LEGR - ETF AI Analysis
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First Trust Indxx Innovative Transaction & Process ETF (LEGR)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing positive momentum for investors.
Leading Semiconductor and Tech Holdings
Top positions in major chip and technology companies have generally shown strong performance, helping drive the fund’s returns.
Broad Global and Sector Diversification
Holdings spread across multiple countries and sectors, with meaningful exposure to both financials and technology, help reduce reliance on any single market or industry.
Negative Factors
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slightly reduce the net return investors receive over time.
Concentration in Financials and Technology
A large portion of the portfolio is focused in financial and tech stocks, which increases sensitivity to downturns in these areas.
Mixed Performance Among Top Holdings
While several major positions have performed well, at least one notable holding has been weak, which can drag on overall results.
LEGR vs. SPDR S&P 500 ETF (SPY)
AUM126.51M
RegionGlobal
Expense Ratio0.65%
Beta0.86
IssuerFirst Trust
Inception DateJan 24, 2018
Dividend Yield1.85%
Asset ClassEquity
Index TrackedIndxx Blockchain Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,566
30 Day Avg. Volume1,804
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
77.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering98
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LEGR Summary
LEGR is an exchange-traded fund that follows the Indxx Blockchain Index, focusing on companies using or supporting blockchain technology. It holds a mix of financial and tech firms from around the world, including well-known names like Amazon, Intel, and PayPal. Investors might consider LEGR if they want growth potential from the spread of blockchain across areas like payments, data security, and supply chains, while still getting diversification across many companies and countries. A key risk is that blockchain is a young, fast-changing sector, so the ETF’s price can be volatile and may go up and down more than the overall market.
How much will it cost me?The expense ratio for the First Trust Indxx Innovative Transaction & Process ETF (LEGR) is 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a specialized theme, blockchain technology, which requires more research and expertise.
What would affect this ETF?The LEGR ETF, focused on blockchain technology, could benefit from increasing adoption of blockchain across industries like finance and technology, as well as growing interest in digital transformation trends globally. However, it may face challenges from regulatory uncertainty around blockchain and cryptocurrency, as well as potential economic slowdowns that could impact technology and financial sectors, which make up a significant portion of its holdings.
LEGR Top 10 Holdings
LEGR’s story is less about flashy crypto names and more about traditional banks quietly powering the blockchain theme. Chinese lenders like Bank of China and Bank of Communications are rising and helping to pull the fund higher, while Postal Savings Bank of China and ANZ Group add steady, income-friendly ballast. On the tech side, Meta has been climbing, but Workday’s mixed, recently lagging performance is a mild drag. With a clear tilt toward global financials and a sprinkling of U.S. tech, the fund is globally diversified but thematically anchored in blockchain-enabled finance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 1.32% | $1.68M | $1.83T | 1.90% | 76 Outperform | |
| Cisco Systems | 1.31% | $1.66M | $466.76B | 74.26% | 77 Outperform | |
| Walmart | 1.25% | $1.59M | $883.42B | 9.34% | 78 Outperform | |
| Tesla | 1.25% | $1.59M | $1.51T | -7.45% | 73 Outperform | |
| Bank of Communications Co | 1.23% | $1.57M | HK$798.71B | 25.29% | 76 Outperform | |
| Bank of China | 1.22% | $1.54M | HK$2.36T | 46.15% | 77 Outperform | |
| CME Group | 1.21% | $1.54M | $100.88B | 3.36% | 74 Outperform | |
| Iberdrola | 1.21% | $1.54M | €140.20B | 28.61% | 67 Neutral | |
| Hdfc Bank | 1.21% | $1.54M | $114.06B | -36.01% | 73 Outperform | |
| BlackRock | 1.21% | $1.53M | $175.86B | -4.41% | 77 Outperform |
LEGR Technical Analysis
Neutral
―
Price Trends
66.17
Negative
65.27
Negative
62.65
Positive
Market Momentum
-0.34
Positive
44.57
Neutral
33.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LEGR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 65.67, equal to the 50-day MA of 66.17, and equal to the 200-day MA of 62.65, indicating a neutral trend. The MACD of -0.34 indicates Positive momentum. The RSI at 44.57 is Neutral, neither overbought nor oversold. The STOCH value of 33.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LEGR.
LEGR Peer Comparison
Comparison Results
Performance Comparison
LEGR
First Trust Indxx Innovative Transaction & Process ETF
65.27
9.77
17.60%
IVES
Dan IVES Wedbush AI Revolution ETF
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―
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GII
SPDR S&P Global Infrastructure ETF
―
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TAN
Invesco Solar ETF
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―
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF
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―
―
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
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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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