RFDI - ETF AI Analysis
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First Trust Riverfront Dynamic Developed International ETF (RFDI)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Several of the largest positions, including major financial and technology names, have delivered strong year-to-date results that support the fund’s overall performance.
Broad International Diversification
Holdings spread across multiple developed markets such as the UK, Japan, Europe, and others help reduce reliance on any single country’s economy.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into returns over time compared with lower-cost ETFs.
Heavy Financial Sector Exposure
With a large portion of assets in financial stocks, the ETF is more vulnerable to downturns or stress in the banking and financial services industry.
Mixed Performance Among Top Holdings
A few key positions, including some large financial and energy names, have shown weaker or negative year-to-date performance, which can drag on the fund if that trend continues.
RFDI vs. SPDR S&P 500 ETF (SPY)
AUM140.88M
RegionDeveloped Markets
Expense Ratio0.83%
Beta0.67
IssuerFirst Trust
Inception DateApr 13, 2016
Dividend Yield3.44%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,961
30 Day Avg. Volume3,936
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
92.53Price 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, which invests in stocks from developed countries outside the U.S. Instead of tracking a fixed index, it follows a dynamic strategy that shifts between regions like the UK, Japan, and Europe to find opportunities. It holds well-known companies such as HSBC and Novartis, giving investors broad international diversification across many sectors, especially financials. Someone might invest in RFDI to spread their money across global markets and potentially benefit from overseas growth. A key risk is that international stocks can be volatile and move up or down with global market and currency changes.
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 leans heavily on Europe and Japan, and its story right now is a tug-of-war between surging energy names and softer financials. Shell, TotalEnergies, and BP are doing the heavy lifting, with rising share prices giving the fund a solid boost from the energy patch. On the flip side, big banks like HSBC, BBVA, and BNP Paribas are losing steam, weighing on results despite the ETF’s broad diversification. Tech and industrial standouts such as ASML, Advantest, and ABB add a growth tilt, but they’re more supporting cast than main characters.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 2.90% | $4.08M | £209.91B | 39.26% | 80 Outperform | |
| Advantest | 2.60% | $3.65M | ¥14.18T | 210.26% | 75 Outperform | |
| Shell (UK) | 2.46% | $3.46M | £201.24B | 27.67% | 73 Outperform | |
| Novartis AG | 2.22% | $3.12M | CHF220.64B | 22.80% | 80 Outperform | |
| TotalEnergies SE | 2.02% | $2.83M | €173.06B | 35.72% | 78 Outperform | |
| ASML Holding NV | 1.95% | $2.74M | €427.52B | 82.36% | 76 Outperform | |
| BP p.l.c. | 1.72% | $2.41M | £93.19B | 40.02% | 71 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 1.58% | $2.22M | €103.93B | 49.60% | 76 Outperform | |
| Barclays | 1.57% | $2.20M | £53.42B | 32.51% | 78 Outperform | |
| ABB Ltd | 1.56% | $2.19M | CHF115.16B | 35.39% | 78 Outperform |
RFDI Technical Analysis
Positive
―
Price Trends
84.29
Negative
81.50
Positive
77.56
Positive
Market Momentum
-1.11
Positive
48.78
Neutral
10.68
Positive
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 81.79, equal to the 50-day MA of 84.29, and equal to the 200-day MA of 77.56, indicating a neutral trend. The MACD of -1.11 indicates Positive momentum. The RSI at 48.78 is Neutral, neither overbought nor oversold. The STOCH value of 10.68 is Positive, 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
82.11
19.08
30.27%
DFSI
Dimensional International Sustainability Core 1 ETF
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SEIE
SEI Select International Equity ETF
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―
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FYLD
Cambria Foreign Shareholder Yield ETF
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TXUE
Thornburg International Equity ETF
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AVSD
Avantis Responsible International 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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