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FTXL - ETF AI Analysis

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FTXL

First Trust Nasdaq Semiconductor ETF (FTXL)

Rating:74Outperform
Price Target:
FTXL, the First Trust Nasdaq Semiconductor ETF, earns a solid overall rating thanks to its heavy exposure to strong chip leaders like Micron, Qualcomm, Broadcom, Nvidia, and Lam Research, all benefiting from robust financial performance and strategic focus on AI and data centers. Intel is a notable weaker spot due to valuation and profitability challenges, and several holdings face risks from high valuations and regulatory or export-control issues, so the main risk factor is the fund’s concentrated bet on the volatile semiconductor sector.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its recent performance.
Leading Semiconductor Holdings
Many of the top positions, such as Micron, Intel, and AMD, have shown strong gains this year, helping drive the fund’s returns.
Focused Exposure to a Key Growth Industry
With most of its assets in semiconductor and technology companies, the ETF gives investors targeted access to a major long-term growth area.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated Top Holdings
A small group of companies makes up a large share of the portfolio, increasing the impact if any of these stocks run into trouble.
Short-Term Volatility
The ETF has recently experienced a weak one-month stretch, highlighting that semiconductor stocks can be quite volatile over short periods.

FTXL vs. SPDR S&P 500 ETF (SPY)

FTXL Summary

The First Trust Nasdaq Semiconductor ETF (FTXL) is a fund that focuses on the semiconductor industry, following the Nasdaq US Smart Semiconductor Index. Semiconductors are the tiny chips that power phones, computers, cars, and many other devices. This ETF holds major chip companies like Intel and Nvidia, giving investors a simple way to invest in the growth of technology and electronics without picking individual stocks. Someone might invest in FTXL for potential long-term growth as demand for chips increases. However, it is heavily tied to tech stocks, so its price can rise and fall sharply with the semiconductor sector.
How much will it cost me?The First Trust Nasdaq Semiconductor ETF (FTXL) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because it uses a smart-beta strategy, which involves active decision-making to select and weight semiconductor companies based on factors like growth and volatility.
What would affect this ETF?FTXL could benefit from growing demand for semiconductors driven by advancements in AI, cloud computing, and electric vehicles, as these technologies rely heavily on the industry’s innovations. However, the ETF may face challenges from global economic slowdowns, supply chain disruptions, or regulatory changes affecting U.S.-based semiconductor companies, which dominate its holdings. Additionally, rising interest rates could pressure growth-focused tech stocks, potentially impacting the ETF's performance.

FTXL Top 10 Holdings

FTXL is essentially a pure play on U.S. chipmakers, with Micron and Intel setting much of the tone. Micron has been a key engine for the fund this year, riding the AI and high-bandwidth memory wave, while Intel’s rebound has been more of a slow climb, occasionally holding things back when profitability worries flare up. High-flyers like AMD, Nvidia, and Marvell keep the AI story front and center, though their momentum has been a bit mixed lately. Overall, this ETF is heavily concentrated in U.S. semiconductor and AI hardware leaders, so investors are betting squarely on the chip cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Intel11.08%$136.57M$435.30B302.56%
64
Neutral
Micron11.06%$136.32M$926.70B544.06%
79
Outperform
Broadcom7.16%$88.17M$1.81T22.37%
76
Outperform
Qualcomm6.75%$83.19M$171.68B-2.12%
80
Outperform
Advanced Micro Devices6.62%$81.60M$741.30B139.30%
73
Outperform
Nvidia6.62%$81.58M$4.77T5.99%
76
Outperform
Marvell6.17%$76.08M$152.79B99.90%
76
Outperform
Texas Instruments3.95%$48.65M$253.03B43.15%
78
Outperform
ON Semiconductor3.66%$45.12M$32.84B35.85%
73
Outperform
Applied Materials3.62%$44.58M$378.29B130.45%
77
Outperform

FTXL Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
253.77
Negative
100DMA
217.98
Negative
200DMA
177.04
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTXL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 238.90, equal to the 50-day MA of 253.77, and equal to the 200-day MA of 177.04, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FTXL.

FTXL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.31B0.60%
74
Outperform
$5.39B0.40%
71
Outperform
$2.74B0.35%
63
Neutral
$2.46B0.19%
75
Outperform
$2.18B0.56%
70
Outperform
$1.00B1.03%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FTXL
First Trust Nasdaq Semiconductor ETF
217.82
121.28
125.63%
RSPT
Invesco S&P 500 Equal Weight Technology ETF
XSD
SPDR S&P Semiconductor ETF
SOXQ
Invesco PHLX Semiconductor ETF
PSI
Invesco Dynamic Semiconductors ETF
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
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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