
There were no changes to any of the First Trust Models this week.
Currently the only NDW Sector/Industry Group (among 40) that sees both its bullish percent (BP) above 50% and positive trend (PT) in a column of Xs is the Aerospace Airline industry. Among the higher scoring ETFs within the industry is the First Trust Indxx Aerospace & Defense ETF MISL which possesses a strong 5.32 fund score and outpaces funds within the broader cyclical sector (2.97) and all US listed funds (2.93). The ETF’s fund score increased earlier this month after moving into a column of Xs on its market RS chart against the S&P 500 Equal Weight Index (SPXEWI), suggesting a near-term trend of outperformance. Action this week on the trend chart saw MISL return to a buy signal by breaking a double top at $31.50, completing a bearish signal reversal pattern, and moving above major moving averages.
Those seeking exposure to the Aerospace industry could consider MISL here on the breakout or on a pullback to the middle of the 10-week trading band at $30. Note that resistance lies at $32.50 and $34, the funds all-time chart high from November last year. Initial support on the default chart can be found at $26.50, the bullish support line and April chart low. Support close to current prices can be found on the more sensitive 0.25 point per box chart at $29.25 and $27.50.
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
69.97
2.13
Buy
O
Negative
+
3W
DDIV
First Trust Nasdaq Dorsey Wright Momentum & Dividend ETF
36.19
3.35
Sell
X
Positive
+
1W
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
39.46
2.05
Buy
X
Negative
+
1W
EMLP
First Trust North American Energy Infrastructure Fund
36.66
5.12
Buy
X
Positive
-
11W
FAB
First Trust Multi Cap Value AlphaDEX Fund
75.85
1.42
Sell
O
Negative
-
11W
FAD
First Trust Multi Cap Growth AlphaDEX Fund
130.07
2.98
Buy
X
Positive
+
2W
FAN
First Trust Global Wind Energy ETF
15.74
2.18
Sell
X
Negative
+
1W
FBT
First Trust NYSE Arca Biotechnology Index Fund
160.55
2.45
Buy
X
Negative
+
1W
FCG
First Trust Natural Gas ETF
21.49
1.31
Sell
O
Negative
-
13W
FDD
First Trust STOXX European Select Dividend Index Fund
14.47
5.95
Buy
X
Positive
-
5W
FDL
First Trust Morningstar Dividend LeadersSM Index Fund
41.16
3.55
Buy
X
Positive
-
6W
FDM
First Trust Dow Jones Select MicroCap IndexSM Fund
61.67
1.89
Buy
O
Negative
+
2W
FDN
First Trust Dow Jones Internet IndexSM Fund
231.13
4.29
Buy
O
Positive
+
2W
FEX
First Trust Large Cap Core AlphaDEX Fund
100.42
1.73
Buy
O
Positive
+
1W
FGD
First Trust Dow Jones Global Select Dividend Index Fund
25.08
4.72
Buy
X
Positive
+
1W
FIW
First Trust Water ETF
100.70
2.80
Buy
O
Negative
+
2W
FNX
First Trust Mid Cap Core AlphaDEX Fund
105.59
2.15
Buy
X
Negative
+
2W
FPX
First Trust US Equity Opportunities ETF
119.34
5.07
Buy
X
Negative
+
3W
FRI
First Trust S&P REIT Index Fund
26.63
2.33
Sell
O
Negative
+
1W
FTA
First Trust Large Cap Value Opportunities AlphaDEX Fund
73.51
0.53
Buy
O
Negative
-
10W
FTC
First Trust Large Cap Growth Opportunities AlphaDEX Fund
132.91
3.41
Buy
O
Positive
+
2W
FTDS
First Trust Dividend Strength ETF
49.50
1.53
Sell
O
Negative
+
1W
FTGC
First Trust Global Tactical Commodity Strategy Fund
24.53
3.66
Buy
X
Positive
-
10W
FTRI
First Trust Indxx Global Natural Resources Income ETF
13.18
2.43
Sell
X
Negative
-
5W
FVD
First Trust Value Line Dividend Index Fund
43.78
2.54
Sell
O
Positive
-
7W
FXD
First Trust Consumer Discretionary AlphaDEX Fund
56.74
1.27
Buy
O
Negative
+
2W
FXG
First Trust Consumer Staples AlphaDEX Fund
65.16
2.54
Sell
X
Negative
+
3W
FXH
First Trust Health Care AlphaDEX Fund
100.08
1.61
Buy
O
Negative
-
10W
FXL
First Trust Technology AlphaDEX Fund
136.58
1.29
Buy
O
Negative
+
2W
FXN
First Trust Energy AlphaDEX Fund
14.38
0.29
Sell
O
Negative
-
12W
FXO
First Trust Financials AlphaDEX Fund
51.07
3.85
Buy
X
Positive
+
1W
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
67.40
3.31
Buy
X
Negative
+
1W
FXU
First Trust Utilities AlphaDEX Fund
41.41
4.61
Buy
X
Positive
+
1W
FXZ
First Trust Materials AlphaDEX Fund
53.53
0.19
Buy
O
Negative
+
1W
FYX
First Trust Small Cap Core AlphaDEX Fund
87.63
2.69
Buy
O
Negative
+
1W
MDIV
Multi-Asset Diversified Income Index Fund
15.86
2.00
Buy
O
Positive
-
8W
QABA
First Trust NASDAQ ABA Community Bank Index Fund
51.20
1.35
Buy
O
Negative
+
1W
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
28.28
0.39
Buy
O
Negative
+
2W
QQEW
First Trust NASDAQ-100 Equal Weighted IndexSMFund
121.51
3.70
Buy
X
Negative
+
1W
QQXT
First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund
93.06
3.37
Buy
O
Positive
+
1W
QTEC
First Trust NASDAQ-100-Technology Sector IndexSMFund
177.20
2.92
Buy
O
Negative
+
2W
RBLD
First Trust Alerian US NextGen Infrastructure ETF
65.80
3.21
Sell
X
Positive
+
1W
TDIV
First Trust NASDAQ Technology Dividend Index Fund
72.96
3.46
Buy
O
Positive
+
1W
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: The were no changes to any of the First Trust Models covered within the report this week.
