LEGR - ETF AI Analysis
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First Trust Indxx Innovative Transaction & Process ETF (LEGR)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of weakness in any single country.
Leading Technology and Financial Names
Several top positions in well-known chipmakers, banks, and large tech companies have delivered strong year-to-date results, supporting the fund’s overall performance.
Negative Factors
Above-Average Expense Ratio
The fund’s fee is relatively high for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Sector Concentration in Financials and Technology
A large share of assets in financial and technology stocks means the ETF could be hit hard if either of these sectors struggles.
Mixed Performance Among Top Holdings
Some key positions, such as certain payment and software companies, have shown weak year-to-date performance, which can drag on the fund’s overall results.
LEGR vs. SPDR S&P 500 ETF (SPY)
AUM133.34M
RegionGlobal
Expense Ratio0.65%
Beta0.86
IssuerFirst Trust
Inception DateJan 24, 2018
Dividend Yield1.71%
Asset ClassEquity
Index TrackedIndxx Blockchain Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,001
30 Day Avg. Volume5,998
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
73.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering98
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LEGR Summary
LEGR is an ETF that follows the Indxx Blockchain Index, focusing on companies using or developing blockchain technology, the systems behind many modern digital transactions. It holds a mix of financial and technology firms from around the world, including well-known names like Amazon and Intel. Someone might invest in LEGR to seek long-term growth from the spread of blockchain while getting diversification across many companies and sectors instead of picking single stocks. A key risk is that blockchain is still an emerging area, so the ETF’s price can be quite volatile and may go up or down sharply.
How much will it cost me?The expense ratio for the First Trust Indxx Innovative Transaction & Process ETF (LEGR) is 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized theme, blockchain technology, which requires more research and expertise.
What would affect this ETF?The LEGR ETF, focused on blockchain technology, could benefit from increasing adoption of blockchain across industries like finance and technology, as well as growing interest in digital transformation trends globally. However, it may face challenges from regulatory uncertainty around blockchain and cryptocurrency, as well as potential economic slowdowns that could impact technology and financial sectors, which make up a significant portion of its holdings.
LEGR Top 10 Holdings
LEGR is leaning heavily into the semiconductor side of the blockchain story, with chipmakers like Intel, AMD, Micron, Nvidia, and TSMC doing most of the heavy lifting. These names have generally been rising, powered by enthusiasm around AI and data-center demand, giving the fund a strong tech heartbeat. Amazon adds a steady Big Tech presence, while financials such as Morgan Stanley and China CITIC Bank are more of a mixed bag, occasionally slowing things down. Overall, it’s a globally diversified play, but clearly anchored in high-octane, AI-linked hardware.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Intel | 3.38% | $4.42M | $602.32B | 497.70% | 64 Neutral | |
| Advanced Micro Devices | 2.87% | $3.76M | $762.32B | 323.81% | 73 Outperform | |
| Micron | 2.40% | $3.14M | $846.93B | 704.33% | 79 Outperform | |
| ― | 1.87% | $2.45M | ― | ― | ― | |
| Infineon Technologies AG | 1.87% | $2.44M | €95.55B | 119.31% | 67 Neutral | |
| Amazon | 1.61% | $2.10M | $2.86T | 32.50% | 71 Outperform | |
| Morgan Stanley | 1.58% | $2.06M | $317.08B | 59.46% | 76 Outperform | |
| China CITIC Bank | 1.53% | $2.00M | HK$477.55B | 12.67% | 69 Neutral | |
| Nvidia | 1.53% | $2.00M | $5.21T | 64.01% | 76 Outperform | |
| TSMC | 1.50% | $1.96M | $1.86T | 110.71% | 81 Outperform |
LEGR Technical Analysis
Positive
―
Price Trends
61.12
Positive
60.98
Positive
58.68
Positive
Market Momentum
0.94
Positive
64.28
Neutral
92.07
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LEGR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.66, equal to the 50-day MA of 61.12, and equal to the 200-day MA of 58.68, indicating a bullish trend. The MACD of 0.94 indicates Positive momentum. The RSI at 64.28 is Neutral, neither overbought nor oversold. The STOCH value of 92.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LEGR.
LEGR Peer Comparison
Comparison Results
Performance Comparison
LEGR
First Trust Indxx Innovative Transaction & Process ETF
65.17
14.30
28.11%
CGW
Invesco S&P Global Water Index ETF
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UFO
Procure Space ETF
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GII
SPDR S&P Global Infrastructure ETF
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WGMI
Valkyrie Bitcoin Miners ETF
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BKCH
Global X Blockchain 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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