the launch of new thematic ETFs and ESG-focused funds.
Summary
First Trust Exchange-Traded Fund VIII is a provider of various ETFs across numerous asset classes and sectors. The company is differentiated by its innovation and specific investment strategies. The company's financial performance depends heavily on market conditions and fund performance. The company faces competition from larger ETF providers, but it can capitalize on the growing demand for thematic ETFs, ESG investing and continued innovations in the ETF business.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and performance data are subject to change and may vary depending on the source.
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 2024-09-23 | 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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