FVC
First Trust Dorsey Wright Dynamic Focus 5 ETFFVC Fund Description
FVC tracks an index of global sector and industry ETFs, selected by price momentum and weighted equally. The fund can also allocate to cash in varying amounts based on momentum.
FVC Factset Analytics Insight
FVC is a momentum-based sector rotation ETF with a few twists. Its fund-of-funds structure pulls from a pool of First Trust sector and industry ETFs, both U.S. and global in scope. (Non-sector funds with “significant” sector overweights are also in bounds.) As such, the underlying ETFs use multi-factor stock selection and weighting, driven by growth and value factors. The ETFs themselves are selected by price momentum: The Dorsey Wright relative strength model picks the 5 ETFs with the strongest momentum and equally weights them. However, the momentum model also considers a cash index, and if a third of the ETFs in the universe start to fare worse than cash, the fund allocates to T-bills. The cash allocation can vary from 0 to 95%, although it caps any single move at the fortnightly rebalance to 33%.
FVC MSCI ESG Analytics Insight
First Trust Dorsey Wright Dynamic Focus 5 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.04 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 Dorsey Wright Dynamic Focus 5 ETF ranks in the 31st percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FVC Charts And Performance
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FVC Summary Data
FVC Portfolio Data
FVC Index Data
FVC Portfolio Management
FVC Tax Exposures
FVC Fund Structure
FVC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FVC. FVC is rated a N/A out of 5.
FVC Tradability
FVC Sector/Industry Breakdown
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FVC Top 10 Holdings
FVC Countries
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FVC Regions
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FVC Economic Development
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FVC Performance Statistics
FVC MSCI ESG Ratings
FVC Benchmark Comparison Summary
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FVC Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.