RFDI - ETF AI Analysis
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First Trust Riverfront Dynamic Developed International ETF (RFDI)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, indicating solid recent momentum.
Top Holdings Showing Solid Gains
Many of the largest positions, including major financial, industrial, and technology names, have posted strong year-to-date performance, helping support the fund’s returns.
Broad International Diversification
The fund spreads its investments across multiple developed countries and sectors, which helps reduce the impact of problems in any single market or industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Heavy Tilt Toward Financials
A large share of the portfolio is in financial companies, which can increase sensitivity to banking and interest-rate risks.
Limited Technology Exposure
The ETF has only a small allocation to technology stocks, so investors may miss out if global tech shares continue to perform strongly.
RFDI vs. SPDR S&P 500 ETF (SPY)
AUM160.44M
RegionDeveloped Markets
Expense Ratio0.83%
Beta0.67
IssuerFirst Trust
Inception DateApr 13, 2016
Dividend Yield3.16%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,653
30 Day Avg. Volume4,271
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
95.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering147
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RFDI Summary
RFDI is the First Trust Riverfront Dynamic Developed International ETF. It focuses on stocks from developed countries outside the U.S., following a flexible international theme rather than a fixed index. It holds well-known companies like HSBC and ASML, and spreads investments across many sectors, including financials, energy, and consumer companies. Someone might invest in RFDI to diversify beyond the U.S. and tap into growth in markets like the UK and Japan. A key risk is that international stocks can be volatile and are affected by currency swings and global market ups and downs.
How much will it cost me?The expense ratio for the First Trust Riverfront Dynamic Developed International ETF (RFDI) is 0.83%, which means you’ll pay $8.30 per year for every $1,000 invested. This is higher than average because the fund is actively managed, meaning professionals are making decisions to adjust the portfolio dynamically rather than following a passive index.
What would affect this ETF?RFDI could benefit from positive global economic growth, particularly in developed markets outside the U.S., which may drive demand for its top holdings in financial, consumer cyclical, and energy sectors. However, challenges like rising interest rates, geopolitical tensions, or regulatory changes in key regions could negatively impact the ETF's performance, especially given its significant exposure to financial institutions and energy companies.
RFDI Top 10 Holdings
RFDI is leaning heavily on Europe and Japan, with a clear tilt toward global banks and industrial tech champions. Financials like HSBC, BNP Paribas, and Barclays are doing the heavy lifting, with their shares rising and giving the fund a solid backbone. ASML is the star of the show, surging on the semiconductor boom, while ABB and UBS add steady industrial and financial muscle. On the flip side, Advantest has been mixed and Shell is losing a bit of steam lately, modestly trimming the fund’s otherwise upbeat developed-markets ex-U.S. story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 3.40% | $5.43M | £264.80B | 58.91% | 80 Outperform | |
| Advantest | 3.29% | $5.25M | ¥20.64T | 159.10% | 75 Outperform | |
| ASML Holding NV | 2.46% | $3.94M | €607.20B | 155.85% | 76 Outperform | |
| Shell (UK) | 2.12% | $3.39M | £182.42B | 25.60% | 73 Outperform | |
| Novartis AG | 2.12% | $3.39M | CHF228.82B | 36.49% | 80 Outperform | |
| UBS Group AG | 2.00% | $3.19M | $159.03B | 34.91% | 73 Outperform | |
| Barclays | 1.96% | $3.14M | £71.07B | 44.95% | 78 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.79% | $2.86M | €127.70B | 67.11% | 76 Outperform | |
| BNP Paribas | 1.78% | $2.84M | €117.95B | 33.61% | 77 Outperform | |
| ABB Ltd | 1.78% | $2.84M | kr1.73T | 49.93% | 78 Outperform |
RFDI Technical Analysis
Positive
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Price Trends
86.72
Positive
84.87
Positive
82.05
Positive
Market Momentum
0.60
Positive
55.23
Neutral
82.82
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RFDI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 87.91, equal to the 50-day MA of 86.72, and equal to the 200-day MA of 82.05, indicating a bullish trend. The MACD of 0.60 indicates Positive momentum. The RSI at 55.23 is Neutral, neither overbought nor oversold. The STOCH value of 82.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RFDI.
RFDI Peer Comparison
Comparison Results
Performance Comparison
RFDI
First Trust Riverfront Dynamic Developed International ETF
88.54
17.94
25.41%
FYLD
Cambria Foreign Shareholder Yield ETF
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―
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TXUE
Thornburg International Equity ETF
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―
―
AVSD
Avantis Responsible International Equity ETF
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―
―
NBIE
Neuberger International Core Equity ETF
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―
DXIV
Dimensional International Vector Equity 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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