Most Requested Symbols
There is a change is the First Trust Focus Five Model FTRUST5 – Industrials FXR out, Healthcare FXH in.
For the second time in 2018 there is a change to the First Trust Focus Five Model FTRUST5, and the change this week is removing the First Trust Industrials AlphaDEX ETF FXR and replacing it with the First Trust Healthcare AlphaDEX FXH. FXR had been a holding in the model for nearly two years, and while it was a member of the model FXR was up 17.7%. However, over the course of the past couple of weeks FXR has fallen out of the top half of the relative strength matrix ranking, thus causing its removal from the model. As per the rules of the Focus Five Model, once a positions falls out, it is then replaced with the highest ranking sector that is not currently a member of the model which in this case is FXH that currently sits at the number two position in the relative strength matrix. Therefore, FXH joins the other members of the Focus Five Model this week, which include Biotech FBT, Internet FDN, Nasdaq-100 Technology QTEC, and AlphaDEX Technology FXL.
This weekly overview is designed to be used as a "radar" screen to bring your attention to potentially important technical changes that may require your attention and potential action. When evaluating the Fund Score, the strongest issues have scores of 4 or higher while those ETFs with scores below a 3 are no longer considered solid citizens.
Symbol
Name
Price
Score
Signal
RS Col.
Trend
Weekly Mom
AIRR
First Trust RBA American Industrial Renaissance ETF
25.68
3.10
Sell
X
Positive
-7W
BICK
First Trust BICK Index Fund
25.90
1.80
Sell
O
Positive
+1W
DDIV
First Trust Dorsey Wright Momentum & Dividend ETF
23.61
0.51
Sell
O
Positive
-8W
EMLP
First Trust North American Energy Infrastructure Fund
23.12
2.18
Sell
O
Positive
-11W
FAB
First Trust Multi Cap Value AlphaDEX Fund
54.82
3.14
Sell
O
Positive
-7W
FAD
First Trust Multi Cap Growth AlphaDEX Fund
68.60
4.60
Sell
X
Positive
-7W
FAN
First Trust Global Wind Energy ETF
11.80
0.69
Sell
O
Negative
+1W
FBT
First Trust NYSE Arca Biotechnology Index Fund
141.04
4.56
Sell
X
Negative
-6W
FCG
First Trust Natural Gas ETF
19.93
0.21
Sell
O
Negative
-3W
FDD
First Trust STOXX European Select Dividend Index Fund
12.70
2.09
Sell
O
Negative
-5W
FDL
First Trust Morningstar Dividend LeadersSM Index Fund
29.61
3.65
Buy
O
Positive
-5W
FDM
First Trust Dow Jones Select MicroCap IndexSM Fund
47.15
4.32
Sell
X
Positive
-9W
FDN
First Trust Dow Jones Internet IndexSM Fund
126.81
3.68
Sell
X
Positive
-7W
FEX
First Trust Large Cap Core AlphaDEX Fund
58.29
2.41
Sell
X
Positive
-7W
FFR
First Trust FTSE EPRA/NAREIT Developed Mkts Real Estate Index
44.03
2.67
Sell
O
Negative
+1W
FGD
First Trust Dow Jones Global Select Dividend Index Fund
24.28
1.73
Buy
O
Positive
-6W
FIW
First Trust Water ETF
47.75
3.38
Sell
X
Positive
-8W
FLM
First Trust Global Engineering and Construction ETF
51.64
1.32
Sell
O
Positive
-5W
FNI
First Trust Chindia ETF
32.23
0.34
Buy
O
Negative
+1W
FNX
First Trust Mid Cap Core AlphaDEX Fund
65.82
4.24
Sell
X
Positive
-7W
FPX
First Trust US Equity Opportunities ETF
68.76
4.18
Sell
X
Positive
-7W
FRI
First Trust S&P REIT Index Fund
23.10
4.02
Sell
O
Negative
+1W
FTA
First Trust Large Cap Value Opportunities AlphaDEX Fund
52.34
2.81
Sell
X
Positive
-7W
FTC
First Trust Large Cap Growth Opportunities AlphaDEX Fund
63.32
4.16
Sell
X
Positive
-6W
FTGC
First Trust Global Tactical Commodity Strategy Fund
19.36
1.54
Buy
O
Negative
-2W
FTRI
First Trust Indxx Global Natural Resources Income ETF
12.18
1.02
Sell
O
Negative
-4W
FVD
First Trust Value Line Dividend Index Fund
