EKGFirst Trust Nasdaq Lux Digital Health Solutions ETF

Grow my money4y track recordRanked #2,616 of 2,960 in this goal

Seeks investment results that correspond generally to the price and yield of the Nasdaq Lux Health Tech Index.

By First Trust · Launched 2022

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$3M

#5,272 of 5,562 · small

Return (1Y)Goal

+2.4%

Track Record

4 years

#2,644 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,193+1.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Health care

Focus

Digital Health

Index tracked

Nasdaq Lux Health Tech TM Index

What it actually holds

By weight

Concentration

Top 10 holdings = 61.7% of fundconcentrated

Intuitive Surgical Inc

8.8%

IQVIA Holdings Inc

8.7%

Dexcom Inc

6.5%

ResMed Inc

6.4%

Exact Sciences Corp

6.4%

Veeva Systems Inc

6.1%

Guardant Health Inc

5.2%

Illumina Inc

4.8%

Natera Inc

4.8%

Hologic Inc

4.1%

Asset allocation

Stocks

100.0%

Cash

0.1%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

22.2%High

Year-on-year price swings

Max drawdown

-43.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.04Below average

Sortino (3Y)

-0.06Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks investment results that correspond generally to the price and yield of the Nasdaq Lux Health Tech Index.
Strategy: Invests at least 80% of net assets in securities that comprise the Nasdaq Lux Health Tech Index. The Fund attempts to replicate the Index's performance using an indexing investment approach.
Inception date: March 22, 2022
Fund family: First Trust