EKG - ETF AI Analysis
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First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
Rating:67Neutral
Price Target:―
Positive Factors
Recent Short-Term Momentum
The ETF has shown strong gains over the past one and three months, suggesting improving short-term performance.
Exposure to Growing Digital Health Theme
The fund focuses on digital health companies, giving investors targeted access to a niche area that is seeing increased adoption in healthcare.
Several Strong-Performing Holdings
Some of the larger positions, such as companies in diagnostics and medical technology, have delivered strong year-to-date gains that support the fund’s overall results.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
Concentration in a Single Sector
With most assets in health care and digital health, the ETF is heavily exposed to sector-specific risks if this area falls out of favor.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or negative year-to-date performance, which can drag on the fund despite some strong winners.
EKG vs. SPDR S&P 500 ETF (SPY)
AUM4.44M
RegionGlobal
Expense Ratio0.65%
Beta0.95
IssuerFirst Trust
Inception DateMar 22, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNASDAQ Lux Health Tech Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,103
30 Day Avg. Volume1,282
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
23.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EKG Summary
The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) tracks the NASDAQ Lux Health Tech Index and focuses on companies using technology to improve health care. It holds firms involved in telemedicine, medical software, wearables, and advanced diagnostic tools. Well-known names include Dexcom, which makes continuous glucose monitors, and Intuitive Surgical, known for its robotic surgery systems. An investor might choose this ETF to seek growth from the long-term trend of digital health and to get a basket of specialized health-care tech companies in one investment. A key risk is that it is heavily focused on health-care technology, so it can rise or fall sharply with that sector.
How much will it cost me?The First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a niche sector like digital health that requires specialized research and expertise.
What would affect this ETF?The EKG ETF, focused on digital health innovations, could benefit from growing demand for telemedicine, wearable health devices, and AI-driven diagnostics as health care increasingly integrates technology. However, it may face challenges from regulatory changes in health care, economic downturns affecting consumer spending on health tech, or competition within the sector. Its global exposure and top holdings in companies like IQVIA and Veeva Systems position it well for growth but also make it sensitive to international market conditions.
EKG Top 10 Holdings
EKG is very much a pure play on digital health, with its top holdings clustered in U.S.-listed health tech names. Veeva Systems and IQVIA are the steady anchors, rising but not racing, while Dexcom adds a bit more spark with stronger recent momentum in wearables and monitoring. On the more volatile side, Illumina and Natera have been climbing fast, helping power the fund, even as their profitability stories remain works in progress. Intuitive Surgical, by contrast, has been losing steam lately, quietly tugging on overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Veeva Systems | 9.88% | $433.54K | $44.54B | 0.79% | 66 Neutral | |
| IQVIA Holdings | 9.78% | $429.50K | $44.07B | 42.67% | 73 Outperform | |
| Dexcom | 7.82% | $343.25K | $33.17B | 9.18% | 79 Outperform | |
| Resmed | 5.82% | $255.52K | $32.94B | -17.58% | 76 Outperform | |
| Guardant Health | 5.62% | $246.63K | $21.66B | 168.44% | 61 Neutral | |
| Illumina | 5.30% | $232.84K | $32.95B | 120.58% | 71 Outperform | |
| Natera | 5.15% | $226.12K | $47.31B | 95.32% | 73 Outperform | |
| Intuitive Surgical | 4.76% | $209.02K | $129.55B | -21.45% | 78 Outperform | |
| Oscar Health | 3.98% | $174.79K | $9.96B | 65.98% | 49 Neutral | |
| Tempus AI, Inc. Class A | 3.53% | $154.76K | $11.66B | -18.84% | 52 Neutral |
EKG Technical Analysis
Positive
―
Price Trends
20.37
Positive
18.66
Positive
18.47
Positive
Market Momentum
0.55
Positive
60.14
Neutral
33.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EKG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 21.71, equal to the 50-day MA of 20.37, and equal to the 200-day MA of 18.47, indicating a bullish trend. The MACD of 0.55 indicates Positive momentum. The RSI at 60.14 is Neutral, neither overbought nor oversold. The STOCH value of 33.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EKG.
EKG Peer Comparison
Comparison Results
Performance Comparison
EKG
First Trust Nasdaq Lux Digital Health Solutions ETF
21.92
4.22
23.84%
HTEC
ROBO Global Healthcare Technology and Innovation ETF
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OZEM
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HRTS
Tema Cardiovascular and Metabolic ETF
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PSIL
AdvisorShares Psychedelics ETF
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FMED
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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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