First Trust Active Factor Large Cap Growth ETF
AFGR - ETF AI Analysis
Top Page
First Trust Active Factor Large Cap Growth ETF (AFGR)
AFGR, the First Trust Active Factor Large Cap Growth ETF, earns a solid overall rating thanks to heavy exposure to high-quality growth leaders like Alphabet, Nvidia, Microsoft, and Apple, all supported by strong financial performance and promising AI and cloud-driven growth. The rating is held back somewhat by signs of bearish or mixed technical momentum and rich valuations across several major holdings, which add volatility and limit near-term upside. The main risk factor is the fund’s concentration in a small group of large-cap tech and AI-focused companies, making it sensitive to shifts in sentiment toward that sector.
AFGR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 84.44M
- Region
- North America
- Expense Ratio
- 0.65%
- Beta
- 1.35
- Issuer
- First Trust
- Inception Date
- Jul 21, 2020
- Dividend Yield
- 0.01%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AFGR Summary
AFGR, the First Trust Active Factor Large Cap Growth ETF, focuses on large U.S. companies with strong growth potential rather than tracking a fixed index. It mainly invests in technology and communication services firms, with top holdings like Nvidia and Alphabet (Google’s parent company), plus other big names such as Apple and Microsoft. Someone might consider this ETF if they want long-term growth and easy diversification across leading growth companies in one investment. A key risk is that it is heavily tilted toward tech and other growth stocks, so its price can rise and fall sharply with changes in the stock market and investor sentiment.
How much will it cost me?
This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professional managers selecting and adjusting the fund’s holdings instead of simply tracking an index.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and communication companies like Nvidia, Alphabet, Microsoft, and Apple, so it could benefit if innovation, digital spending, and overall economic growth stay strong and support these businesses. On the other hand, it could be hurt by rising interest rates that make growth stocks less attractive, tighter regulations on big tech and financial firms, or an economic slowdown that reduces consumer and business spending, especially in tech and other cyclical sectors.
AFGR Top 10 Holdings
This ETF is essentially riding the Big Tech and chip wave, with Nvidia and AMD acting as the high-octane engines: both have been strong over the year, though Nvidia’s recent pullback has taken a bit of shine off. Alphabet and Meta, on the other hand, have been lagging lately, weighing on returns despite their long-term AI stories. Microsoft, Apple, and Amazon are steadier contributors, helping smooth out the bumps. With heavy exposure to U.S. technology and communication services, the fund is firmly anchored in the American growth-and-AI trade.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GOOGL | Alphabet Class A | 9.97% | $8.19M | $3.50T | -0.94% | 85Outperform |
 NVDA | Nvidia | 9.95% | $8.17M | $4.07T | -15.15% | 76Outperform |
 MSFT | Microsoft | 4.53% | $3.72M | $3.96T | 5.37% | 79Outperform |
 AMZN | Amazon | 4.52% | $3.71M | $2.93T | 9.05% | 71Outperform |
 AAPL | Apple | 4.52% | $3.71M | $5.06T | 29.35% | 79Outperform |
 META | Meta Platforms | 2.84% | $2.34M | $1.64T | 1.52% | 76Outperform |
 AVGO | Broadcom | 2.83% | $2.32M | $1.58T | -7.37% | 76Outperform |
 V | Visa | 2.58% | $2.12M | $784.57B | 26.33% | 70Outperform |
 MA | Mastercard | 2.50% | $2.05M | $573.97B | 19.15% | 75Outperform |
 MU | Micron | 2.35% | $1.93M | $820.41B | 186.27% | 79Outperform |
AFGR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AFGR, the sentiment is Negative. The current price of 35.01 is below the 20-day moving average (MA) of 36.30, below the 50-day MA of 37.14, and below the 200-day MA of 35.58, indicating a bearish trend. The MACD of -0.76 indicates Positive momentum. The RSI at 39.03 is Neutral, neither overbought nor oversold. The STOCH value of 28.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AFGR.
AFGR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AFGR | $35.01 | $42.00(19.97% Upside) | $84.44M | 0.65% | 75Outperform |
 LCLG | $68.27 | $83.97(23.00% Upside) | $99.77M | 0.85% | 74Outperform |
 ACGO | $35.39 | $48.21(36.22% Upside) | $100.75M | 0.42% | 75Outperform |
 TLG | $24.51 | $34.42(40.44% Upside) | $93.75M | 0.67% | 75Outperform |
 PRXG | $38.12 | $49.03(28.61% Upside) | $85.09M | 0.36% | 75Outperform |
 AQLG | $25.67 | $30.29(18.03% Upside) | $73.99M | 0.65% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AFGR | First Trust Active Factor Large Cap Growth ETF | 35.01 | -0.91 | -2.53% | |
| LCLG | Logan Capital Broad Innovative Growth ETF | 68.27 | 4.90 | 7.74% | |
| ACGO | Hartford Alpha Capture Growth ETF | 35.39 | -3.88 | -9.88% | |
| TLG | Touchstone Large Company Growth ETF | 24.51 | 0.00 | 0.01% | |
| PRXG | Praxis Impact Large Cap Growth ETF | 38.12 | 1.22 | 3.31% | |
| AQLG | Highland Capital Large Capital Growth ETF | 25.66 | 0.66 | 2.66% |
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.