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FAIFirst Trust Bloomberg Artificial Intelligence ETF

Grow my money1y track recordRanked #1,935 of 2,960 in this goal

Seeks investment results that correspond generally to the price and yield of the Bloomberg Artificial Intelligence Index.

By First Trust · Launched 2024

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$92M

#3,030 of 5,562 · mid-size

Return (1Y)Goal

+65.0%

Track Record

1 year

#3,952 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$16,489+64.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

Artificial Intelligence

Index tracked

Bloomberg Artificial Intelligence Index

What it actually holds

By weight

Concentration

Top 10 holdings = 61.8% of fundconcentrated

Alphabet Inc
9.9%
Amazon.com Inc
8.2%
Broadcom Inc
7.9%
NVIDIA Corp
7.7%
Microsoft Corp
7.3%
Advanced Micro Devices Inc
5.0%
TSMC
4.2%
ASML Holding NV
4.1%
Palantir Technologies Inc
4.0%
Meta Platforms Inc
3.6%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
82.2%
Communication
10.8%
Consumer Cyclical
7.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
27.0%High

Year-on-year price swings

Max drawdown
-27.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Bloomberg Artificial Intelligence Index.
Strategy
Invests primarily in securities that comprise the Bloomberg Artificial Intelligence Index using a full replication strategy. The Index tracks companies involved in AI solutions, selecting the top 50 based on revenue and theme assessments.
Inception date
November 20, 2024
Fund family
First Trust

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Thematic
Warning

Thematic ETF — launched after the rally

Thematic funds are typically launched after a theme has delivered its strong returns. Morningstar's 2024 Global Thematic Funds Landscape finds that only about 1 in 10 thematic funds have survived and beaten a broad global equity benchmark over the past 15 years — roughly 60% have been closed outright. The narrative is always compelling; the track record rarely is.

Source: Morningstar, 'Global Thematic Funds Landscape' (2024)

Why we flagged this: Narrow thematic name, launched in the last 3 years, $92M in assets (under our $500M threshold).

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19