First Trust Sector Model FTRUST
ETF Name | Symbol | NDW Suggested Weighting | Yield | Date Added |
---|---|---|---|---|
First Trust Dow Jones Internet IndexSM Fund | FDN | 14.286% | 0.0000 | 06/13/2023 |
First Trust Water ETF | FIW | 14.286% | 0.7426 | 11/15/2016 |
First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 14.286% | 0.8270 | 01/12/2021 |
First Trust Utilities AlphaDEX Fund | FXU | 14.286% | 2.3106 | 04/01/2025 |
First Trust NASDAQ ABA Community Bank Index Fund | QABA | 14.286% | 2.5933 | 07/30/2024 |
First Trust Nasdaq Food & Beverage ETF | FTXG | 14.286% | 2.7083 | 04/08/2025 |
First Trust Nasdaq Bank ETF | FTXO | 14.286% | 2.3330 | 11/12/2024 |
* - 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 | NDW Suggested Weighting | Yield | Date Added |
---|---|---|---|---|
First Trust Dow Jones Internet IndexSM Fund | FDN | 20.000% | 0.0000 | 06/06/2023 |
First Trust Financials AlphaDEX Fund | FXO | 20.000% | 2.1883 | 12/10/2024 |
First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 20.000% | 0.8270 | 01/19/2021 |
First Trust Utilities AlphaDEX Fund | FXU | 20.000% | 2.3106 | 03/25/2025 |
First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund | QQXT | 20.000% | 0.8716 | 04/08/2025 |
* - The next evaluation date for the Focus Five Model is Wednesday, May 7th, 2025. 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 Thematic Focus Five Model TR FTTHEME5.TR
ETF Name | Symbol | NDW Suggested Weighting | Yield | Date Added |
---|---|---|---|---|
First Trust NASDAQ Cybersecurity ETF TR | CIBR.TR | 20.000% | 0.2578 | 04/22/2025 |
First Trust Alerian US NextGen Infrastructure ETF TR | RBLD.TR | 20.000% | 1.3101 | 09/05/2023 |
First Trust Dow Jones Internet IndexSM Fund TR | FDN.TR | 20.000% | 0.0000 | 09/05/2023 |
First Trust S-Network Streaming and Gaming ETF TR | BNGE.TR | 20.000% | 0.0000 | 09/05/2023 |
First Trust Dow Jones International Internet ETF TR | FDNI.TR | 20.000% | 0.9430 | 04/22/2025 |
* - The next evaluation date for the Thematic Focus Five Model is Wednesday, May 7th, 2025. Dates prior to 9/13/2023, which is when the First Trust Thematic 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 | NDW Suggested Weighting | Yield | Date Added |
---|---|---|---|---|
First Trust China AlphaDEX Fund | FCA | 20.000% | 4.5515 | 12/03/2024 |
First Trust United Kingdom Alphadex Fund | FKU | 20.000% | 3.8019 | 01/16/2024 |
First Trust Switzerland AlphaDEX Fund | FSZ | 20.000% | 1.7271 | 11/01/2022 |
First Trust Eurozone AlphaDEX Fund | FEUZ | 20.000% | 1.9761 | 03/04/2025 |
First Trust India Nifty 50 Equal Weight ETF | NFTY | 20.000% | 0.0000 | 04/13/2021 |
* - The next evaluation date for the International Focus Five Model is Wednesday, May 14th, 2025. 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
NDW Suggested Weighting
Yield
Date Added
First Trust Mid Cap Core AlphaDEX Fund
FNX
33.333%
1.4225
04/22/2025
First Trust Large Cap Growth Opportunities AlphaDEX Fund
FTC
33.333%
0.3568
06/20/2023
First Trust Large Cap Core AlphaDEX Fund
FEX
33.333%
1.2928
10/24/2023
First Trust Income Model FTINCOME
ETF Name | Symbol | NDW Suggested Weighting | Yield | Date Added |
---|---|---|---|---|
First Trust STOXX European Select Dividend Index Fund | FDD | 20.000% | 6.5517 | 04/01/2025 |
First Trust Utilities AlphaDEX Fund | FXU | 20.000% | 2.3106 | 03/11/2025 |
First Trust North American Energy Infrastructure Fund | EMLP | 20.000% | 3.1398 | 04/12/2022 |
First Trust Nasdaq Dorsey Wright Momentum & Dividend ETF | DDIV | 20.000% | 2.3373 | 04/30/2024 |
First Trust S&P International Dividend Aristocrats ETF | FID | 20.000% | 4.1067 | 04/22/2025 |
First Trust Fixed Income Model (TR) FTFIXINC.TR
ETF Name
Symbol
NDW Suggested Weighting
Yield
Date Added
First Trust Tactical High Yield ETF TR
HYLS.TR
25.000%
6.2485
08/23/2022
First Trust Senior Loan Fund TR
FTSL.TR
25.000%
7.3803
03/23/2021
First Trust Preferred Securities and Income ETF TR
FPE.TR
25.000%
5.6392
08/22/2023
First Trust Emerging Markets Local Currency Bond ETF TR
FEMB.TR
25.000%
5.4194
04/22/2025
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)