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XPND - ETF AI Analysis
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First Trust Expanded Technology ETF (XPND)
Rating:76Outperform
Price Target:―
Positive Factors
High-Quality Brand-Name Holdings
The ETF’s largest positions include well-known technology and payment companies, which are widely viewed as leaders in their industries.
Focused Technology and Communication Exposure
Most of the fund is invested in technology and communication services, giving investors targeted access to sectors that can benefit from long-term digital growth trends.
Meaningful Size but Still Manageable
The fund has gathered a solid base of assets under management, which suggests some investor interest while still being small enough to remain nimble.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year to date, indicating recent performance has been weak.
Top Holdings Mostly Lagging
Several of the largest positions, including major technology and payment stocks, have been underperforming so far this year, which has likely weighed on the fund.
High Fee for a Passive ETF
The expense ratio is relatively high for an ETF, meaning more of the fund’s returns are eaten up by fees each year.
XPND vs. SPDR S&P 500 ETF (SPY)
AUM52.52M
RegionNorth America
Expense Ratio0.65%
Beta1.34
IssuerFirst Trust
Inception DateJun 14, 2021
Dividend Yield0.08%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,378
30 Day Avg. Volume12,828
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
46.53Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XPND Summary
The First Trust Expanded Technology ETF (XPND) is an actively managed fund that focuses on a broad technology theme, including areas like artificial intelligence, cybersecurity, cloud computing, and the Internet of Things. It mainly holds U.S. tech and communication companies, with top positions in well-known names like Apple, Microsoft, Nvidia, and Alphabet (Google). Someone might invest in XPND to seek long-term growth from innovative tech businesses while getting diversification across many companies in one fund. A key risk is that it is heavily tilted toward technology, so its price can rise and fall sharply with the tech sector.
How much will it cost me?The First Trust Expanded Technology ETF (XPND) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on a specialized portfolio of technology companies rather than tracking a broad index.
What would affect this ETF?The First Trust Expanded Technology ETF (XPND) could benefit from continued growth in areas like artificial intelligence, cloud computing, and cybersecurity, as these technologies drive innovation and demand across industries. However, rising interest rates or economic slowdowns could negatively impact the technology sector, as higher borrowing costs and reduced consumer spending may affect growth for both established companies like Apple and Microsoft and emerging innovators. Additionally, regulatory scrutiny on major tech firms such as Alphabet and Meta could pose challenges to the ETF's performance.
XPND Top 10 Holdings
XPND is firmly hitched to U.S. Big Tech and digital infrastructure, with names like Alphabet and Lam Research doing the heavy lifting as their shares have been rising on AI and chip-related optimism. Nvidia has been more of a steady, if slightly choppy, contributor lately, while Microsoft and Apple look like leaders catching their breath after a strong run. On the flip side, Meta and Palantir have been lagging, adding some drag. Visa and Mastercard show that fintech is along for the ride, but this ETF’s story is still very much a tech-first, America-first bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cisco Systems | 5.00% | $2.62M | $340.94B | 35.93% | 77 Outperform | |
| Nvidia | 4.98% | $2.60M | $4.58T | 44.91% | 76 Outperform | |
| Meta Platforms | 4.79% | $2.50M | $1.70T | -6.64% | 76 Outperform | |
| Apple | 4.58% | $2.40M | $4.02T | 15.94% | 79 Outperform | |
| Visa | 4.57% | $2.39M | $625.50B | -8.45% | 70 Outperform | |
| Mastercard | 4.53% | $2.37M | $485.41B | -5.09% | 75 Outperform | |
| Alphabet Class A | 4.50% | $2.35M | $3.85T | 76.64% | 85 Outperform | |
| Lam Research | 4.37% | $2.29M | $282.98B | 175.25% | 77 Outperform | |
| Applied Materials | 4.00% | $2.09M | $261.19B | 84.45% | 77 Outperform | |
| Broadcom | 3.94% | $2.06M | $1.61T | 45.36% | 76 Outperform |
XPND Technical Analysis
Neutral
―
Price Trends
35.93
Negative
36.26
Negative
34.57
Positive
Market Momentum
-0.38
Positive
45.07
Neutral
61.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XPND, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 35.24, equal to the 50-day MA of 35.93, and equal to the 200-day MA of 34.57, indicating a neutral trend. The MACD of -0.38 indicates Positive momentum. The RSI at 45.07 is Neutral, neither overbought nor oversold. The STOCH value of 61.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XPND.
XPND Peer Comparison
Comparison Results
Performance Comparison
XPND
First Trust Expanded Technology ETF
34.89
2.23
6.83%
CEPI
REX Crypto Equity Premium Income ETF
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
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JXX
Janus Henderson Transformational Growth ETF
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―
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TEC
Harbor Transformative Technologies 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.
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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