There were no changes to any of the First Trust Models this week.
With Tuesday’s action, the First Trust NASDAQ Cybersecurity ETF CIBR rallied above $47 to achieve a new all-time high and rally above resistance that dates to February of this year. The tracking index for CIBR seeks to invest in the cybersecurity segment of the broader technology and industrials sector. The chart has been in a column of X’s since mid-May and has added 6.00% during the month of June (5/28/2021 to 6/22/2021), which is much of the ETF’s gain on a year-to-date basis at 6.26%. Overall, CIBR possesses a fund score of 4.38 and a score direction of 1.69, which speaks to the fund’s recent improvement. Additionally, CIBR’s fund score is higher than that of the average score for funds within the Technology-Communications space at 4.09. Okay to consider CIBR on a pullback to $45.50 from this recent high, as the fund is entering overbought territory. Initial support lies in the $41 to $41.50 range, while the bullish support line would be violated with a move to $39.50.
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
Fund Score
PnF Signal
RS Col.
PnF Trend
Weekly Mom
AIRR
First Trust RBA American Industrial Renaissance ETF
40.38
5.21
Sell
X
Positive
-14W
BICK
First Trust BICK Index Fund
40.07
4.81
Buy
X
Positive
+9W
DDIV
First Trust Dorsey Wright Momentum & Dividend ETF
31.13
4.11
Sell
X
Positive
-4W
EMLP
First Trust North American Energy Infrastructure Fund
24.91
3.05
Buy
O
Positive
-2W
FAB
First Trust Multi Cap Value AlphaDEX Fund
70.88
5.19
Buy
X
Positive
-12W
FAD
First Trust Multi Cap Growth AlphaDEX Fund
116.82
4.72
Buy
X
Positive
+3W
FAN
First Trust Global Wind Energy ETF
21.57
3.92
Sell
O
Positive
+3W
FBT
First Trust NYSE Arca Biotechnology Index Fund
173.47
3.31
Buy
O
Positive
+11W
FCG
First Trust Natural Gas ETF
16.00
5.94
Buy
X
Positive
+7W
FDD
First Trust STOXX European Select Dividend Index Fund
15.02
4.42
Buy
O
Positive
-2W
FDL
First Trust Morningstar Dividend LeadersSM Index Fund
33.52
2.71
Buy
O
Positive
-6W
FDM
First Trust Dow Jones Select MicroCap IndexSM Fund
61.54
4.49
Buy
X
Positive
-2W
FDN
First Trust Dow Jones Internet IndexSM Fund
240.54
4.37
Buy
X
Positive
+3W
FEX
First Trust Large Cap Core AlphaDEX Fund
84.85
3.61
Buy
X
Positive
-7W
FFR
First Trust FTSE EPRA/NAREIT Developed Mkts Real Estate Index
52.02
3.39
Buy
O
Positive
+4W
FGD
First Trust Dow Jones Global Select Dividend Index Fund
26.35
3.31
Buy
O
Positive
-3W
FIW
First Trust Water ETF
82.53
5.35
Buy
X
Positive
-6W
FLM
First Trust Global Engineering and Construction ETF
55.01
2.86
Buy
O
Positive
-10W
FNI
First Trust Chindia ETF
59.41
3.54
Sell
O
Positive
+6W
FNX
First Trust Mid Cap Core AlphaDEX Fund
98.64
4.53
Buy
X
Positive
-7W
FPX
First Trust US Equity Opportunities ETF
124.94
3.05
Sell
O
Positive
+3W
FRI
First Trust S&P REIT Index Fund
28.47
4.29
Buy
O
Positive
+3W
FTA
First Trust Large Cap Value Opportunities AlphaDEX Fund
65.51
3.17
Buy
O
Positive
-11W
FTC
First Trust Large Cap Growth Opportunities AlphaDEX Fund
107.25
4.61
Buy
X
Positive
+3W
FTGC
First Trust Global Tactical Commodity Strategy Fund
22.87
2.75
Buy
O
Positive
-3W
FTRI
First Trust Indxx Global Natural Resources Income ETF
14.54
4.14
Sell
X
Positive
-3W
FVD
First Trust Value Line Dividend Index Fund
39.85
2.89
Buy
O
Positive
-6W
FXD
First Trust Consumer Discretionary AlphaDEX Fund
59.42
5.09
Buy
X
Positive
-15W
FXG
First Trust Consumer Staples AlphaDEX Fund
57.56
2.73
Buy
O
Positive
-10W
FXH
First Trust Health Care AlphaDEX Fund
116.76
3.17
Buy
X
Positive
+1W
FXL
First Trust Technology AlphaDEX Fund
121.92
4.60
Buy
X
Positive
+3W
FXN
First Trust Energy AlphaDEX Fund
11.28
5.67
Buy
X
Positive
-2W
FXO
First Trust Financials AlphaDEX Fund
43.16
5.36
Sell
X
Positive
-6W
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
58.44
4.30
Buy
X
Positive
-7W
FXU
First Trust Utilities AlphaDEX Fund
30.27
2.67
Buy
O
Positive
-7W
FXZ
First Trust Materials AlphaDEX Fund
57.64
4.48
Buy
X
Positive
-3W
FYX
First Trust Small Cap Core AlphaDEX Fund
93.24
4.52
Buy
X
Positive
-3W
MDIV
Multi-Asset Diversified Income Index Fund
17.01
2.87
Buy
O
Positive
-2W
QABA
First Trust NASDAQ ABA Community Bank Index Fund
56.28
3.54
Buy
X
Positive
-13W
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
64.54
3.35
Buy
O
Positive
+4W
QQEW
First Trust NASDAQ-100 Equal Weighted IndexSMFund
109.69
4.29
Buy
X
Positive
+3W
QQXT
First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund
85.20
4.13
Buy
X
Positive
+2W
QTEC
First Trust NASDAQ-100-Technology Sector IndexSMFund
153.81
5.03
Buy
X
Positive
+3W
TDIV
First Trust NASDAQ Technology Dividend Index Fund
56.72
3.22
Buy
O
Positive
-9W
TUSA
First Trust Total US Market AlphaDex ETF
47.35
4.36
Buy
O
Positive
-7W
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 were no changes to any of the First Trust ETF Models this week.
