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First TrustFinancialFTXO · Nasdaq

First Trust Nasdaq Bank ETF (FTXO)

Price
$42.21
11 Sept 2026
Assets
$294.4M
Total net assets
Expense ratio
0.60%
Category 1.46%
Yield
1.75%
Trailing distributions
3Y CAGR
28.7%+10.6%
Category 18.1%
5Y CAGR
9.0%+0.2%
Category 8.8%
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First Trust Nasdaq Bank ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.2%+3.5%+23.3%+12.6%+19.8%+28.7%+9.0%+10.2%
Financial average-2.2%5.9%16.4%5.7%5.9%18.1%8.8%10.8%9.0%
Difference-1.1%-2.3%+6.9%+7.0%+13.9%+10.6%+0.2%+1.2%

Holdings

The 10 largest positions make up 60.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
BACBank of America Corp8.91%
CCitigroup Inc8.56%
JPMJPMorgan Chase & Co8.50%
WFCWells Fargo & Co7.60%
TFCTruist Financial Corp7.21%
PNCPNC Financial Services Group Inc4.05%
USBU.S. Bancorp4.04%
CFGCitizens Financial Group Inc3.95%
MTBM&T Bank Corp3.87%
FCNCAFirst Citizens BancShares Inc Class A3.39%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
12.8
P/B
1.4
P/S
3.5
P/CF

Sector allocation

Share of the equity the fund holds.

100.0%Financial services1 sectors
  1. Financial services100.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
First Trust
Category
Equity · Financial
Ticker
FTXO
Exchange
Nasdaq
Inception
20 Sept 2016 (10.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 1.46%)
Holdings turnover
49% (category 42%)
Distribution yield
1.75%
Beta, 3 years
1.03
Total net assets
$294.4M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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