FIRST TRUST (UK) Buy Hold or Sell Recommendation

QCLU
 Etf
  

USD 21.53  0.50  2.38%   

Assuming the 90 days trading horizon and your highly speculative risk level, our recommendation regarding FIRST TRUST GLOBAL is 'Hold'. Macroaxis provides FIRST TRUST buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding QCLU positions. The advice algorithm takes into account all of FIRST TRUST's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from FIRST TRUST's buy-and-hold perspective. Please see FIRST TRUST Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as FIRST and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards FIRST TRUST GLOBAL.

Execute FIRST TRUST Buy or Sell Advice

The FIRST recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on FIRST TRUST GLOBAL. Macroaxis does not own or have any residual interests in FIRST TRUST GLOBAL or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute FIRST TRUST's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell FIRST TRUSTBuy FIRST TRUST
Hold

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon FIRST TRUST GLOBAL has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.08), Total Risk Alpha of 0.1551 and Treynor Ratio of (0.29)
Our investment recommendation module complements current analysts and expert consensus on FIRST TRUST. It analyzes the entity potential to grow using all fundamental, technical, and market related data available now. Please confirm FIRST TRUST GLOBAL three year return, and the relationship between the one year return and net asset to decide if your FIRST TRUST GLOBAL buy or sell deciscion is justified.

FIRST TRUST Trading Alerts and Improvement Suggestions

FIRST TRUST GLOBAL generated a negative expected return over the last 90 days
FIRST TRUST GLOBAL has high historical volatility and very poor performance
FIRST TRUST GLOBAL is unlikely to experience financial distress in the next 2 years
The fund maintains 99.97% of its assets in stocks

FIRST TRUST Returns Distribution Density

The distribution of FIRST TRUST's historical returns is an attempt to chart the future uncertainty of FIRST TRUST's future price movements. The chart of the probability distribution of FIRST TRUST stock daily returns describes the distribution of returns around its average expected value. We use FIRST TRUST GLOBAL price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of FIRST TRUST returns is essential to provide solid investment advice for FIRST TRUST stock.
Mean Return-0.15Value At Risk-5
Potential Upside5.02Standard Deviation2.94
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of FIRST TRUST historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

FIRST TRUST Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to FIRST TRUST or First Trust Global Portfolios Management Limited sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that FIRST TRUST stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a FIRST stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.08
β
Beta against DOW0.55
σ
Overall volatility
3.04
Ir
Information ratio -0.0022

FIRST TRUST Volatility Alert

FIRST TRUST GLOBAL exhibits very low volatility with skewness of -0.25 and kurtosis of 0.45. However, we advise investors to further study FIRST TRUST GLOBAL technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure FIRST TRUST's etf risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact FIRST TRUST's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

FIRST TRUST Implied Volatility

FIRST TRUST's implied volatility exposes the market's sentiment of FIRST TRUST GLOBAL stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if FIRST TRUST's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that FIRST TRUST stock will not fluctuate a lot when FIRST TRUST's options are near their expiration.

FIRST TRUST Fundamentals Vs Peers

Comparing FIRST TRUST's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze FIRST TRUST's direct or indirect competition across all of the common fundamentals between FIRST TRUST and the related equities. This way, we can detect undervalued stocks with similar characteristics as FIRST TRUST or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of FIRST TRUST's fundamental indicators could also be used in its relative valuation, which is a method of valuing FIRST TRUST by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare FIRST TRUST to competition
FundamentalsFIRST TRUSTPeer Average
One Year Return22.80 %(0.97) %
Three Year Return0.50 %3.23 %
Net Asset14.47 M2.29 B
Equity Positions Weight99.97 %52.82 %

FIRST TRUST Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as FIRST . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.02
Day Median Price21.53
Day Typical Price21.53
Price Action Indicator0.25

About FIRST TRUST Buy or Sell Advice

When is the right time to buy or sell FIRST TRUST GLOBAL? Buying financial instruments such as FIRST Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although FIRST TRUST investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having FIRST TRUST in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Stores Thematic Idea Now

Stores
Stores Theme
Companies providing different types of retail and wholesale services. The Stores theme has 30 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Stores Theme or any other thematic opportunities.
View All  Next Launch Stores
Please see FIRST TRUST Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the FIRST TRUST GLOBAL information on this page should be used as a complementary analysis to other FIRST TRUST's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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When running FIRST TRUST GLOBAL price analysis, check to measure FIRST TRUST's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy FIRST TRUST is operating at the current time. Most of FIRST TRUST's value examination focuses on studying past and present price action to predict the probability of FIRST TRUST's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move FIRST TRUST's price. Additionally, you may evaluate how the addition of FIRST TRUST to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between FIRST TRUST's value and its price as these two are different measures arrived at by different means. Investors typically determine FIRST TRUST value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, FIRST TRUST's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.