31.13
3.56
Buy
O
Positive
-8W
FVL
First Trust Value Line 100 Exchange-Traded Fund
20.38
1.40
Sell
O
Positive
-7W
FXD
First Trust Consumer Discretionary AlphaDEX Fund
41.60
3.81
Sell
X
Positive
-7W
FXG
First Trust Consumer Staples AlphaDEX Fund
47.68
3.81
Buy
O
Positive
+1W
FXH
First Trust Health Care AlphaDEX Fund
77.13
5.26
Sell
O
Positive
-6W
FXL
First Trust Technology AlphaDEX Fund
55.73
4.45
Sell
X
Positive
-6W
FXN
First Trust Energy AlphaDEX Fund
15.30
2.61
Sell
X
Negative
-4W
FXO
First Trust Financials AlphaDEX Fund
30.34
2.98
Sell
X
Positive
-8W
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
38.31
2.92
Sell
X
Positive
-7W
FXU
First Trust Utilities AlphaDEX Fund
28.14
4.69
Buy
O
Positive
-8W
FXZ
First Trust Materials AlphaDEX Fund
38.08
1.45
Sell
O
Negative
-7W
FYX
First Trust Small Cap Core AlphaDEX Fund
63.19
4.98
Buy
X
Positive
-8W
MDIV
Multi-Asset Diversified Income Index Fund
18.11
2.19
Sell
O
Positive
-10W
QABA
First Trust NASDAQ ABA Community Bank Index Fund
49.72
1.39
Sell
O
Negative
-8W
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
19.15
1.01
Buy
O
Negative
+1W
QQEW
First Trust NASDAQ-100 Equal Weighted IndexSMFund
59.48
4.25
Sell
X
Positive
-7W
QQXT
First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund
49.94
3.97
Sell
X
Positive
-6W
QTEC
First Trust NASDAQ-100-Technology Sector IndexSMFund
73.58
2.70
Sell
X
Positive
-7W
TDIV
First Trust NASDAQ Technology Dividend Index Fund
35.98
3.66
Sell
O
Positive
-6W
TUSA
First Trust Total US Market AlphaDex ETF
33.15
2.82
Sell
O
Positive
-7W
Links to Additional Summaries
The ETFs with the most relative strength buy signals (suggesting outperformance) versus the others in the group are listed at the top. These ETFs should be overweighted in the portfolio. Those ETFs with the least amount of relative strength buy signals versus the others in the group are listed at the bottom. These ETFs should be underweighted in the portfolio.
The First Trust ETF Portfolios are designed to identify major sector themes in the market place through the use of the Point & Figure relative strength tools. For more information on the portfolio construction and back testing, see the model info file on the models page. To enter a portfolio amount and see shares to be purchased as well as modify the portfolio to your specifications, click here. (Note: The First Trust ETF Portfolios will be updated Wednesday mornings by 9:30 am EST)
Weekly Changes:
There is a change is the First Trust Focus Five Model FTRUST5 – Industrials FXR out, Healthcare FXH in.
First Trust Sector Model FTRUST
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust NYSE Arca Biotechnology Index Fund | FBT | 11.111% | 0.0000 | 03/13/2018 |
| First Trust Dow Jones Internet IndexSM Fund | FDN | 11.111% | 0.0000 | 02/25/2009 |
| First Trust Energy AlphaDEX Fund | FXN | 11.111% | 0.9760 | 05/08/2018 |
| First Trust Water ETF | FIW | 11.111% | 0.6280 | 11/15/2016 |
| First Trust Technology AlphaDEX Fund | FXL | 11.111% | 0.1210 | 06/02/2015 |
| First Trust Financials AlphaDEX Fund | FXO | 11.111% | 2.0640 | 09/24/2008 |
| First Trust NASDAQ-100-Technology Sector IndexSMFund | QTEC | 11.111% | 0.8410 | 03/11/2009 |
| First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund | QQXT | 11.111% | 0.2660 | 08/09/2007 |
| First Trust Nasdaq Oil & Gas ETF | FTXN | 11.111% | 1.4210 | 05/15/2018 |
* - Dates prior to 1/9/2008, which is when the First Trust Sector ETF Model Portfolio became available in the First Trust Weekly ETF Report, are representative of when the position was added to the backtested model.
