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 shown solid gains over the year to date and in the most recent months, indicating positive recent momentum.
Leading Growth-Oriented Holdings
Several top positions, including major technology and energy names, have delivered strong performance, helping drive the fund’s returns.
Broad International Diversification
The fund spreads its investments across many developed countries and sectors, which helps reduce the impact of weakness in any single market or industry.
Negative Factors
Relatively High Expense Ratio
The fund charges a higher fee than many broad index ETFs, which can eat into long-term returns.
Concentration in a Few Countries
A large share of assets is focused in markets like the UK and Japan, increasing the fund’s sensitivity to economic or political issues in those countries.
Mixed Performance Among Financial Holdings
Some key financial stocks in the top holdings have shown weaker performance, which could weigh on the fund if that trend continues.
RFDI vs. SPDR S&P 500 ETF (SPY)
AUM156.19M
RegionDeveloped Markets
Expense Ratio0.83%
Beta0.67
IssuerFirst Trust
Inception DateApr 13, 2016
Dividend Yield3.19%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,756
30 Day Avg. Volume3,350
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
97.97Price 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, focused on 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 owns well-known companies such as HSBC, Shell, Novartis, 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 global growth. A key risk is that international stock prices can go up and down with global markets and currency swings.
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, with a clear tilt toward global banks and industrial-tech champions rather than U.S. mega-cap tech. ASML and Advantest are the fund’s turbochargers, riding strong demand for chips, while ABB adds steady industrial muscle. On the financial side, HSBC and UBS have been climbing, giving the ETF a solid banking backbone, though names like BNP Paribas and Barclays are more mixed and occasionally drag on returns. Energy giants Shell and TotalEnergies provide an extra lift when oil sentiment improves.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 2.96% | $4.57M | £222.25B | 47.99% | 80 Outperform | |
| Advantest | 2.66% | $4.10M | ¥17.60T | 159.79% | 75 Outperform | |
| ASML Holding NV | 2.41% | $3.73M | €575.73B | 130.86% | 76 Outperform | |
| Shell (UK) | 2.16% | $3.34M | £179.92B | 25.30% | 73 Outperform | |
| Novartis AG | 2.08% | $3.21M | CHF217.32B | 22.72% | 80 Outperform | |
| UBS Group AG | 1.86% | $2.88M | $143.30B | 47.50% | 73 Outperform | |
| TotalEnergies SE | 1.86% | $2.87M | €171.99B | 36.79% | 78 Outperform | |
| ABB Ltd | 1.85% | $2.85M | CHF143.05B | 68.19% | 78 Outperform | |
| Barclays | 1.72% | $2.66M | £60.30B | 38.02% | 78 Outperform | |
| BNP Paribas | 1.63% | $2.52M | €101.58B | 20.97% | 77 Outperform |
RFDI Technical Analysis
Positive
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Price Trends
86.11
Positive
85.22
Positive
81.19
Positive
Market Momentum
0.37
Negative
60.50
Neutral
74.30
Neutral
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 86.62, equal to the 50-day MA of 86.11, and equal to the 200-day MA of 81.19, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 60.50 is Neutral, neither overbought nor oversold. The STOCH value of 74.30 is Neutral, 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
88.58
18.38
26.18%
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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