LEGR - ETF AI Analysis

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First Trust Indxx Innovative Transaction & Process ETF (LEGR)

Rating:66Neutral

Price Target:―

LEGR, the First Trust Indxx Innovative Transaction & Process ETF, has a solid overall rating driven mainly by strong, AI-focused technology leaders like TSMC, Micron, Accenture, and Cognizant, which show healthy financial performance and promising growth in advanced chips and AI services. Some holdings such as Intel and Baidu face profitability, cash flow, or valuation challenges that temper the fund’s rating. The main risk is its concentration in technology and AI-related businesses, which can make the ETF more sensitive to swings in that sector.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Leading Semiconductor and Tech Holdings

Several top positions in major chipmakers and technology firms have delivered strong year-to-date performance, helping drive the fund’s returns.

Global Diversification

Holdings spread across the U.S., Europe, and Asia reduce reliance on any single country’s economy or market.

Negative Factors

High Expense Ratio

The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.

Sector Concentration in Financials and Technology

A large share of assets is tied up in financial and technology stocks, making the ETF more vulnerable if these sectors struggle.

Some Top Holdings Are Lagging

A few of the larger positions, such as Cognizant and IBM, have shown weak year-to-date performance, which can drag on overall results.

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

AUM128.15M

RegionGlobal

Expense Ratio0.65%

Beta0.81

IssuerFirst Trust

Inception DateJan 24, 2018

Dividend Yield1.79%

Asset ClassEquity

Index TrackedIndxx Blockchain Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume14,142

30 Day Avg. Volume7,449

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

69.19

Price 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 to improve how transactions and data are handled. It holds a mix of tech and financial firms from around the world, including well-known names like Intel, AMD, TSMC, and IBM. Someone might invest in LEGR to seek long-term growth from the spread of blockchain while getting diversification across many companies and sectors. 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 riding the blockchain wave mostly through chipmakers and global tech names. Micron, TSMC, and Infineon have been rising, giving the fund a solid semiconductor backbone that’s doing much of the heavy lifting. Honeywell and Swisscom add steady, industrial and telecom flavor, helping smooth out volatility. On the flip side, Intel looks wobbly and AMD has been lagging lately, so not every AI-linked name is firing on all cylinders. With a global mix across the U.S., Europe, and Asia, the fund isn’t tied to any single market, but it is clearly leaning into tech and financials.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MU	Micron	3.57%	$4.59M	$473.78B	333.20%	79 Outperform
INTC	Intel	2.25%	$2.89M	$227.07B	77.36%	64 Neutral
ENGI	Engie SA	1.83%	$2.36M	€64.94B	64.26%	64 Neutral
TSM	TSMC	1.80%	$2.31M	$1.57T	86.91%	81 Outperform
IFX	Infineon Technologies AG	1.78%	$2.30M	€59.98B	30.82%	67 Neutral
AMD	Advanced Micro Devices	1.61%	$2.07M	$326.28B	80.58%	73 Outperform
NDA.SE	Nordea Bank Abp	1.55%	$2.00M	kr611.49B	47.65%	―
SCMN	Swisscom AG	1.54%	$1.99M	CHF36.39B	40.81%	67 Neutral
BIDU	Baidu	1.52%	$1.96M	$48.43B	48.84%	64 Neutral
HON	Honeywell International	1.42%	$1.83M	$153.29B	15.11%	77 Outperform

LEGR Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

60.68

Positive

100DMA

58.95

Positive

200DMA

55.98

Positive

Market Momentum

MACD

0.08

Positive

RSI

51.60

Neutral

STOCH

43.28

Neutral

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 61.71, equal to the 50-day MA of 60.68, and equal to the 200-day MA of 55.98, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 51.60 is Neutral, neither overbought nor oversold. The STOCH value of 43.28 is Neutral, 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	―	―	$128.15M	0.65%	66 Neutral
IVES	―	―	$960.44M	0.75%	73 Outperform
NUKZ	―	―	$846.89M	0.85%	57 Neutral
BUG	―	―	$838.30M	0.51%	64 Neutral
BKCH	―	―	$241.78M	0.50%	53 Neutral
WGMI	―	―	$198.12M	0.75%	58 Neutral

Performance Comparison

LEGR

First Trust Indxx Innovative Transaction & Process ETF

61.45

13.22

27.41%

IVES

Dan IVES Wedbush AI Revolution ETF

―

NUKZ

Range Nuclear Renaissance Index 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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