RFDI - ETF AI Analysis

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First Trust Riverfront Dynamic Developed International ETF (RFDI)

Rating:68Neutral

Price Target:―

RFDI, the First Trust Riverfront Dynamic Developed International ETF, earns a solid overall rating driven by high-quality international leaders like HSBC and Novartis, which show strong financial performance, positive earnings sentiment, and supportive technical trends. Additional strength comes from holdings such as ASML, TotalEnergies, Barclays, ABB, and BNP Paribas, which combine solid balance sheets, reasonable valuations, and generally positive momentum, though some face issues like high P/E ratios, overvaluation concerns, or slower revenue and cash flow growth. The main risk factor is that several top holdings share similar challenges—such as potential overvaluation, sector-specific headwinds, and mixed technical signals—which could weigh on returns if market conditions turn against these themes.

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)

AUM147.44M

RegionDeveloped Markets

Expense Ratio0.83%

Beta0.66

IssuerFirst Trust

Inception DateApr 13, 2016

Dividend Yield3.38%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume3,725

30 Day Avg. Volume3,980

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

90.45

Price 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 is leaning heavily on big European and Japanese names, with financials clearly in the driver’s seat. Banks like HSBC and BNP Paribas have been rising and giving the fund a solid backbone, while Barclays is steady overall despite some recent wobbling. On the tech side, ASML and Advantest have been standout performers, adding some high-octane growth to the mix, and industrial player ABB is quietly climbing as well. Offsetting that strength, BBVA and UBS have been lagging lately, keeping a bit of a lid on returns. With all holdings outside the U.S., this ETF is a pure developed international play.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HSBA	HSBC Holdings	3.01%	$4.41M	£218.61B	50.15%	80 Outperform
6857	Advantest	2.94%	$4.30M	¥17.36T	196.66%	75 Outperform
NOVN	Novartis AG	2.23%	$3.27M	CHF230.74B	25.88%	80 Outperform
SHEL	Shell (UK)	2.23%	$3.27M	£182.70B	26.30%	73 Outperform
ASML	ASML Holding NV	2.00%	$2.93M	€457.92B	85.99%	76 Outperform
TTE	TotalEnergies SE	1.73%	$2.54M	€149.73B	23.80%	78 Outperform
ABB	ABB Ltd	1.66%	$2.43M	kr1.46T	36.72%	78 Outperform
BARC	Barclays	1.64%	$2.41M	£56.51B	40.45%	78 Outperform
BNP	BNP Paribas	1.64%	$2.41M	€98.80B	18.18%	77 Outperform
BBVA	Banco Bilbao Vizcaya Argentaria	1.63%	$2.38M	€107.34B	46.12%	76 Outperform

RFDI Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

84.74

Negative

100DMA

81.13

Positive

200DMA

77.09

Positive

Market Momentum

MACD

-0.50

Positive

RSI

40.31

Neutral

STOCH

27.77

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RFDI, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 86.31, equal to the 50-day MA of 84.74, and equal to the 200-day MA of 77.09, indicating a neutral trend. The MACD of -0.50 indicates Positive momentum. The RSI at 40.31 is Neutral, neither overbought nor oversold. The STOCH value of 27.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for RFDI.

RFDI Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RFDI	―	―	$147.44M	0.83%	68 Neutral
DFSI	―	―	$975.76M	0.24%	64 Neutral
SEIE	―	―	$960.46M	0.50%	63 Neutral
FYLD	―	―	$599.34M	0.59%	60 Neutral
AVSD	―	―	$425.88M	0.23%	65 Neutral
TXUE	―	―	$416.35M	0.65%	62 Neutral

Performance Comparison

RFDI

First Trust Riverfront Dynamic Developed International ETF

82.13

18.18

28.43%

DFSI

Dimensional International Sustainability Core 1 ETF

―

SEIE

SEI Select International Equity ETF

―

FYLD

Cambria Foreign Shareholder Yield ETF

―

AVSD

Avantis Responsible International Equity ETF

―

TXUE

Thornburg International Equity 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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