FTCS
First Trust Capital Strength ETFFTCS Fund Description
FTCS tracks an equally weighted US large-cap equity index targeting companies with a strong cash balance, low long-term debt, and high return on equity.
FTCS Factset Analytics Insight
FTCS seeks to outperform the broader large-cap space by selecting companies based on their strength of their balance sheets, looking at cash balances, long-term debt ratios, and ROE. FTCS picks from a relatively narrow subset of the large-cap universe: the NASDAQ US benchmark, a 500-firm composite of NASDAQ-listed companies. Surprisingly, the portfolio shows only a moderate bias toward technology, instead heavily overweighting industrials, while financials are drastically underweighted. By design, FTCS will always struggle to reflect the broad large-cap market given its limited selection universe, but it fills a niche within a crowded segment.FTCS trades reasonably well, with manageable spreads. With a basket of US large-caps, underlying liquidity is ample for block trades. FTCS charges a reasonable fee for a specialist fund, but quarterly rebalances may be a drag on tracking, as the fund tends to lag its index by more than its fee.FTCS formerly tracked a large-cap value index and traded under the ticker FDV. The fund was rebranded in May 2013.
FTCS MSCI ESG Analytics Insight
First Trust Capital Strength ETF has an MSCI ESG Fund Rating of A based on a score of 6.12 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Capital Strength ETF ranks in the 71st percentile within its peer group and in the 87th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FTCS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FTCS Charts And Performance
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FTCS Portfolio Data
FTCS Portfolio Management
FTCS Tax Exposures
FTCS Fund Structure
FTCS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FTCS. FTCS is rated a 5 out of 5.
FTCS Tradability
FTCS Sector/Industry Breakdown
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FTCS Top 10 Holdings[View All]
FTCS Countries
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FTCS Regions
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FTCS Economic Development
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FTCS Performance Statistics
FTCS MSCI ESG Ratings
FTCS Benchmark Comparison Summary
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FTCS Benchmark Comparison Market Cap Size
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