FTLS vs. BCHP ETF Comparison

Comparison of First Trust Long/Short Equity (FTLS) to Principal Focused Blue Chip ETF (BCHP)
FTLS

First Trust Long/Short Equity

FTLS Description

The investment seeks to provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's assets (plus the amount of any borrowing for investment purposes) will be exposed to U.S. exchange-listed equity securities of U.S. and foreign companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$65.63

Average Daily Volume

127,223

Number of Holdings *

384

* may have additional holdings in another (foreign) market
BCHP

Principal Focused Blue Chip ETF

BCHP Description Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$34.14

Average Daily Volume

5,829

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period FTLS BCHP
30 Days 2.15% 4.02%
60 Days 3.89% 2.86%
90 Days 3.71% 6.47%
12 Months 20.58% 24.29%
7 Overlapping Holdings
Symbol Grade Weight in FTLS Weight in BCHP Overlap
AMZN C 2.74% 11.66% 2.74%
CDNS B -0.69% 1.91% -0.69%
GOOG C 1.17% 11.03% 1.17%
MSFT F 4.45% 13.49% 4.45%
NFLX A -0.15% 3.18% -0.15%
SCHW B 2.26% 2.13% 2.13%
TMO F -0.03% 2.27% -0.03%
FTLS Overweight 377 Positions Relative to BCHP
Symbol Grade Weight
AAPL C 7.44%
NVDA C 4.84%
TMUS B 2.32%
C A 2.18%
LOW D 2.16%
ACN C 2.11%
PM B 1.92%
QCOM F 1.88%
JNJ D 1.85%
META D 1.77%
FDX B 1.69%
PH A 1.64%
CME A 1.57%
MO A 1.51%
VLO C 1.43%
GOOGL C 1.4%
MPC D 1.37%
USB A 1.35%
KMI A 1.23%
LNG B 1.19%
CL D 1.17%
BRK.A B 1.13%
ILMN D 1.13%
CTAS B 1.09%
AVGO D 1.06%
TRV B 1.05%
TFC A 1.02%
FIS C 1.0%
HPQ B 1.0%
HWM A 0.97%
JPM A 0.93%
ALL A 0.88%
LLY F 0.84%
SYY B 0.83%
FANG D 0.83%
SYF B 0.79%
NTAP C 0.75%
PBR C 0.73%
JBL B 0.73%
TWLO A 0.72%
AFL B 0.7%
RL B 0.67%
EAT A 0.65%
TOL B 0.65%
CSL C 0.6%
PNR A 0.56%
CF B 0.55%
NVR D 0.55%
INSM C 0.54%
VLTO D 0.49%
BJ A 0.47%
MAS D 0.46%
GEN B 0.45%
VRSN F 0.45%
OKTA C 0.45%
CROX D 0.44%
ZIM C 0.44%
FLEX A 0.44%
NTRS A 0.42%
GL B 0.41%
NVS D 0.41%
FFIV B 0.4%
VICI C 0.4%
PENN C 0.4%
SWK D 0.4%
CAG D 0.38%
DBX B 0.36%
EXP A 0.35%
CRS A 0.34%
SNA A 0.33%
TKO B 0.32%
WRB A 0.32%
JAZZ B 0.31%
LPX B 0.31%
TTC D 0.31%
AYI B 0.29%
CCK C 0.29%
ALLY C 0.29%
PI D 0.27%
ASO F 0.27%
SPYV A 0.26%
SCHV A 0.26%
IWD A 0.26%
EWBC A 0.25%
CNK B 0.24%
RPRX D 0.23%
KNSL B 0.22%
AIZ A 0.22%
SAM C 0.21%
WHD B 0.21%
ALSN B 0.2%
MGY A 0.2%
MSM C 0.2%
COLB A 0.19%
UHS D 0.19%
HRB D 0.19%
EXEL B 0.19%
THO B 0.18%
PNFP B 0.17%
ALKS B 0.17%
GLBE B 0.17%
ADMA B 0.17%
CALM A 0.16%
UMBF B 0.16%
STNG F 0.16%
TWST D 0.16%
SFM A 0.16%
ORI A 0.15%
MATX C 0.15%
PRI A 0.15%
CRC B 0.15%
SKYW B 0.15%
GM B 0.14%
AXS A 0.14%
CSWI A 0.13%
PAA B 0.13%
GMS B 0.13%
CBSH A 0.13%
CBT C 0.13%
LEG F 0.13%
LOGI D 0.13%
GFF A 0.13%
BFH B 0.13%
SIGI C 0.13%
FTDR A 0.12%
SMPL B 0.12%
ZWS B 0.12%
VRNA B 0.12%
MTG C 0.12%
TCBI B 0.11%
AM A 0.11%
ENLC A 0.11%
HESM B 0.11%
OPCH D 0.11%
PPC C 0.11%
BFAM D 0.11%
WGO C 0.11%
KRG B 0.11%
TBBK B 0.1%
LOPE B 0.1%
THG A 0.1%
MMS F 0.1%
ABM B 0.1%
NSA D 0.1%
ESNT D 0.09%
KFY B 0.09%
PRGS A 0.09%
DBRG F 0.09%
CARG C 0.09%
VCYT B 0.09%
CUBI C 0.09%
LCII C 0.09%
YOU D 0.09%
GRBK D 0.09%
EXTR B 0.09%
GBCI B 0.09%
LANC C 0.08%
UBSI B 0.08%
