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 delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Technology Exposure
A large portion of the fund is invested in major technology companies like Nvidia, Apple, and Alphabet, many of which have shown strong performance.
Healthy Fund Size
The ETF manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations.
Negative Factors
High Tech Concentration
With a heavy tilt toward the technology sector, the fund could be more sensitive to downturns in tech stocks.
U.S.-Only Focus
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification.
Above-Average Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, which can slightly reduce long-term returns.
AFLG vs. SPDR S&P 500 ETF (SPY)
AUM800.84M
RegionNorth America
Expense Ratio0.55%
Beta0.90
IssuerFirst Trust
Inception DateDec 03, 2019
Dividend Yield0.69%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume101,783
30 Day Avg. Volume73,626
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
53.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering217
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, with a strong tilt toward technology. Instead of tracking a fixed index, the managers pick and adjust holdings based on certain “factors” they believe can improve returns. The fund owns many well-known names such as Apple and Nvidia, and offers broad exposure to leading U.S. businesses, which can help with growth and diversification in a single investment. A key risk is that it leans heavily on tech stocks, so its price can rise and fall sharply with changes 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 semiconductors, with Nvidia and Apple doing much of the heavy lifting as their momentum in AI and devices keeps the fund’s tech engine humming. Alphabet and Microsoft are more mixed, occasionally losing steam but still providing a solid backbone through cloud and AI exposure. Broadcom has been lagging lately, acting as a bit of a speed bump in the chip-heavy tilt. Outside tech, Amazon’s choppy trading and steadier names like Exxon Mobil and HF Sinclair add a diversified, mostly U.S.-focused balance to this growth-centric lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.06% | $64.51M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 6.63% | $53.07M | $4.91T | 37.25% | 79 Outperform | |
| Alphabet Class A | 5.81% | $46.54M | $4.28T | 48.65% | 85 Outperform | |
| Microsoft | 4.25% | $34.01M | $3.97T | 4.72% | 79 Outperform | |
| Broadcom | 2.45% | $19.60M | $1.73T | 11.37% | 76 Outperform | |
| Amazon | 2.41% | $19.30M | $2.83T | 21.29% | 71 Outperform | |
| HF Sinclair Corporation | 1.09% | $8.70M | $21.57B | 139.77% | 68 Neutral | |
| Visa | 1.06% | $8.46M | $719.65B | 12.16% | 70 Outperform | |
| Valero Energy | 1.03% | $8.28M | $124.89B | 174.49% | 69 Neutral | |
| NetApp | 1.02% | $8.13M | $46.58B | 108.14% | 76 Outperform |
AFLG Technical Analysis
Positive
―
Price Trends
44.76
Positive
44.08
Positive
42.20
Positive
Market Momentum
0.16
Negative
61.02
Neutral
90.17
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 44.65, equal to the 50-day MA of 44.76, and equal to the 200-day MA of 42.20, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 61.02 is Neutral, neither overbought nor oversold. The STOCH value of 90.17 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
45.40
7.17
18.75%
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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NBCR
Neuberger Berman Core Equity ETF
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ROCY
JPMorgan Equity Premium Yield ETF
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―
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SEIQ
SEI Enhanced U.S. Large Cap Quality Factor ETF
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JUSA
JPMorgan U.S. Research Enhanced Large Cap 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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