FTCSFirst Trust Capital Strength ETF
FTCS 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. 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. The index undergoes quarterly reconstitution and rebalance. 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 6.92 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 72nd percentile within its peer group and in the 89th 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 Summary Data
FTCS Portfolio Data
FTCS Index 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 Sector/Industry Breakdown
FTCS Top 10 Holdings[View All]
FTCS Economic Development
FTCS Performance Statistics
FTCS MSCI ESG Ratings
FTCS Benchmark Comparison Summary
FTCS Benchmark Comparison Market Cap Size