EKG - ETF AI Analysis
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First Trust Nasdaq Lux Digital Health Solutions ETF (EKG)
EKG, the First Trust Nasdaq Lux Digital Health Solutions ETF, earns a solid overall rating largely because several major holdings like Dexcom, Intuitive Surgical, and Globus Medical show strong financial performance, positive earnings sentiment, and growth-focused strategies. These strengths are partly offset by weaker names such as Guardant Health, where financial instability and valuation concerns, along with broader high valuations and occasional overbought technical signals across multiple holdings, create risk tied to the fund’s concentration in richly valued, fast-growing digital health companies.
EKG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.01M
- Region
- Global
- Expense Ratio
- 0.65%
- Beta
- 0.95
- Issuer
- First Trust
- Inception Date
- Mar 22, 2022
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- NASDAQ Lux Health Tech Index
EKG Summary
EKG is an exchange-traded fund that follows the NASDAQ Lux Health Tech Index, focusing on digital health companies that use technology to improve medical care. It holds firms involved in telemedicine, medical devices, and health care software. Well-known holdings include Intuitive Surgical, which makes robotic surgery systems, and Dexcom, known for continuous glucose monitors. Someone might invest in EKG to tap into the long-term growth potential of technology in health care and to get diversified exposure to many digital health companies at once. A key risk is that it is heavily focused on one niche sector, so its price can rise or fall sharply with trends in health care technology.
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 a specialized, actively managed fund focused on the digital health sector.
What would affect this ETF?
EKG could benefit if global health systems keep investing in telemedicine, medical devices, and health care software, supporting growth for its major holdings like Intuitive Surgical, Veeva Systems, and Dexcom. On the downside, higher interest rates, tighter health care regulations, or slower spending by hospitals and insurers could hurt demand for digital health solutions and make this globally focused, health care–heavy ETF more volatile.
EKG Top 10 Holdings
EKG is essentially a pure play on digital health, with heavy exposure to U.S.-listed innovators in diagnostics, medical devices, and health-care IT. Natera, Illumina, and Guardant Health have been rising, giving the fund a strong tailwind from genomics and precision oncology. Veeva Systems and IQVIA add steady, software-driven growth, anchoring the portfolio in health-care data and cloud solutions. On the flip side, Intuitive Surgical and Globus Medical have been more mixed to lagging, occasionally acting as speed bumps in an otherwise forward-moving, tech-enabled health story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NTRA | Natera | 9.47% | $907.73K | $59.72B | 114.42% | 73Outperform |
 ISRG | Intuitive Surgical | 8.44% | $808.72K | $149.75B | -18.49% | 78Outperform |
 VEEV | Veeva Systems | 8.05% | $771.76K | $50.67B | 9.80% | 66Neutral |
 IQV | IQVIA Holdings | 7.53% | $721.26K | $44.06B | 23.50% | 73Outperform |
 DXCM | Dexcom | 6.65% | $637.34K | $30.69B | 20.66% | 79Outperform |
 ILMN | Illumina | 4.06% | $389.15K | $35.63B | 138.35% | 71Outperform |
 GH | Guardant Health | 4.14% | $396.40K | $23.99B | 93.49% | 61Neutral |
 RMD | Resmed | 3.52% | $337.09K | $32.34B | -8.85% | 76Outperform |
 QGEN | Qiagen | 3.46% | $331.90K | $10.37B | 2.98% | 77Outperform |
 GMED | Globus Medical | 3.27% | $313.53K | $10.48B | 28.54% | 82Outperform |
EKG Technical Analysis
Price Trends
Market Momentum
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 23.93 is above the 20-day moving average (MA) of 23.72, above the 50-day MA of 22.98, and above the 200-day MA of 19.22, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 53.49 is Neutral, neither overbought nor oversold. The STOCH value of 69.39 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EKG | $23.93 | $26.00(8.67% Upside) | $10.01M | 0.65% | 68Neutral |
 HRTS | $38.87 | $45.45(16.93% Upside) | $57.10M | 0.75% | 67Neutral |
 OZEM | $30.70 | $48.04(56.51% Upside) | $55.57M | 0.59% | 55Neutral |
 FMED | $32.41 | $43.70(34.84% Upside) | $54.39M | 0.50% | 59Neutral |
 PSIL | $21.00 | $55.08(162.26% Upside) | $46.62M | 1.00% | 45Neutral |
 MEDI | $35.20 | $45.57(29.44% Upside) | $45.93M | 0.80% | 62Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EKG | First Trust Nasdaq Lux Digital Health Solutions ETF | 23.93 | 5.39 | 29.05% | |
| HRTS | Tema Cardiovascular and Metabolic ETF | 38.87 | 6.96 | 21.81% | |
| OZEM | Roundhill GLP-1 & Weight Loss ETF | 30.70 | 2.02 | 7.03% | |
| FMED | Fidelity Disruptive Medicine ETF | 32.41 | 6.40 | 24.59% | |
| PSIL | AdvisorShares Psychedelics ETF | 21.00 | 3.77 | 21.91% | |
| MEDI | Harbor Health Care ETF | 35.20 | 5.26 | 17.58% |
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.