FSGS

First Trust SMID Growth Strength ETFFirst Trust
$29.79-0.19 (-0.65%)Close
AUM$28.5M
Expense Ratio0.61%
NAV$29.99
Holdings101
InceptionJun 20, 2017

Price Chart

Key Statistics

Previous Close

$29.98

Day Range

$29.79$29.86

52-Week Range

$24.56$32.08

Avg Volume

1.4K

Dividend Yield

1.30%

Expense Ratio

0.61%

AUM

$28.5M

Shares Outstanding

949.9K

Sector Breakdown

SectorWeight %
Technology20.79%
Industrials19.80%
Financial Services18.81%
Healthcare15.84%
Consumer Cyclical10.89%
Consumer Defensive5.94%
Energy2.97%
Basic Materials1.98%
Communication Services1.98%
Cash & Others0.99%

Country Allocation

CountryWeight %
United States96.01%
Ireland1.88%
Bermuda1.17%
Colombia0.86%
Other0.09%

Fund Information

Category
Technology
Subcategory
Growth
Inception Date
Jun 20, 2017
Exchange
NASDAQ
Description
The First Trust SMID Growth Strength ETF (the "Fund") seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an equity index called The SMID Growth Strength Index (the "Index"). The Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the Index.

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SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The First Trust SMID Growth Strength ETF (FSGS) is an exchange-traded fund issued by First Trust that launched on Jun 20, 2017. It currently manages $28.5M in assets under management. The fund charges an expense ratio of 0.61%. The fund holds 101 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 13.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1COKECoca-Cola Consolidated, Inc.1.47%2,023$420K
2YOUClear Secure, Inc. (Class A)1.37%8,511$390K
3LNTHLantheus Holdings, Inc.1.36%4,652$387K
4ATIATI Inc.1.36%2,433$387K
5LMATLeMaitre Vascular, Inc.1.32%3,437$375K
6MTZMasTec, Inc.1.32%1,251$375K
7FIXComfort Systems USA, Inc.1.31%269$372K
8LRNStride, Inc.1.29%4,336$367K
9TWTradeweb Markets Inc. (Class A)1.26%2,868$358K
10STRLSterling Infrastructure, Inc.1.25%866$356K
11WWDWoodward, Inc.1.24%915$353K
12ENSGThe Ensign Group, Inc.1.23%1,677$352K
13NSSCNapco Security Technologies, Inc.1.19%7,823$340K
14NYTThe New York Times Company (Class A)1.17%4,245$335K
15RNRRenaissanceRe Holdings Ltd.1.17%1,122$333K
Page 1 of 3

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.65%
1W
-5.24%
1M
-5.44%
3M
-5.84%
6M
-6.84%
YTD
-4.18%
1Y
+8.25%
3Y
-10.06%
5Y
-10.06%

Moving Averages

20-Day MA

$30.46

Below 20-Day MA
50-Day MA

$30.93

Below 50-Day MA
200-Day MA

$30.59

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.08

Current Price

$29.79

52-Week Low

$24.56

$24.56$32.08

Current Yield

1.30%

Annual Dividend

$0.3931

Frequency

4x/year

Last Ex-Date

Dec 13, 2024

Dividend History

Ex-DateAmountPay Date
Dec 13, 2024$0.3931Dec 31, 2024

Dividend Payments Over Time

Category Comparison

MetricFSGSTechnology(1413 ETFs)Growth(175 ETFs)
Fund Info
Expense Ratio0.61%0.67%0.74%
AUM$28.5M$6.78B$868.1M
Dividend Yield1.30%2.83%11.43%
Avg Volume1.4K1.1M253.9K
Holdings10120263
Performance
1-Month Return-5.44%-3.56%-4.20%
6-Month Return-6.38%+1.80%-3.42%
YTD Return-3.91%-1.20%-4.00%
1-Year Return+8.05%+18.42%+16.56%

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