First Trust Expanded Technology ETF (XPND)
25.07
+0.32
(+1.28%)
USD |
NYSEARCA |
May 02, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | -0.11% | 17.57M | 2611.60 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.11% | 81.00% | 8.689M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it’s investment advisor as either information technology companies or financial companies and communication services companies whose operations are principally derived from and/or dependent upon technology ( “Expanded Technology Companies” ). The fund’s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Technology |
| Category Index | Morningstar US Tech TR USD |
| Global Category Name | Technology Sector Equity |
| YCharts Categorization | Technology Equity |
| YCharts Benchmark | S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR) |
| Prospectus Objective | Specialty - Technology |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 2.80 yrs |
| Daniel Lindquist | 2.80 yrs |
| David McGarel | 2.80 yrs |
| Erik Russo | 2.80 yrs |
| Jon Erickson | 2.80 yrs |
| Omar Sepulveda | 2.80 yrs |
| Roger Testin | 2.80 yrs |
| Stan Ueland | 2.80 yrs |
Performance Versus Category
As of May 02, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 02, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it’s investment advisor as either information technology companies or financial companies and communication services companies whose operations are principally derived from and/or dependent upon technology ( “Expanded Technology Companies” ). The fund’s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Technology |
| Category Index | Morningstar US Tech TR USD |
| Global Category Name | Technology Sector Equity |
| YCharts Categorization | Technology Equity |
| YCharts Benchmark | S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR) |
| Prospectus Objective | Specialty - Technology |
| Fund Owner Firm Name | First Trust Advisors L.P. |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Chris Peterson | 2.80 yrs |
| Daniel Lindquist | 2.80 yrs |
| David McGarel | 2.80 yrs |
| Erik Russo | 2.80 yrs |
| Jon Erickson | 2.80 yrs |
| Omar Sepulveda | 2.80 yrs |
| Roger Testin | 2.80 yrs |
| Stan Ueland | 2.80 yrs |