FAI

First Trust$54.45+0.69 (+1.28%)
AUM $188.6MER 0.65%NAV $54.66Holdings

Price Chart

Key Statistics

Previous Close

$53.76

Day Range

$54.30$54.60

52-Week Range

$35.54$57.82

Avg Volume

31.0K

Dividend Yield

Expense Ratio

0.65%

AUM

$188.6M

Shares Outstanding

2.8M

Country Allocation

CountryWeight %
United States84.75%
Taiwan (Province of China)5.38%
Netherlands4.68%
Korea (the Republic of)3.16%
Canada1.18%
Australia0.51%
Japan0.23%
Other0.09%

Fund Information

Inception Date
Nov 20, 2024
Exchange
NYSE_ARCA
Description
FAI follows an index of global companies that develop or facilitate artificial intelligence solutions. These AI solutions include deep learning, machine learning, natural language processing, and image and speech recognition. From its initial universe consisting of the broad US equity market space, securities are screened to identify those in the AI ecosystem through a revenue and theme assessment using fundamental data. Companies are then assigned a tier depending on the combined assessments. Those with the highest revenue derived from, and exposure to the AI theme, based on combined assessment score, are assigned into the gold tier. Within the gold tier, companies are then screened to belong to one of five exposure categories. The top 50 securities with a revenue assessment of 1 are finally selected for inclusion by size order. Constituents are then market-cap weighted with the top 5 securities capped at 8% and the rest at 4%. The Index is rebalanced and reconstituted quarterly.

The First Trust Exchange-Traded Fund II - First Trust Bloomberg Artificial Intelligence ETF (FAI) is an exchange-traded fund issued by First Trust that launched on Nov 20, 2024. It currently manages $188.6M in assets under management. The fund charges an expense ratio of 0.65%.

Top 10 holdings represent 61.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1MSFTMicrosoft Corporation9.62%36,239$17.8M
2NVDANVIDIA Corporation8.55%72,630$15.9M
3AMZNAmazon.com, Inc.7.92%58,313$14.7M
4AVGOBroadcom Inc.7.64%39,258$14.2M
5GOOGLAlphabet Inc. (Class A)7.05%39,317$13.1M
6PLTRPalantir Technologies Inc. (Class A)4.89%54,721$9.1M
7METAMeta Platforms, Inc. (Class A)4.22%12,138$7.8M
8ORCLOracle Corporation4.16%50,441$7.7M
92330.TWTaiwan Semiconductor Manufacturing Company Ltd.3.82%92,465$7.1M
10MUMicron Technology, Inc.3.82%7,252$7.1M
11AMDAdvanced Micro Devices, Inc.3.71%13,663$6.9M
12ASML.ASASML Holding N.V.3.45%3,783$6.4M
13000660.KSSK Hynix Inc.3.16%4,472$5.9M
14MRVLMarvell Technology, Inc.3.03%24,801$5.6M
15NOWServiceNow, Inc.2.07%29,276$3.8M

Detailed Returns

PeriodReturnETF
1D
+1.28%
1W
-0.71%
1M
-2.36%
3M
-0.95%
6M
+37.55%
YTD
+31.62%
1Y
+40.55%
3Y
+80.20%
5Y
+80.20%

Moving Averages

20-Day MA

$54.08

Above 20-Day MA
50-Day MA

$52.66

Above 50-Day MA
200-Day MA

$46.13

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$57.82

Current Price

$54.45

52-Week Low

$35.54

$35.54$57.82

Current Yield

Annual Dividend

$0.0120

Frequency

4x/year

Last Ex-Date

Dec 13, 2024

Dividend History

Ex-DateAmountPay Date
Dec 13, 2024$0.0120Dec 31, 2024

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

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