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FTXR - ETF AI Analysis

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FTXR

First Trust Nasdaq Transportation ETF (FTXR)

Rating:72Outperform
Price Target:
FTXR, the First Trust Nasdaq Transportation ETF, earns a solid overall rating driven by strong, diversified transportation leaders like FedEx, CSX, and United Airlines, which show robust earnings, positive momentum, and strategic growth plans. Holdings such as General Motors, Ford, and UPS also contribute positively but face headwinds from high leverage, cash flow pressures, and strategic or operational challenges, which slightly weigh on the fund’s rating. The main risk factor is the concentration in transportation-related companies, which can make the ETF more sensitive to economic cycles, fuel costs, and industry-specific disruptions.
Positive Factors
Balanced Mix of Winners and Laggards in Top Holdings
Several major positions like UPS, Paccar, and FedEx have shown strong recent performance, helping support the fund despite some weaker names.
Focused Industry Exposure
Concentrating on transportation-related industrial and consumer cyclical companies gives investors targeted exposure to a key part of the economy.
Recent Short-Term Momentum
The ETF’s performance over the last three months has been strong, indicating improving momentum in its underlying holdings.
Negative Factors
High Concentration in a Few Stocks
A small number of companies, including General Motors, Tesla, and Ford, make up a large share of the portfolio, increasing single-stock risk.
Mixed Performance Among Top Holdings
Several large positions such as Tesla, American Airlines, and some rail and airline stocks have shown weak year-to-date performance, which can drag on overall returns.
Higher Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.

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

FTXR Summary

FTXR is an exchange-traded fund that follows the Nasdaq US Smart Transportation Index, focusing on U.S. transportation companies like car makers, airlines, railroads, and delivery firms. It holds well-known names such as Tesla and General Motors, along with airlines and shipping companies that help move people and goods around the country. Someone might invest in FTXR to bet on the long-term growth of transportation and to get a mix of different types of transport businesses in one investment. A key risk is that it is concentrated in one sector, so its price can rise or fall sharply with changes in the transportation industry.
How much will it cost me?The First Trust Nasdaq Transportation ETF (FTXR) 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 is actively managed, focusing on specific transportation companies rather than tracking a broad index.
What would affect this ETF?The First Trust Nasdaq Transportation ETF (FTXR) could benefit from trends like increased demand for electric vehicles and advancements in autonomous driving technologies, as well as economic growth driving transportation and logistics needs. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies, or economic slowdowns that reduce consumer and business spending on transportation. Regulatory changes affecting emissions or labor in the transportation sector could also impact its performance.

FTXR Top 10 Holdings

FTXR is essentially a U.S. transportation pit crew, with autos, rails, and delivery giants doing most of the heavy lifting. FedEx, Union Pacific, CSX, and Paccar have been rising steadily, giving the fund a strong tailwind, while UPS and United Airlines add more support with improving trends. The big story is in autos: Ford and GM are quietly climbing, but Tesla is losing steam and acting as a drag. With all holdings U.S.-listed and heavily tilted to industrials and consumer-focused transport, this ETF is a focused bet on America’s movement of goods and people.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
General Motors9.11%$75.86M$66.93B52.13%
73
Outperform
Tesla8.63%$71.79M$1.50T77.21%
73
Outperform
Union Pacific7.82%$65.07M$143.79B2.20%
72
Outperform
Ford Motor7.32%$60.90M$47.63B20.00%
71
Outperform
United Airlines Holdings6.40%$53.28M$30.14B30.63%
74
Outperform
FedEx5.54%$46.07M$83.39B44.29%
79
Outperform
CSX4.47%$37.21M$74.95B33.20%
78
Outperform
Paccar4.16%$34.65M$60.70B15.19%
74
Outperform
United Parcel4.03%$33.56M$83.02B-17.74%
72
Outperform
Delta Air Lines3.78%$31.50M$42.34B41.18%
80
Outperform

FTXR Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
40.79
Negative
100DMA
38.89
Negative
200DMA
36.04
Positive
Market Momentum
MACD
-1.01
Positive
RSI
36.35
Neutral
STOCH
14.04
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTXR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 40.58, equal to the 50-day MA of 40.79, and equal to the 200-day MA of 36.04, indicating a neutral trend. The MACD of -1.01 indicates Positive momentum. The RSI at 36.35 is Neutral, neither overbought nor oversold. The STOCH value of 14.04 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FTXR.

FTXR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$822.35M0.60%
72
Outperform
$941.46M0.38%
72
Outperform
$862.50M0.40%
72
Outperform
$676.62M0.60%
70
Neutral
$402.93M0.57%
72
Outperform
$256.48M0.35%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FTXR
First Trust Nasdaq Transportation ETF
37.67
7.77
25.99%
IYT
iShares US Transportation ETF
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
PKB
Invesco Dynamic Building & Construction ETF
XTN
SPDR S&P Transportation 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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