RDFN D 0.08%
TXG F 0.08%
EPR D 0.08%
KMPR B 0.08%
BOH B 0.08%
FOLD F 0.08%
RLI B 0.08%
PAYO A 0.08%
NMIH D 0.07%
EBC B 0.07%
BCRX D 0.07%
FHB A 0.07%
PBH A 0.07%
PLXS B 0.07%
WMB A 0.07%
REVG B 0.07%
AVNT B 0.07%
HAYW B 0.07%
AZZ B 0.07%
ICFI F 0.06%
ADUS D 0.06%
WFG D 0.06%
BRC D 0.06%
OTEX D 0.06%
PLMR B 0.06%
AUB B 0.06%
ROIC A 0.06%
SUPN C 0.06%
MQ F 0.06%
COLL F 0.05%
TRMD F 0.05%
GSL F 0.05%
AMPH D 0.05%
CDNA D 0.04%
MYGN F 0.04%
VSAT F -0.01%
VIST A -0.02%
CBU B -0.02%
AMRK F -0.02%
GPRE F -0.02%
RXST F -0.02%
DNB B -0.02%
COTY F -0.02%
HLN D -0.02%
KD B -0.02%
RIVN F -0.02%
SAIA B -0.02%
FRO F -0.02%
HON B -0.02%
LKFN B -0.02%
COHR B -0.02%
UWMC D -0.02%
WOLF F -0.02%
AER B -0.02%
IBOC A -0.02%
NVEE F -0.02%
EA A -0.02%
CVX A -0.02%
RUN F -0.02%
ENS D -0.02%
ARM D -0.02%
FSLR F -0.02%
ASPN F -0.02%
OSK B -0.03%
BE B -0.03%
UTZ D -0.03%
HHH B -0.03%
PRCT B -0.03%
WMT A -0.03%
PAR B -0.03%
ICHR C -0.03%
CNNE B -0.03%
GE D -0.03%
GKOS B -0.03%
BVN F -0.03%
BURL A -0.03%
SDGR C -0.03%
NEOG F -0.03%
OSIS B -0.03%
NWSA B -0.03%
RDY F -0.03%
CLH B -0.03%
PSMT C -0.03%
ARLO C -0.03%
AMRC F -0.03%
AZTA D -0.03%
DIOD D -0.03%
SLGN A -0.03%
FAST B -0.03%
BIRK D -0.03%
AMD F -0.03%
STZ D -0.04%
CTRA B -0.04%
GATX A -0.04%
ATEC C -0.04%
CFLT B -0.04%
EQT B -0.04%
ERJ B -0.04%
AMAT F -0.04%
APO B -0.04%
FFIN B -0.04%
TFIN A -0.04%
MARA C -0.04%
IRTC D -0.04%
CRDO B -0.04%
APPN B -0.04%
ENR B -0.04%
RCL A -0.04%
RH B -0.04%
ALB C -0.04%
LMND B -0.05%
SOFI A -0.05%
AEO F -0.05%
ACVA B -0.05%
ACIW B -0.05%
VRRM D -0.05%
UPST B -0.05%
LYFT C -0.05%
DLB B -0.06%
CDW F -0.06%
COP C -0.06%
TTD B -0.06%
ZD C -0.06%
WST C -0.06%
MSA D -0.06%
VAL D -0.06%
VNT B -0.07%
KTOS B -0.07%
MMYT B -0.07%
BA F -0.07%
MUFG B -0.07%
SSB B -0.07%
SE B -0.07%
AVY D -0.07%
IDCC A -0.07%
AVAV D -0.07%
HCA F -0.07%
MAT D -0.08%
CCOI B -0.08%
NSIT F -0.08%
NXPI D -0.08%
R B -0.09%
TRMB B -0.09%
DY D -0.09%
STM F -0.1%
GPC D -0.1%
VVV F -0.1%
ING F -0.1%
HII D -0.11%
ARGX A -0.11%
HAE C -0.11%
KEYS A -0.12%
SLB C -0.12%
HQY B -0.13%
BKR B -0.13%
STE F -0.13%
ABT B -0.14%
PKG A -0.15%
TM D -0.15%
ASX D -0.15%
INTC D -0.15%
IPG D -0.16%
MU D -0.16%
INFY B -0.16%
GSK F -0.16%
VMC B -0.16%
SYK C -0.17%
EFX F -0.19%
URI B -0.2%
GWRE A -0.2%
BWXT B -0.2%
FMX F -0.2%
HSBC B -0.21%
PCAR B -0.22%
DEO F -0.22%
CCEP C -0.23%
PANW C -0.25%
KR B -0.25%
TYL B -0.25%
GEHC F -0.26%
PG A -0.26%
SAP B -0.27%
OMC C -0.27%
NSC B -0.27%
BABA D -0.28%
SNPS B -0.29%
MMM D -0.3%
WAT B -0.3%
UL D -0.3%
LMT D -0.32%
ISRG A -0.32%
TSLA B -0.32%
MDLZ F -0.33%
TTWO A -0.33%
NOW A -0.35%
CMI A -0.36%
ZBH C -0.36%
TXN C -0.36%
BK A -0.37%
HDB C -0.38%
UNH C -0.4%
MCD D -0.41%
ASML F -0.41%
ORCL B -0.41%
MSI B -0.43%
XOM B -0.45%
MLM B -0.46%
WM A -0.47%
DE A -0.48%
PNC B -0.51%
GD F -0.52%
VRSK A -0.55%
PAYX C -0.57%
PEP F -0.57%
ETN A -0.58%
LIN D -0.59%
CMCSA B -0.65%
APD A -0.7%
DIS B -0.73%
FTLS Underweight 15 Positions Relative to BCHP
Symbol Grade Weight
MA C -7.07%
TDG D -4.9%
PGR A -4.88%
V A -4.79%
DHR F -4.47%
INTU C -3.69%
ADBE C -3.24%
HLT A -3.0%
CSGP D -2.67%
ROP B -2.57%
ORLY B -2.39%
ZTS D -2.35%
CPRT A -2.07%
AMT D -1.0%
APH A -0.0%
Compare ETFs