| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 17,017 | $587,910.25 | $695,995.3 | $108,085.05 | 18.38% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 200 | $6,966 | $8,194 | $1,228 | 17.63% |
Craig Kurth PCG Wealth Advisors LLC | 15,068 | $503,585.4 | $617,335.96 | $113,750.56 | 22.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 81 | $2,877.96 | $3,256.68 | $378.72 | 13.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,825 | $64,439.25 | $73,949 | $9,509.75 | 14.76% |
| NASDAQ (NMS) Exchange | US Country |
The fund is positioned within the financial sector, specifically focusing on investment in exchange-traded funds (ETFs). It aims to maximize returns by allocating at least 80% of its net assets into a select group of ETFs. These ETFs are chosen based on their potential to outperform other sector and industry-based ETFs within the First Trust portfolio, combined with meeting specific trading volume and liquidity criteria. This strategy is directed towards investors seeking targeted exposure to the most promising segments within First Trust's range of sector and industry ETFs.
The primary service offered includes investing in ETFs that focus on specific sectors and industries. These selections are made from the First Trust family, emphasizing ETFs believed to have the highest potential to surpass their counterparts. The selection process integrates a strategic analysis of performance potential alongside liquidity and trading volume considerations, ensuring that the investments are both promising and practical.
To achieve superior returns, the fund implements a targeted exposure strategy. This involves selecting the top five First Trust sector and industry-based ETFs, identified through a meticulous evaluation process. The criteria for this process include not only the potential to outperform but also the fulfillment of specific trading volume and liquidity requirements, thereby balancing opportunity with investment security.