LEGR - ETF AI Analysis

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First Trust Indxx Innovative Transaction & Process ETF (LEGR)

Rating:67Neutral

Price Target:―

The ETF LEGR has a solid overall rating, reflecting its exposure to high-performing companies with strong financials and strategic growth opportunities. Top contributors to its rating include TSMC, which benefits from advanced technology leadership and AI-driven growth, and Cognizant, which excels in AI-focused strategies and robust earnings. However, holdings like Intel and Engie SA slightly weigh on the rating due to profitability challenges and cautious technical indicators. A key risk factor is the ETF's concentration in technology-related sectors, which may increase volatility.

Positive Factors

Strong Top Holdings

Several key holdings, such as Micron and Alibaba, have delivered strong year-to-date performance, boosting the ETF’s returns.

Global Diversification

The ETF has exposure to multiple countries, including Germany, Hong Kong, and India, which helps reduce reliance on U.S. markets.

Sector Balance

The fund is diversified across sectors like financials and technology, reducing the impact of downturns in any single industry.

Negative Factors

High Expense Ratio

The ETF’s expense ratio of 0.65% is higher than many similar funds, which can eat into investor returns over time.

Underperforming Holdings

Some holdings, such as SAP SE, have shown weak year-to-date performance, which may drag on overall returns.

U.S. Market Concentration

With over 58% of its assets in U.S. companies, the ETF is heavily reliant on the performance of the domestic market.

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

AUM127.82M

RegionGlobal

Expense Ratio0.65%

Beta0.80

IssuerFirst Trust

Inception DateJan 24, 2018

Dividend Yield1.8%

Asset ClassEquity

Index TrackedIndxx Blockchain Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,947

30 Day Avg. Volume6,146

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

66.35

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering98

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

LEGR Summary

The First Trust Indxx Innovative Transaction & Process ETF (LEGR) is an investment fund that focuses on companies involved in blockchain technology, a system that securely manages data and transactions. It tracks the Indxx Blockchain Index, which includes businesses using or developing blockchain, such as Intel and Advanced Micro Devices (AMD). This ETF is a way to invest in the growth of blockchain while diversifying across sectors like technology and finance. However, new investors should know that the fund’s performance can be affected by the ups and downs of the blockchain industry, which is still evolving.

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 riding the blockchain wave with a strong focus on technology and financial sectors, which together dominate the fund’s holdings. Micron is a standout performer, benefiting from its strategic positioning in AI and memory markets, while Intel and AMD are steady contributors, though valuation concerns linger. Infosys and Capgemini have been mixed, with Infosys showing resilience despite modest gains, while Capgemini struggles with debt pressures. The fund’s global exposure adds diversity, but its concentration in tech-heavy names means performance hinges on the sector’s momentum.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MU	Micron	2.76%	$3.50M	$388.40B	229.19%	79 Outperform
INTC	Intel	2.12%	$2.69M	$204.92B	114.67%	64 Neutral
AMD	Advanced Micro Devices	1.67%	$2.12M	$333.23B	76.39%	73 Outperform
ENGI	Engie SA	1.65%	$2.10M	€57.65B	51.22%	64 Neutral
BIDU	Baidu	1.60%	$2.04M	$48.47B	82.44%	64 Neutral
IFX	Infineon Technologies AG	1.60%	$2.04M	€54.07B	43.92%	67 Neutral
TSM	TSMC	1.56%	$1.98M	$1.38T	52.62%	81 Outperform
CTSH	Cognizant	1.54%	$1.96M	$41.15B	13.87%	79 Outperform
CAP	Capgemini SE	1.53%	$1.94M	€25.57B	-5.03%	74 Outperform
NDA.SE	Nordea Bank Abp	1.51%	$1.91M	kr599.22B	69.57%	―

LEGR Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

58.26

Positive

100DMA

56.97

Positive

200DMA

53.81

Positive

Market Momentum

MACD

0.82

Negative

RSI

68.01

Neutral

STOCH

83.13

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 59.46, equal to the 50-day MA of 58.26, and equal to the 200-day MA of 53.81, indicating a bullish trend. The MACD of 0.82 indicates Negative momentum. The RSI at 68.01 is Neutral, neither overbought nor oversold. The STOCH value of 83.13 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
LEGR	―	―	$127.82M	0.65%	―
CGW	―	―	$997.05M	0.59%	―
IVES	―	―	$996.66M	0.75%	―
BUG	―	―	$942.83M	0.51%	―
BKCH	―	―	$365.35M	0.50%	―
WGMI	―	―	$288.89M	0.75%	―

Performance Comparison

LEGR

First Trust Indxx Innovative Transaction & Process ETF

60.79

15.73

34.91%

CGW

Invesco S&P Global Water Index ETF

―

IVES

Dan IVES Wedbush AI Revolution ETF

―

BUG

Global X Cybersecurity Etf

―

BKCH

Global X Blockchain ETF

―

WGMI

Valkyrie Bitcoin Miners 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.

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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