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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 performers like Delta Air Lines and CSX, which benefit from robust financial results, healthy cash flow, and positive market sentiment. Major holdings such as Tesla, Union Pacific, and UPS also support the fund with solid fundamentals, though common issues like high debt, valuation concerns, and slower revenue growth in some names, along with weaker spots like American Airlines’ leverage and profitability challenges, slightly hold back the rating and highlight the risk of concentrated exposure to highly capital-intensive transportation companies.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in recent months, showing positive momentum for investors.
Leading Industrial and Transportation Names
Several major holdings like Union Pacific, United Rentals, CSX, and Delta Air Lines have shown strong performance, helping support the fund’s returns.
Focused but Still Sector-Diversified
While centered on transportation, the fund spreads its assets across industrial and consumer cyclical companies, reducing reliance on just one type of business.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Concentration in a Single Country
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some large positions such as Tesla and General Motors have shown weaker or negative performance, which can drag on the fund despite its stronger names.

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

FTXR Summary

FTXR is the First Trust Nasdaq Transportation ETF, which follows the Nasdaq US Smart Transportation Index. It invests in U.S. transportation-related companies, including airlines, railroads, trucking, delivery services, and car makers. Well-known holdings include Union Pacific, Ford, General Motors, UPS, and Tesla, giving you a broad mix of businesses that move people and goods. Someone might invest in FTXR to get focused exposure to the transportation theme and diversify beyond just tech or broad market funds. A key risk is that transportation stocks can be very sensitive to the economy, fuel prices, and market ups and downs.
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 powered by classic U.S. transport names, with railroads and autos doing much of the heavy lifting. Union Pacific and CSX have been rising steadily, giving the fund a solid backbone on the industrial side, while United Rentals adds extra punch with strong recent momentum. Ford and GM are also contributing, helped by improving sentiment around traditional and electric vehicles. On the flip side, Tesla is clearly losing steam, and airlines like Delta and American show mixed, sometimes lagging performance. Overall, it’s a U.S.-centric bet on transportation, tilted toward industrial workhorses over flashy growth stories.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
General Motors8.44%$88.60M$78.44B65.73%
73
Outperform
Union Pacific8.21%$86.17M$173.58B30.40%
72
Outperform
Ford Motor7.93%$83.19M$60.89B34.24%
71
Outperform
United Parcel6.41%$67.28M$88.88B22.18%
72
Outperform
Tesla5.77%$60.53M$1.18T0.19%
73
Outperform
Delta Air Lines5.07%$53.18M$56.72B66.49%
80
Outperform
United Rentals4.78%$50.19M$65.67B21.03%
73
Outperform
CSX4.42%$46.37M$93.99B41.22%
78
Outperform
United Airlines Holdings4.37%$45.85M$38.76B39.92%
74
Outperform
American Airlines4.36%$45.79M$9.82B34.29%
64
Neutral

FTXR Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
44.55
Negative
100DMA
42.05
Positive
200DMA
40.28
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTXR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 45.04, equal to the 50-day MA of 44.55, and equal to the 200-day MA of 40.28, 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 FTXR.

FTXR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.05B0.60%
72
Outperform
$8.30B0.09%
71
Outperform
$8.09B0.58%
67
Neutral
$6.15B0.35%
67
Neutral
$2.34B0.08%
70
Outperform
$2.26B0.38%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FTXR
First Trust Nasdaq Transportation ETF
44.24
12.50
39.38%
VIS
Vanguard Industrials ETF
PPA
Invesco Aerospace & Defense ETF
XAR
SPDR S&P Aerospace & Defense ETF
FIDU
Fidelity MSCI Industrial Index ETF
IYT
iShares US 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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