Most Requested Symbols
There is a change to the First Trust Fixed Income Model (Total Return) (FTFIXINC.TR) this week.
The change involves the removal of the First Trust Tactical High Yield (HYLS) as it fell below the sell threshold within the Model’s relative strength matrix. In its place it is adding the First Trust SSI Strategic Convertible Securities ETF (FCVT), which is the highest-ranking ETF within the matrix not already owned. This marks the third trade in the Model for a third month in a row as it continues to adapt to trends within the Fixed Income space. While a holding within the Model, the Tactical High Yield Fund was able to gain over 19% on a total return basis, outperforming the Aggregate Bond fund (AGG.TR) by more than 14% (8/23/2022 to 5/20/2025). With the change, the Fixed Income (Total Return) Model retools its exposure to an equal mix of equity income and fixed income funds. The Model will rebalance the four holdings to equally at 25% and will maintain exposure to Senior Loans FTSL.TR, Preferreds FPE.TR, Convertibles FCVT.TR, and Emerging Markets FEMB.TR.
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
77.44
4.01
Buy
X
Positive
+
6W
DDIV
First Trust Nasdaq Dorsey Wright Momentum & Dividend ETF
37.76
3.57
Sell
X
Positive
+
4W
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
39.78
1.90
Buy
X
Negative
+
4W
EMLP
First Trust North American Energy Infrastructure Fund
37.35
5.02
Buy
X
Positive
+
3W
FAB
First Trust Multi Cap Value AlphaDEX Fund
80.36
1.63
Sell
O
Negative
+
4W
FAD
First Trust Multi Cap Growth AlphaDEX Fund
140.09
3.82
Buy
X
Positive
+
5W
FAN
First Trust Global Wind Energy ETF
17.30
2.92
Buy
X
Negative
+
4W
FBT
First Trust NYSE Arca Biotechnology Index Fund
164.39
2.48
Buy
O
Negative
+
4W
FCG
First Trust Natural Gas ETF
22.64
1.43
Buy
O
Negative
+
3W
FDD
First Trust STOXX European Select Dividend Index Fund
15.23
5.93
Buy
X
Positive
+
4W
FDL
First Trust Morningstar Dividend LeadersSM Index Fund
42.19
3.25
Buy
X
Positive
+
3W
FDM
First Trust Dow Jones Select MicroCap IndexSM Fund
66.88
2.46
Buy
O
Negative
+
5W
FDN
First Trust Dow Jones Internet IndexSM Fund
251.63
4.92
Buy
X
Positive
+
5W
FEX
First Trust Large Cap Core AlphaDEX Fund
106.51
2.29
Buy
O
Positive
+
4W
FGD
First Trust Dow Jones Global Select Dividend Index Fund
26.23
4.59
Buy
X
Positive
+
4W
FIW
First Trust Water ETF
106.95
3.35
Buy
O
Positive
+
5W
FNX
First Trust Mid Cap Core AlphaDEX Fund
112.95
2.60
Buy
X
Positive
+
5W
FPX
First Trust US Equity Opportunities ETF
134.94
5.05
Buy
X
Positive
+
6W
FRI
First Trust S&P REIT Index Fund
27.43
2.20
Sell
O
Negative
+
4W
FTA
First Trust Large Cap Value Opportunities AlphaDEX Fund
77.21
0.90
Buy
O
Negative
+
4W
FTC
First Trust Large Cap Growth Opportunities AlphaDEX Fund
143.69
4.18
Buy
O
Positive
+
5W
FTDS
First Trust Dividend Strength ETF
52.14
2.19
Sell
O
Negative
+
4W
FTGC
First Trust Global Tactical Commodity Strategy Fund
24.62
2.51
Buy
O
Positive
+
3W
FTRI
First Trust Indxx Global Natural Resources Income ETF
13.61
3.96
Buy
X
Positive
+
3W
FVD
First Trust Value Line Dividend Index Fund
45.10
2.88
Sell
O
Positive
+
4W
FXD
First Trust Consumer Discretionary AlphaDEX Fund
62.73
2.37
Buy
O
Negative
+
5W
FXG
First Trust Consumer Staples AlphaDEX Fund
65.03
1.60
Sell
O
Negative
+
6W
FXH
First Trust Health Care AlphaDEX Fund
103.63
2.10
Buy
O
Negative
+
3W
FXL
First Trust Technology AlphaDEX Fund
150.40
2.64
Buy
X
Positive
+
5W
FXN
First Trust Energy AlphaDEX Fund
15.04
0.40
Buy
O
Negative
+
3W
FXO
First Trust Financials AlphaDEX Fund
54.57
4.33
Buy
X
Positive
+
4W
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
72.89
3.93
Buy
X
Negative
+
4W
FXU
First Trust Utilities AlphaDEX Fund
43.28
4.85
Buy
X
Positive
+
4W
FXZ
First Trust Materials AlphaDEX Fund
54.94
0.28
Buy
O
Negative
+
4W
FYX
First Trust Small Cap Core AlphaDEX Fund
94.32
3.05
Buy
O
Negative
+
4W
MDIV
Multi-Asset Diversified Income Index Fund
16.02
1.83
Buy
O
Positive
+
3W
QABA
First Trust NASDAQ ABA Community Bank Index Fund
54.28
1.40
Buy
O
Negative
+
4W
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
32.38
1.56
Buy
X
Positive
+
5W
QQEW
First Trust NASDAQ-100 Equal Weighted IndexSMFund
132.31
4.55
Buy
X
Positive
+
4W
QQXT
First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund
99.36
4.00
Buy
O
Positive
+
4W
QTEC
First Trust NASDAQ-100-Technology Sector IndexSMFund
197.51
4.23
Buy
X
Positive
+
5W
RBLD
First Trust Alerian US NextGen Infrastructure ETF
70.29
3.54
Sell
X
Positive
+
4W
TDIV
First Trust NASDAQ Technology Dividend Index Fund
81.92
4.10
Buy
O
Positive
+
4W
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 was a change to the First Trust Fixed Income Model (Total Return) (FTFIXINC.TR) this week; sell HYLS, buy FCVT.
