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RCTR - ETF AI Analysis

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RCTR

First Trust Bloomberg Nuclear Power ETF (RCTR)

Rating:57Neutral
Price Target:
RCTR, the First Trust Bloomberg Nuclear Power ETF, has a solid but not outstanding rating, reflecting a mix of strong nuclear-focused leaders and some holdings with financial or valuation challenges. High-quality names like Hitachi and BWX Technologies support the fund’s rating through strong financial performance, positive earnings outlooks, and solid positions in nuclear-related technologies. However, companies such as Talen Energy and Entergy, which face financial performance issues, high leverage, or valuation concerns, along with the fund’s concentrated exposure to the nuclear power and related energy sector, add risk and likely hold the overall rating back.
Positive Factors
Strong Year-to-Date Results
The ETF has delivered strong gains so far this year, showing solid recent performance in its nuclear power theme.
Supportive Top Holdings
Several of the largest positions, including companies like GE Vernova, BHP Group, Cameco, and BWX Technologies, have shown strong or steady performance, helping drive the fund’s returns.
Global Diversification Within Nuclear Theme
Holdings spread across the U.S., Japan, Canada, the UK, Australia, and other markets help reduce the impact of weakness in any single country.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return is eaten up by costs compared with many broad-market ETFs.
Sector Concentration in Utilities and Industrials
Heavy exposure to utilities and industrials makes the ETF sensitive to downturns or regulatory changes affecting these specific sectors.
Mixed Performance Among Top Holdings
Some key positions, such as Constellation Energy, Talen Energy, Vistra, and Hitachi, have shown weak or negative recent performance, which can drag on overall returns.

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

RCTR Summary

The First Trust Bloomberg Nuclear Power ETF (RCTR) is a fund that follows the Bloomberg Nuclear Power Index, focusing on companies involved in nuclear energy around the world. It holds firms that generate nuclear power, supply equipment, or mine uranium, with major positions in well-known names like BHP Group and Rolls-Royce. Investors might consider this ETF if they want targeted exposure to nuclear energy as a potential long-term growth area and to diversify beyond traditional oil and gas. A key risk is that it is concentrated in one sector, so its price can swing more than the overall stock market.
How much will it cost me?The First Trust Bloomberg Nuclear Power ETF (RCTR) has an expense ratio of 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specific sector, requiring more research and specialized management.
What would affect this ETF?The First Trust Bloomberg Nuclear Power ETF (RCTR) could benefit from growing global interest in clean energy solutions, as nuclear power is increasingly seen as a reliable and sustainable alternative to fossil fuels. However, the ETF may face challenges from regulatory hurdles, public concerns over nuclear safety, or competition from other renewable energy sources like wind and solar. Its exposure to utilities and industrial sectors, along with top holdings like Oklo Inc and Mitsubishi Heavy Industries, positions it to capitalize on innovation in nuclear technology, but economic downturns or geopolitical tensions could negatively impact its performance.

RCTR Top 10 Holdings

This nuclear-focused ETF leans heavily on a global mix of utilities and industrials, with GE Vernova and BWX Technologies doing much of the heavy lifting as their shares keep climbing on upbeat earnings and nuclear build-out momentum. Cameco is another key engine, riding steady demand for uranium, while Entergy adds a more traditional U.S. utility flavor with a quietly rising share price. On the flip side, Constellation Energy and Rolls-Royce have been lagging, acting like a bit of drag on an otherwise forward-moving, globally diversified nuclear power story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.5.18%$1.18M$308.81B202.72%
69
Neutral
Constellation Energy Corporation4.80%$1.10M$113.59B40.19%
68
Neutral
BHP Group Ltd4.73%$1.08MAU$285.03B66.90%
68
Neutral
Talen Energy Corp4.69%$1.07M$16.54B73.20%
60
Neutral
Hitachi,Ltd.4.63%$1.06M¥23.65T25.90%
77
Outperform
Vistra Corp4.58%$1.05M$55.64B28.51%
65
Neutral
Cameco4.55%$1.04MC$72.73B171.65%
71
Outperform
BWX Technologies4.29%$981.55K$20.44B104.65%
75
Outperform
Entergy4.10%$938.15K$52.02B33.32%
66
Neutral
Mitsubishi Heavy Industries4.05%$926.48K¥15.92T48.64%
60
Neutral

RCTR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
36.63
Positive
100DMA
35.80
Positive
200DMA
Market Momentum
MACD
0.46
Negative
RSI
57.62
Neutral
STOCH
64.62
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RCTR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.20, equal to the 50-day MA of 36.63, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.46 indicates Negative momentum. The RSI at 57.62 is Neutral, neither overbought nor oversold. The STOCH value of 64.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RCTR.

RCTR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$22.77M0.70%
57
Neutral
$98.47M1.00%
69
Neutral
$97.41M0.55%
65
Neutral
$31.25M0.35%
48
Neutral
$9.21M0.65%
54
Neutral
$2.24M0.75%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RCTR
First Trust Bloomberg Nuclear Power ETF
38.11
8.39
28.23%
FFND
Future Fund Active ETF
EVX
VanEck Environmental Services ETF
URAN
Themes Uranium & Nuclear ETF
SMRF
ALPS Nautilus SMR, Nuclear & Technology ETF
TNUK
Tortoise Nuclear Renaissance 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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