EKG - ETF AI Analysis
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First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
Rating:68Neutral
Price Target:―
Positive Factors
Focused Digital Health Theme
The fund targets companies in digital and technology-enabled health care, giving investors concentrated exposure to a growing niche of the health sector.
Clear Sector Focus
With almost all assets in health care, the ETF offers a straightforward way to invest in one primary sector rather than a mix of unrelated industries.
Recent Short-Term Rebound
Despite weak results so far this year, the ETF has shown a modest positive move over the past month, suggesting some recent recovery in its holdings.
Negative Factors
Weak Year-to-Date Performance
The ETF has delivered negative returns so far this year, indicating that its portfolio has been under pressure recently.
Underperforming Top Holdings
Several of the largest positions, including IQVIA, Veeva Systems, and Intuitive Surgical, have shown weak performance this year, which drags on the overall fund.
High Fees for a Thematic ETF
The expense ratio is relatively high compared with many broad market ETFs, meaning more of any returns are eaten up by costs.
EKG vs. SPDR S&P 500 ETF (SPY)
AUM2.59M
RegionGlobal
Expense Ratio0.65%
Beta0.96
IssuerFirst Trust
Inception DateMar 22, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNASDAQ Lux Health Tech Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume429
30 Day Avg. Volume640
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
21.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EKG Summary
The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) tracks the NASDAQ Lux Health Tech Index, focusing on U.S. companies that blend health care with modern technology. It holds firms involved in telemedicine, medical devices, and health care software, including well-known names like Intuitive Surgical and Dexcom. Investors might consider EKG if they want targeted exposure to the growth of digital health and to spread their money across many innovative health care companies at once. However, this ETF is concentrated in one sector, so its price can swing a lot and may fall if digital health stocks struggle.
How much will it cost me?The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a niche sector like digital health that requires specialized research and expertise.
What would affect this ETF?The EKG ETF, focused on digital health innovations, could benefit from growing demand for telemedicine, wearable health devices, and AI-driven diagnostics as health care increasingly integrates technology. However, it may face challenges from regulatory changes in health care, economic downturns affecting consumer spending on health tech, or competition within the sector. Its global exposure and top holdings in companies like IQVIA and Veeva Systems position it well for growth but also make it sensitive to international market conditions.
EKG Top 10 Holdings
EKG is a pure play on digital health, with nearly all its firepower in global health care and medtech names. Dexcom, Illumina, Guardant Health, and Oscar Health have been doing the heavy lifting lately, with shares rising as investors warm to wearables, diagnostics, and digital insurance platforms. On the flip side, big weights like Veeva Systems, Intuitive Surgical, ResMed, and Natera have been lagging, acting like sandbags on the fund’s recent performance. Overall, the ETF is concentrated in a narrow, tech-enabled health theme rather than broad market exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dexcom | 8.01% | $212.63K | $27.96B | -9.41% | 79 Outperform | |
| IQVIA Holdings | 7.62% | $202.16K | $28.00B | 8.43% | 73 Outperform | |
| Veeva Systems | 6.83% | $181.35K | $24.90B | -45.26% | 66 Neutral | |
| Intuitive Surgical | 6.56% | $174.10K | $144.07B | -20.14% | 78 Outperform | |
| Resmed | 5.98% | $158.64K | $27.36B | -25.64% | 76 Outperform | |
| Guardant Health | 5.70% | $151.15K | $17.47B | 168.17% | 61 Neutral | |
| Illumina | 4.89% | $129.71K | $24.50B | 78.95% | 71 Outperform | |
| Natera | 4.52% | $119.87K | $33.14B | 34.65% | 73 Outperform | |
| Oscar Health | 4.36% | $115.62K | $8.56B | 33.84% | 49 Neutral | |
| Align Tech | 3.89% | $103.24K | $13.04B | 0.16% | 74 Outperform |
EKG Technical Analysis
Positive
―
Price Trends
16.82
Positive
17.10
Positive
17.85
Negative
Market Momentum
0.26
Negative
58.07
Neutral
46.84
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EKG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 17.29, equal to the 50-day MA of 16.82, and equal to the 200-day MA of 17.85, indicating a neutral trend. The MACD of 0.26 indicates Negative momentum. The RSI at 58.07 is Neutral, neither overbought nor oversold. The STOCH value of 46.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EKG.
EKG Peer Comparison
Comparison Results
Performance Comparison
EKG
First Trust Nasdaq Lux Digital Health Solutions ETF
17.68
0.26
1.49%
HTEC
ROBO Global Healthcare Technology and Innovation ETF
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HRTS
Tema Cardiovascular and Metabolic ETF
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OZEM
Roundhill GLP-1 & Weight Loss ETF
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FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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