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FTHI - ETF AI Analysis
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First Trust BuyWrite Income ETF (FTHI)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Holdings
The ETF’s biggest positions are in well-known, financially strong companies, which can provide a more stable foundation for the portfolio.
Broad Sector Diversification
Holdings spread across technology, financials, consumer, health care, and other sectors help reduce the impact if any one industry struggles.
Healthy Fund Size
With a sizable asset base, the fund appears well-established, which can support better trading liquidity for investors.
Negative Factors
High Expense Ratio
The fund charges relatively high fees, which can eat into returns over time compared with lower-cost ETFs.
Tech-Heavy Concentration
A large tilt toward technology stocks means the fund may be more sensitive to downturns in that sector.
Recent Weak Performance
The ETF’s recent returns have been slightly negative or flat, suggesting it has not kept strong upward momentum lately.
FTHI vs. SPDR S&P 500 ETF (SPY)
AUM2.02B
RegionNorth America
Expense Ratio0.76%
Beta0.69
IssuerFirst Trust
Inception DateJan 06, 2014
Dividend Yield8.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume732,784
30 Day Avg. Volume671,939
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
28.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering178
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FTHI Summary
FTHI (First Trust BuyWrite Income ETF) is an exchange-traded fund that invests in a wide mix of U.S. stocks across many sectors, with a focus on the total stock market rather than tracking a specific index. It holds well-known companies like Microsoft and Apple, and then sells options on these stocks to generate extra income. Someone might consider FTHI if they want stock market exposure plus the potential for higher regular income. A key risk is that the fund still owns stocks, so its value can go up and down with the overall market and is especially influenced by large tech names.
How much will it cost me?The First Trust BuyWrite Income ETF (FTHI) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than average because the fund uses an actively managed buy-write strategy, which involves more complex operations compared to passively managed ETFs that track an index.
What would affect this ETF?The First Trust BuyWrite Income ETF (FTHI) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued growth in top companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and financial stocks, which are also key components of the ETF. Additionally, regulatory changes affecting major tech firms or the broader U.S. market could pose risks to its future performance.
FTHI Top 10 Holdings
FTHI is leaning heavily into U.S. Big Tech and chip names, and that’s where the story really sits. Nvidia has cooled off lately, but ASML and Alphabet are doing the heavy lifting, with both share classes of Google helping to pull the fund forward. Amazon is quietly steady, adding a bit of support. On the flip side, Microsoft and Apple have been losing steam, and payment giants Visa and Mastercard are dragging their feet. Overall, it’s a tech-tilted, U.S.-centric portfolio whose winners and laggards are mostly in the same neighborhood.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.52% | $151.90M | $4.58T | 44.91% | 76 Outperform | |
| Apple | 6.53% | $131.81M | $4.02T | 15.94% | 79 Outperform | |
| Microsoft | 5.55% | $112.10M | $3.07T | 1.11% | 79 Outperform | |
| Amazon | 2.87% | $58.05M | $2.22T | -8.83% | 71 Outperform | |
| Broadcom | 2.46% | $49.79M | $1.61T | 45.52% | 76 Outperform | |
| Visa | 2.41% | $48.70M | $625.50B | -7.37% | 70 Outperform | |
| ASML Holding | 2.34% | $47.26M | $541.45B | 89.04% | 81 Outperform | |
| Alphabet Class A | 2.21% | $44.64M | $3.85T | 76.64% | 85 Outperform | |
| Mastercard | 1.98% | $40.05M | $485.41B | -5.18% | 75 Outperform | |
| Alphabet Class C | 1.89% | $38.21M | $3.85T | 74.94% | 82 Outperform |
FTHI Technical Analysis
Positive
―
Price Trends
23.62
Positive
23.34
Positive
22.47
Positive
Market Momentum
0.10
Negative
57.87
Neutral
86.09
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTHI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.80, equal to the 50-day MA of 23.62, and equal to the 200-day MA of 22.47, indicating a bullish trend. The MACD of 0.10 indicates Negative momentum. The RSI at 57.87 is Neutral, neither overbought nor oversold. The STOCH value of 86.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FTHI.
FTHI Peer Comparison
Comparison Results
Performance Comparison
FTHI
First Trust BuyWrite Income ETF
24.03
2.35
10.84%
CGUS
Capital Group Core Equity ETF
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AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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DCOR
Dimensional US Core Equity 1 ETF
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APUE
ActivePassive U.S. Equity 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.
Disclaimer
This 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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