First Trust Sector Model FTRUST
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust Dow Jones Internet IndexSM Fund | FDN | 6.667% | 0.0000 | 02/25/2009 |
| First Trust Energy AlphaDEX Fund | FXN | 6.667% | 3.0861 | 11/24/2020 |
| First Trust Water ETF | FIW | 6.667% | 0.4695 | 11/15/2016 |
| First Trust Natural Gas ETF | FCG | 6.667% | 2.1711 | 11/17/2020 |
| First Trust Technology AlphaDEX Fund | FXL | 6.667% | 0.0165 | 06/02/2015 |
| First Trust Materials AlphaDEX Fund | FXZ | 6.667% | 1.1495 | 12/01/2020 |
| First Trust Consumer Discretionary AlphaDEX Fund | FXD | 6.667% | 0.2172 | 06/02/2020 |
| First Trust Financials AlphaDEX Fund | FXO | 6.667% | 1.8796 | 01/12/2021 |
| First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 6.667% | 0.6342 | 01/12/2021 |
| First Trust NASDAQ-100-Technology Sector IndexSMFund | QTEC | 6.667% | 0.2981 | 03/11/2009 |
| First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund | QQXT | 6.667% | 0.3183 | 08/09/2007 |
| First Trust NASDAQ ABA Community Bank Index Fund | QABA | 6.667% | 1.8304 | 11/10/2020 |
| First Trust Nasdaq Transportation ETF | FTXR | 6.667% | 0.1664 | 08/25/2020 |
| First Trust Nasdaq Bank ETF | FTXO | 6.667% | 1.7949 | 11/10/2020 |
| First Trust Nasdaq Oil & Gas ETF | FTXN | 6.667% | 1.1828 | 11/24/2020 |
* - 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 Technology AlphaDEX Fund | FXL | 20.000% | 0.0165 | 11/07/2017 |
| First Trust Consumer Discretionary AlphaDEX Fund | FXD | 20.000% | 0.2172 | 06/09/2020 |
| First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 20.000% | 0.6342 | 01/19/2021 |
| First Trust NASDAQ-100-Technology Sector IndexSMFund | QTEC | 20.000% | 0.2981 | 11/08/2016 |
| First Trust Nasdaq Transportation ETF | FTXR | 20.000% | 0.1664 | 09/08/2020 |
* - The next evaluation date for the Focus Five Model is Wednesday, July 7th, 2021. 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 Chindia ETF | FNI | 20.000% | 0.2569 | 03/17/2020 |
| First Trust BICK Index Fund | BICK | 20.000% | 0.4060 | 05/16/2017 |
| First Trust Germany AlphaDEX Fund | FGM | 20.000% | 1.1595 | 05/22/2012 |
| First Trust Switzerland AlphaDEX Fund | FSZ | 20.000% | 1.6660 | 06/06/2011 |
| First Trust India Nifty 50 Equal Weight ETF | NFTY | 20.000% | 0.6085 | 04/13/2021 |
* - The next evaluation date for the International Focus Five Model is Wednesday, June 30th, 2021. 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
ETF Name
Symbol
DWA Suggested Weighting
Yield
Date Added
First Trust Small Cap Core AlphaDEX Fund
FYX
33.333%
0.6348
01/19/2021
First Trust Small Cap Growth AlphaDEX Fund
FYC
33.333%
0.1013
10/20/2020
First Trust Small Cap Value AlphaDEX Fund
FYT
33.333%
0.9237
03/23/2021
First Trust Income Model FTINCOME
| ETF Name | Symbol | DWA Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust Large Cap Value Opportunities AlphaDEX Fund | FTA | 20.000% | 1.5848 | 05/05/2020 |
| First Trust STOXX European Select Dividend Index Fund | FDD | 20.000% | 3.2982 | 12/01/2020 |
| First Trust NASDAQ Technology Dividend Index Fund | TDIV | 20.000% | 1.7364 | 05/14/2019 |
| First Trust Dorsey Wright Momentum & Dividend ETF | DDIV | 20.000% | 1.8990 | 12/22/2020 |
| First Trust Rising Dividend Achievers ETF | RDVY | 20.000% | 1.2729 | 11/12/2019 |
First Trust Fixed Income Model (TR) FTFIXINC.TR
ETF Name
Symbol
DWA Suggested Weighting
Yield
Date Added
First Trust Tactical High Yield ETF TR
HYLS.TR
25.000%
5.3554
08/25/2020
First Trust Senior Loan Fund TR
FTSL.TR
25.000%
3.1293
03/23/2021
First Trust Preferred Securities and Income ETF TR
FPE.TR
25.000%
4.6909
04/21/2020
First Trust Managed Municipal ETF TR
FMB.TR
25.000%
2.0965
04/20/2021
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)
