XPND
First Trust Expanded Technology ETFXPND Fund Description
XPND actively invests in US stocks whose businesses are derived from or dependent on technology.
XPND Factset Analytics Insight
XPND aims to provide an expanded tech exposure in the US large-cap segment. Aside from holding conventional technology stocks, the fund may also include tech-dependent companies that are classified as communication services or consumer discretionary (particularly internet & direct marketing retail) under GICS. XPND holds approximately 50 companies that are selected using a quantitative model, which considers factors such as return on equity, momentum and free cash flow growth. The resulting portfolio is generally market-cap-weighted with weights typically ranging from 0.25% to 4.50%. Since XPND is actively managed, the fund adviser has the discretion to adjust portfolio weights and exclude certain securities. The portfolio is reconstituted and rebalanced quarterly.
XPND MSCI ESG Analytics Insight
First Trust Expanded Technology ETF has an MSCI ESG Fund Rating of undefined based on a score of 6.56 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 Expanded Technology ETF ranks in the 55th percentile within its peer group and in the 66th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XPND Summary Data
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XPND Portfolio Management
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XPND Fund Structure
XPND Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XPND. XPND is rated a N/A out of 5.
XPND Tradability
XPND Top 10 Holdings[View All]
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XPND Performance Statistics
XPND MSCI ESG Ratings
XPND Benchmark Comparison Summary
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XPND Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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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.