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FCFY - ETF AI Analysis

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FCFY

First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY)

Rating:71Outperform
Price Target:
FCFY, the First Trust S&P 500 Diversified Free Cash Flow ETF, earns a solid overall rating largely because several key holdings like Adobe, NetApp, Comcast, Omnicom, and Workday show strong financial performance, positive earnings sentiment, and strategic focus on areas like AI and high-margin businesses. These strengths are partly offset by weaker or more mixed names such as Centene, HP, GoDaddy, and Gartner, where operational pressures, valuation concerns, and bearish or cautious technical signals introduce risk. The main risk factor is that multiple top holdings share issues around valuation and technical caution, which could make the fund more sensitive to market pullbacks.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered positive returns so far this year, showing that its strategy has been working in the current market.
Leading Holding With Strong Gains
Centene, the fund’s largest position, has shown strong performance, which helps support the ETF’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, financials, health care, and consumer-related industries, which helps reduce reliance on any single area of the market.
Negative Factors
High U.S. Market Concentration
Almost all of the ETF’s holdings are in U.S. companies, which means performance is heavily tied to the health of the U.S. economy and stock market.
Mixed Performance Among Top Holdings
Several of the largest positions, such as GoDaddy, Comcast, and Workday, have shown weak or negative performance, which can drag on the fund’s returns.
Above-Average Expense Ratio
The ETF charges a relatively high fee compared with many broad index funds, which slightly reduces the net return investors receive over time.

FCFY vs. SPDR S&P 500 ETF (SPY)

FCFY Summary

The First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) follows the S&P 500 Sector-Neutral FCF Index, focusing on large U.S. companies that generate strong, steady cash from their businesses. It holds well-known names like Qualcomm and Comcast, and spreads investments across many sectors, with a tilt toward technology. Someone might invest in this ETF to get diversified exposure to financially solid, established companies that may offer a mix of stability and growth. A key risk is that it is heavily exposed to U.S. stocks and tech, so its value can rise and fall sharply with the overall stock market and technology sector.
How much will it cost me?The expense ratio for the First Trust S&P 500 Diversified Free Cash Flow ETF (FCFY) is 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on selecting companies with strong free cash flow rather than simply tracking an index.
What would affect this ETF?The FCFY ETF, with its strong focus on large-cap U.S. companies and significant exposure to the technology sector, could benefit from continued innovation and growth in tech, as well as stable economic conditions that support consumer spending and corporate profitability. However, it may face challenges from rising interest rates, which can negatively impact growth-oriented sectors like technology, and potential regulatory changes targeting large-cap firms or specific industries. Broader economic downturns or reduced corporate free cash flow generation could also pose risks to the fund's performance.

FCFY Top 10 Holdings

FCFY’s story is all about cash-rich U.S. tech names setting the tone. NetApp and Workday have been rising, with NetApp in particular acting like a quiet engine for the fund, while Adobe’s recent rebound helps offset earlier weakness. HP is another steady contributor, adding some old-school tech ballast. On the flip side, GoDaddy has been lagging this year, and Comcast has lost some steam, modestly weighing on returns. Overall, the ETF leans heavily toward technology and communication services, with performance driven largely by U.S.-based digital and software players.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HP3.99%$61.23K$29.43B12.40%
61
Neutral
Centene3.73%$57.25K$33.12B115.84%
58
Neutral
Skyworks Solutions3.69%$56.63K$11.14B-1.38%
70
Outperform
NetApp3.17%$48.62K$36.45B50.74%
76
Outperform
Workday2.90%$44.44K$47.19B-15.14%
73
Outperform
GoDaddy2.83%$43.46K$12.83B-31.58%
60
Neutral
Comcast2.57%$39.44K$94.00B-21.32%
74
Outperform
Gen Digital2.54%$38.96K$18.35B4.00%
67
Neutral
Qualcomm2.53%$38.81K$177.22B9.72%
80
Outperform
Omnicom Group2.49%$38.25K$22.67B4.66%
73
Outperform

FCFY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.20
Positive
100DMA
28.20
Positive
200DMA
27.42
Positive
Market Momentum
MACD
0.25
Positive
RSI
49.16
Neutral
STOCH
4.19
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCFY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.32, equal to the 50-day MA of 29.20, and equal to the 200-day MA of 27.42, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 49.16 is Neutral, neither overbought nor oversold. The STOCH value of 4.19 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FCFY.

FCFY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.49M0.60%
71
Outperform
$91.90M1.00%
73
Outperform
$88.30M0.60%
71
Outperform
$87.26M0.09%
74
Outperform
$85.88M0.80%
67
Neutral
$80.11M0.93%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FCFY
First Trust S&P 500 Diversified Free Cash Flow ETF
29.91
3.13
11.69%
PRMR
PeakShares RMR Prime Equity ETF
ALTL
Pacer Lunt Large Cap Alternator ETF
SPXE
ProShares S&P 500 Ex-Energy ETF
FCUS
Pinnacle Focused Opportunities ETF
EGGQ
NestYield Visionary ETF
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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