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Yahoo
10-07-2025
- Business
- Yahoo
Is First Trust Rising Dividend Achievers ETF (RDVY) a Strong ETF Right Now?
The First Trust Rising Dividend Achievers ETF (RDVY) made its debut on 01/07/2014, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry. Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies. This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. Because the fund has amassed over $15.23 billion, this makes it one of the larger ETFs in the Style Box - Large Cap Value. RDVY is managed by First Trust Advisors. RDVY, before fees and expenses, seeks to match the performance of the NASDAQ US Rising Dividend Achievers Index. The NASDAQ US Rising Dividend Achievers Index is designed to provide access to a diversified portfolio of companies with a history of paying dividends. For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same. Operating expenses on an annual basis are 0.48% for this ETF, which makes it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.43%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. RDVY's heaviest allocation is in the Financials sector, which is about 38.6% of the portfolio. Its Information Technology and Consumer Discretionary round out the top three. Taking into account individual holdings, Ebay Inc. (EBAY) accounts for about 2.52% of the fund's total assets, followed by Meta Platforms Inc. (class A) (META) and Booking Holdings Inc. (BKNG). The top 10 holdings account for about 23.33% of total assets under management. The ETF return is roughly 8.19% and it's up approximately 18.06% so far this year and in the past one year (as of 07/10/2025), respectively. RDVY has traded between $51.60 and $64.37 during this last 52-week period. The ETF has a beta of 1.07 and standard deviation of 19.07% for the trailing three-year period, making it a medium risk choice in the space. With about 77 holdings, it effectively diversifies company-specific risk . First Trust Rising Dividend Achievers ETF is an excellent option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. There are other ETFs in the space which investors could consider as well. Schwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $71.1 billion in assets, Vanguard Value ETF has $139.67 billion. SCHD has an expense ratio of 0.06% and VTV changes 0.04%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Rising Dividend Achievers ETF (RDVY): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
09-07-2025
- Business
- Yahoo
Should You Invest in the First Trust Dow Jones Internet ETF (FDN)?
The First Trust Dow Jones Internet ETF (FDN) was launched on 06/19/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Internet segment of the equity market. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Technology - Internet is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 5, placing it in top 31%. The fund is sponsored by First Trust Advisors. It has amassed assets over $7.14 billion, making it one of the largest ETFs attempting to match the performance of the Technology - Internet segment of the equity market. FDN seeks to match the performance of the Dow Jones Internet Composite Index before fees and expenses. The Dow Jones Internet Composite Index includes only companies whose primary focus is Internet-related. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.49%, making it on par with most peer products in the space. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Information Technology sector--about 33.90% of the portfolio. Telecom and Consumer Discretionary round out the top three. Looking at individual holdings, Netflix, Inc. (NFLX) accounts for about 10.36% of total assets, followed by Meta Platforms Inc. (class A) (META) and Inc. (AMZN). The top 10 holdings account for about 60.65% of total assets under management. The ETF has added about 9.87% so far this year and it's up approximately 27.92% in the last one year (as of 07/09/2025). In that past 52-week period, it has traded between $183.68 and $269.33. The ETF has a beta of 1.17 and standard deviation of 26.13% for the trailing three-year period, making it a high risk choice in the space. With about 42 holdings, it has more concentrated exposure than peers. First Trust Dow Jones Internet ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, FDN is a great option for investors seeking exposure to the Technology ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. ALPS (OGIG) tracks OSHARES GLOBAL INTERNET GIANTS INDEX and the Invesco NASDAQ Internet ETF (PNQI) tracks NASDAQ Internet Index. ALPS has $157.31 million in assets, Invesco NASDAQ Internet ETF has $771.22 million. OGIG has an expense ratio of 0.48% and PNQI charges 0.60%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Dow Jones Internet ETF (FDN): ETF Research Reports Inc. (AMZN) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Invesco NASDAQ Internet ETF (PNQI): ETF Research Reports ALPS (OGIG): ETF Research Reports Meta Platforms, Inc. (META) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
08-07-2025
- Business
- Yahoo
Should You Invest in the First Trust Consumer Staples AlphaDEX ETF (FXG)?
Looking for broad exposure to the Consumer Staples - Broad segment of the equity market? You should consider the First Trust Consumer Staples AlphaDEX ETF (FXG), a passively managed exchange traded fund launched on 05/08/2007. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Consumer Staples - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 14, placing it in bottom 13%. The fund is sponsored by First Trust Advisors. It has amassed assets over $296.48 million, making it one of the average sized ETFs attempting to match the performance of the Consumer Staples - Broad segment of the equity market. FXG seeks to match the performance of the StrataQuant Consumer Staples Index before fees and expenses. The StrataQuant Consumer Staples Index is a modified equal-dollar weighted index designed by the AMEX to objectively identify and select stocks from the Russell 1000 Index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.62%, making it one of the most expensive products in the space. It has a 12-month trailing dividend yield of 2.24%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Staples sector--about 86.60% of the portfolio, followed by Healthcare. Looking at individual holdings, Casey's General Stores, Inc. (CASY) accounts for about 4.90% of total assets, followed by Mckesson Corporation (MCK) and Cencora Inc. (COR). The top 10 holdings account for about 41.20% of total assets under management. The ETF has added roughly 1.03% and it's up approximately 1.92% so far this year and in the past one year (as of 07/08/2025), respectively. FXG has traded between $61.21 and $70.06 during this last 52-week period. The ETF has a beta of 0.57 and standard deviation of 12.84% for the trailing three-year period, making it a medium risk choice in the space. With about 41 holdings, it has more concentrated exposure than peers. First Trust Consumer Staples AlphaDEX ETF sports a Zacks ETF Rank of 4 (Sell), which is based on expected asset class return, expense ratio, and momentum, among other factors. FXG, then, is not a great choice for investors seeking exposure to the Consumer Staples ETFs segment of the market. Instead, there are better ETFs in the space to consider. Vanguard Consumer Staples ETF (VDC) tracks MSCI US Investable Market Consumer Staples 25/50 Index and the Consumer Staples Select Sector SPDR ETF (XLP) tracks Consumer Staples Select Sector Index. Vanguard Consumer Staples ETF has $7.68 billion in assets, Consumer Staples Select Sector SPDR ETF has $16.07 billion. VDC has an expense ratio of 0.09% and XLP charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Consumer Staples AlphaDEX ETF (FXG): ETF Research Reports McKesson Corporation (MCK) : Free Stock Analysis Report Cencora, Inc. (COR) : Free Stock Analysis Report Casey's General Stores, Inc. (CASY) : Free Stock Analysis Report Consumer Staples Select Sector SPDR ETF (XLP): ETF Research Reports Vanguard Consumer Staples ETF (VDC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
04-07-2025
- Business
- Yahoo
Is First Trust Industrials/Producer Durables AlphaDEX ETF (FXR) a Strong ETF Right Now?