First Trust Focus Five Model FTRUST5
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust NYSE Arca Biotechnology Index Fund | FBT | 20.000% | 0.0000 | 09/25/2018 |
| First Trust Dow Jones Internet IndexSM Fund | FDN | 20.000% | 0.0000 | 04/13/2009 |
| First Trust Health Care AlphaDEX Fund | FXH | 20.000% | 0.0000 | 11/06/2018 |
| First Trust Technology AlphaDEX Fund | FXL | 20.000% | 0.1210 | 11/07/2017 |
| First Trust NASDAQ-100-Technology Sector IndexSMFund | QTEC | 20.000% | 0.8410 | 11/08/2016 |
* - The next evaluation date for the Focus Five Model is Wednesday November 21st. Dates prior to 10/20/2009, which is when the First Trust Focus Five ETF Model Portfolio became available in the First Trust Weekly ETF Report, are representative of when the position was added to the backtested model.
First Trust International Model FTRUSTINTL
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust BICK Index Fund | BICK | 20.000% | 1.3340 | 05/16/2017 |
| First Trust Brazil AlphaDEX Fund | FBZ | 20.000% | 7.1730 | 10/30/2018 |
| First Trust Developed Markets Ex-US AlphaDEX Fund | FDT | 20.000% | 2.5070 | 06/06/2017 |
| First Trust Germany AlphaDEX Fund | FGM | 20.000% | 1.9380 | 05/22/2012 |
| First Trust Switzerland AlphaDEX Fund | FSZ | 20.000% | 2.1410 | 06/06/2011 |
* - The next evaluation date for the International Focus Five Model is Wednesday November 14th. Dates prior to 2/22/2012, which is when the First Trust International Focus Five ETF Model Portfolio became available in the First Trust Weekly ETF Report, are representative of when the position was added to the backtested model.
First Trust Size and Style Model FTSIZESTYLE
First Trust Income Model FTINCOME
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | FVD | 20.000% | 2.2400 | 09/08/2014 |
| First Trust Morningstar Dividend LeadersSM Index Fund | FDL | 20.000% | 3.4430 | 12/22/2015 |
| First Trust Large Cap Value Opportunities AlphaDEX Fund | FTA | 20.000% | 1.8500 | 05/30/2017 |
| First Trust NASDAQ Technology Dividend Index Fund | TDIV | 20.000% | 2.4110 | 10/11/2016 |
| First Trust Rising Dividend Achievers ETF | RDVY | 20.000% | 1.3120 | 07/18/2017 |
First Trust Fixed Income Model FTFIXINC.TR
ETF Name
Symbol
DWA Suggested Weighting
Yield
Date Added
First Trust Tactical High Yield ETF TR
HYLS.TR
25.000%
5.6940
03/31/2017
First Trust Senior Loan Fund TR
FTSL.TR
25.000%
4.0680
05/22/2018
First Trust Preferred Securities and Income ETF TR
FPE.TR
25.000%
5.7650
03/31/2017
First Trust Low Duration Mortgage Opportunities ETF TR
LMBS.TR
25.000%
2.7730
10/23/2018
Am I better off owning the managed mutual fund or the unmanaged ETF? The table below will help you answer that question. For each of the nine major asset classes and sectors, see the Top 20 mutual funds in NAV compared to the First Trust Universe of ETFs. The results are ordered by Fund Score, from highest to lowest. The Fund Score is a snapshot of the overall health of the fund based upon relative strength versus the broad market, relative strength versus its peers, and other trend measures. Those ETFs and Funds with a score above 3 are considered solid citizens with those having scores of 4 and above ideal candidates for purchase. Those ETFs and Funds with a score below 3 should be examined closer from a technical basis as they are not holding their ground versus the market and their peer group.
| Large Cap Value | Large Cap Blend | Large Cap Growth |
| Mid Cap Value | Mid Cap Blend | Mid Cap Growth |
| Small Cap Value | Small Cap Blend | Small Cap Growth |
| Sectors | ||
(Click any link above to see the Fund Score of the First Trust ETFs and the funds with the largest Net Assets in that category)
