AFLG - ETF AI Analysis
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First Trust Active Factor Large Cap ETF (AFLG)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several major positions, including large technology and e-commerce names, have delivered strong results that support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, consumer, financials, industrials, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Technology Concentration
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some of the biggest positions, including well-known mega-cap stocks, have recently shown weak or negative performance that can drag on returns.
Higher-Than-Index Expense Ratio
The fund’s expense ratio is noticeably higher than many low-cost index ETFs, which can slightly reduce long-term net returns for investors.
AFLG vs. SPDR S&P 500 ETF (SPY)
AUM677.16M
RegionNorth America
Expense Ratio0.55%
Beta0.92
IssuerFirst Trust
Inception DateDec 03, 2019
Dividend Yield0.71%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume89,974
30 Day Avg. Volume59,517
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
51.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering216
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AFLG Summary
The First Trust Active Factor Large Cap ETF (AFLG) is an actively managed fund that focuses on large U.S. companies, mainly in technology and other major sectors. Instead of tracking a fixed index, the managers pick stocks using their own rules to try to beat traditional large-cap benchmarks. It holds many well-known names such as Nvidia and Apple, giving investors broad exposure to leading U.S. businesses and potential long-term growth. However, because it is heavily invested in large tech-related companies, its price can rise and fall sharply with swings in the technology sector and overall stock market.
How much will it cost me?The First Trust Active Factor Large Cap ETF (AFLG) has an expense ratio of 3.67%, which means you’ll pay $36.70 per year for every $1,000 invested. This is significantly higher than average because it is an actively managed fund, which typically involves more research and trading compared to passively managed ETFs that track an index.
What would affect this ETF?The AFLG ETF, with significant exposure to technology and large-cap U.S. companies like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector, as well as a stable U.S. economy. However, it may face challenges from rising interest rates, which can pressure high-growth stocks, and potential regulatory changes affecting major tech firms. Broader economic downturns or sector-specific disruptions could also negatively impact its performance.
AFLG Top 10 Holdings
AFLG is leaning heavily into U.S. Big Tech and chip names, with Nvidia, Apple, Alphabet, and Broadcom forming the core engine of the fund. These giants have been solid drivers over the past few months, even if they’ve hit a recent soft patch. Microsoft and Amazon, by contrast, have been more of a drag lately, losing some momentum after earlier strength. The real bright spots now are the semiconductor equipment players like Lam Research, Applied Materials, and Seagate, which are quietly powering ahead and giving the tech-heavy portfolio an extra boost.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.18% | $48.69M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 6.43% | $43.61M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class A | 6.33% | $42.92M | $4.34T | 110.50% | 85 Outperform | |
| Microsoft | 3.13% | $21.20M | $2.90T | -22.12% | 79 Outperform | |
| Broadcom | 2.65% | $17.94M | $1.71T | 36.42% | 76 Outperform | |
| Amazon | 2.25% | $15.24M | $2.61T | 12.14% | 71 Outperform | |
| Lam Research | 1.65% | $11.16M | $439.46B | 226.68% | 77 Outperform | |
| Seagate Tech | 1.18% | $8.00M | $183.90B | 485.12% | 68 Neutral | |
| Applied Materials | 1.17% | $7.94M | $478.79B | 184.37% | 77 Outperform | |
| Altria Group | 1.05% | $7.14M | $121.42B | 22.54% | 64 Neutral |
AFLG Technical Analysis
Positive
―
Price Trends
43.15
Positive
41.54
Positive
40.31
Positive
Market Momentum
0.13
Negative
60.16
Neutral
89.53
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AFLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.23, equal to the 50-day MA of 43.15, and equal to the 200-day MA of 40.31, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 60.16 is Neutral, neither overbought nor oversold. The STOCH value of 89.53 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AFLG.
AFLG Peer Comparison
Comparison Results
Performance Comparison
AFLG
First Trust Active Factor Large Cap ETF
43.81
7.59
20.96%
DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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NBCR
Neuberger Berman Core Equity ETF
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INFO
Harbor PanAgora Dynamic Large Cap Core 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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