Launched on 05/08/2007, the First Trust Industrials/Producer Durables AlphaDEX ETF (FXR) is a smart beta exchange traded fund offering broad exposure to the Industrials ETFs category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns. The fund is managed by First Trust Advisors, and has been able to amass over $1.86 billion, which makes it one of the larger ETFs in the Industrials ETFs. Before fees and expenses, FXR seeks to match the performance of the StrataQuant Industrials Index. The StrataQuant Industrials Index is a modified equal-dollar weighted index designed by the AMEX to objectively identify and select stocks from the Russell 1000 Index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. With on par with most peer products in the space, this ETF has annual operating expenses of 0.60%. FXR's 12-month trailing dividend yield is 0.69%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. FXR's heaviest allocation is in the Industrials sector, which is about 69.5% of the portfolio. Its Financials and Materials round out the top three. When you look at individual holdings, Howmet Aerospace Inc. (HWM) accounts for about 1.54% of the fund's total assets, followed by General Electric Company (GE) and Air Lease Corporation (AL). The top 10 holdings account for about 13.93% of total assets under management. Year-to-date, the First Trust Industrials/Producer Durables AlphaDEX ETF return is roughly 2.96% so far, and was up about 14.23% over the last 12 months (as of 07/04/2025). FXR has traded between $60.85 and $83.27 in this past 52-week period. The ETF has a beta of 1.14 and standard deviation of 20.49% for the trailing three-year period, making it a medium risk choice in the space. With about 137 holdings, it effectively diversifies company-specific risk . First Trust Industrials/Producer Durables AlphaDEX ETF is a reasonable option for investors seeking to outperform the Industrials ETFs segment of the market. However, there are other ETFs in the space which investors could consider. Vanguard Industrials ETF (VIS) tracks MSCI US Investable Market Industrials 25/50 Index and the Industrial Select Sector SPDR ETF (XLI) tracks Industrial Select Sector Index. Vanguard Industrials ETF has $5.79 billion in assets, Industrial Select Sector SPDR ETF has $22.31 billion. VIS has an expense ratio of 0.09% and XLI changes 0.08%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Industrials ETFs To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Industrials/Producer Durables AlphaDEX ETF (FXR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
03-07-2025
- Business
- Yahoo
Is First Trust Large Cap Growth AlphaDEX ETF (FTC) a Strong ETF Right Now?
Launched on 05/08/2007, the First Trust Large Cap Growth AlphaDEX ETF (FTC) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Growth category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns. FTC is managed by First Trust Advisors, and this fund has amassed over $1.19 billion, which makes it one of the average sized ETFs in the Style Box - Large Cap Growth. FTC seeks to match the performance of the Nasdaq AlphaDEX Large Cap Growth Index before fees and expenses. The NASDAQ AlphaDEX Large Cap Growth Index is an enhanced index which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 500 Large Cap Growth Index. For ETF investors, expense ratios are an important factor when considering a fund's return; in the long-term, cheaper funds actually have the ability to outperform their more expensive cousins if all other things remain the same. Operating expenses on an annual basis are 0.58% for this ETF, which makes it on par with most peer products in the space. It's 12-month trailing dividend yield comes in at 0.35%. Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it's still important for investors to research a fund's holdings. This ETF has heaviest allocation in the Financials sector - about 20.8% of the portfolio. Information Technology and Industrials round out the top three. When you look at individual holdings, Robinhood Markets, Inc. (class A) (HOOD) accounts for about 1.47% of the fund's total assets, followed by Roblox Corporation (class A) (RBLX) and Carvana Co. (class A) (CVNA). Its top 10 holdings account for approximately 11.91% of FTC's total assets under management. So far this year, FTC return is roughly 8.83%, and was up about 23.09% in the last one year (as of 07/03/2025). During this past 52-week period, the fund has traded between $115.51 and $150.97. FTC has a beta of 1.11 and standard deviation of 18.68% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 188 holdings, it effectively diversifies company-specific risk . First Trust Large Cap Growth AlphaDEX ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Growth segment of the market. However, there are other ETFs in the space which investors could consider. Vanguard Growth ETF (VUG) tracks CRSP U.S. Large Cap Growth Index and the Invesco QQQ (QQQ) tracks NASDAQ-100 Index. Vanguard Growth ETF has $173.93 billion in assets, Invesco QQQ has $353.41 billion. VUG has an expense ratio of 0.04% and QQQ changes 0.20%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Growth To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Large Cap Growth AlphaDEX ETF (FTC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