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% | 0.7383 | 11/15/2016 |
| First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 14.286% | 0.8531 | 01/12/2021 |
| First Trust Utilities AlphaDEX Fund | FXU | 14.286% | 2.3021 | 04/01/2025 |
| First Trust NASDAQ ABA Community Bank Index Fund | QABA | 14.286% | 2.6706 | 07/30/2024 |
| First Trust Nasdaq Food & Beverage ETF | FTXG | 14.286% | 2.7645 | 04/08/2025 |
| First Trust Nasdaq Bank ETF | FTXO | 14.286% | 2.4433 | 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% | 2.2786 | 12/10/2024 |
| First Trust Industrials/Producer Durables AlphaDEX Fund | FXR | 20.000% | 0.8531 | 01/19/2021 |
| First Trust Utilities AlphaDEX Fund | FXU | 20.000% | 2.3021 | 03/25/2025 |
| First Trust NASDAQ-100 Ex-Technology Sector IndexSMFund | QQXT | 20.000% | 0.8776 | 04/08/2025 |
* - The next evaluation date for the Focus Five Model is Wednesday, June 11th, 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% | 0.2443 | 04/22/2025 |
| First Trust Alerian US NextGen Infrastructure ETF TR | RBLD.TR | 20.000% | 1.3091 | 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% | 0.9598 | 04/22/2025 |
* - The next evaluation date for the Thematic Focus Five Model is Wednesday, June 11th, 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% | 4.5884 | 12/03/2024 |
| First Trust United Kingdom Alphadex Fund | FKU | 20.000% | 3.5896 | 01/16/2024 |
| First Trust Switzerland AlphaDEX Fund | FSZ | 20.000% | 1.6350 | 11/01/2022 |
| First Trust Eurozone AlphaDEX Fund | FEUZ | 20.000% | 1.8712 | 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, June 4th, 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%
1.4755
04/22/2025
First Trust Large Cap Growth Opportunities AlphaDEX Fund
FTC
33.333%
0.3525
06/20/2023
First Trust Large Cap Core AlphaDEX Fund
FEX
33.333%
1.3176
10/24/2023
First Trust Income Model FTINCOME
| ETF Name | Symbol | NDW Suggested Weighting | Yield | Date Added |
|---|---|---|---|---|
| First Trust Morningstar Dividend LeadersSM Index Fund | FDL | 20.000% | 4.1772 | 05/13/2025 |
| First Trust STOXX European Select Dividend Index Fund | FDD | 20.000% | 6.2165 | 04/01/2025 |
| First Trust Utilities AlphaDEX Fund | FXU | 20.000% | 2.3021 | 03/11/2025 |
| First Trust North American Energy Infrastructure Fund | EMLP | 20.000% | 3.2492 | 04/12/2022 |
| First Trust S&P International Dividend Aristocrats ETF | FID | 20.000% | 3.8998 | 04/22/2025 |
First Trust Fixed Income Model (TR) FTFIXINC.TR
ETF Name
Symbol
NDW Suggested Weighting
Yield
Date Added
First Trust Senior Loan Fund TR
FTSL.TR
25.000%
7.3180
03/23/2021
First Trust Preferred Securities and Income ETF TR
FPE.TR
25.000%
5.8218
08/22/2023
First Trust SSI Strategic Convertible Securities ETF TR
FCVT.TR
25.000%
1.8713
05/20/2025
First Trust Emerging Markets Local Currency Bond ETF TR
FEMB.TR
25.000%
5.4004
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)
