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First Trust Cloud Computing ETF
1W: -1.1% 1M: -1.0% 3M: -17.0% YTD: -14.4% 1Y: +5.6% 3Y: +73.0% 5Y: +17.9%
$111.83
+1.50 (+1.36%)
After Hours: $109.00 (-2.83, -2.53%)
Weekly Expected Move ±3.4%
$99 $102 $106 $110 $113
ETF NASDAQ · AUM $2.4B
ETF-Level Metrics
AUM$2.4B
Holdings63
Top 10 Wt—%
Beta1.32
% Profitable69%
Coverage0%
Portfolio Valuation
P/E28.1
P/B7.5
P/S5.7
EV/EBITDA17.7
P/FCF42.4
PEG0.68
Profitability & Returns
Gross Margin56.3%
Net Margin19.9%
ROE29.1%
ROA13.7%
ROIC22.0%
Div Yield0.37%
Leverage & Liquidity
Debt/Equity0.45
Debt/Assets0.22
Net Debt/EBITDA0.2x
Interest Cov26.2x
Current Ratio1.26
Quick Ratio1.19
Growth (YoY)
Revenue+17.6%
Net Income+32.1%
EPS+33.3%
FCF+34.4%
EBITDA+35.2%
Rev CAGR 3Y+15.3%
Quality Scores
Piotroski F6.3
Altman Z7.90
IS Quality66.5
IS Overall59.1
IS Value33.5
Median P/E23.6

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 57 0.0% 13.7
Communication Services 3 0.0% 204.2
Healthcare 1 0.0% 31.5
Other 1 0.0%
Consumer Cyclical 1 0.0% 28.9

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRM Salesforce, Inc. 0.00% 4 Bullish 10 5 -4.2%
CSCO Cisco Systems, Inc. 0.00% 4 Bullish 5 6 +0.1%
PANW Palo Alto Networks, Inc. 0.00% 4 Bullish 2 2 +11.0%
IBM International Business Machines Corporation 0.00% 4 Bullish 10 8 +2.5%
Showing 50 of 63 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ServiceNow, Inc. NOW 0.00% $42.0M 329,202 60.6 $106.7B Technology
2 Open Text Corporation OTEX 0.00% $13.1M 530,018 13.0 $5.6B Technology
3 Salesforce, Inc. CRM 0.00% $41.7M 232,017 23.5 $175.4B Technology
4 HubSpot, Inc. HUBS 0.00% $40.5M 145,621 279.4 $12.9B Technology
5 Akamai Technologies, Inc. AKAM 0.00% $69.5M 796,683 37.6 $17.1B Technology
6 Lumen Technologies, Inc. LUMN 0.00% $69.3M 10,992,462 -4.0 $7.2B Communication Services
7 Fastly, Inc. (Class A) FSLY 0.00% $65.4M 2,492,389 -41.4 $5.1B Technology
8 Cisco Systems, Inc. CSCO 0.00% $60.3M 926,944 28.2 $312.2B Technology
9 MongoDB, Inc. MDB 0.00% $53.6M 268,222 -289.2 $20.3B Technology
10 Dell Technologies Inc. (Class C) DELL 0.00% $52.0M 401,120 19.1 $117.7B Technology
11 Hewlett Packard Enterprise Company HPE 0.00% $51.1M 2,445,787 -210.4 $32.7B Technology
12 NetApp, Inc. NTAP 0.00% $46.2M 479,468 16.9 $20.5B Technology
13 Twilio Inc. (Class A) TWLO 0.00% $45.6M 412,440 589.6 $19.9B Communication Services
14 Workiva Inc. WK 0.00% $42.2M 577,887 -129.5 $3.4B Technology
15 Adobe Incorporated ADBE 0.00% $40.2M 167,086 13.8 $99.0B Technology
16 Rubrik, Inc. (Class A) RBRK 0.00% $40.1M 771,629 -29.0 $10.4B Technology
17 Shopify Inc. (Class A) SHOP 0.00% $41.8M 337,173 124.8 $154.3B Technology
18 Applovin Corp. (Class A) APP 0.00% $39.4M 89,227 39.2 $130.6B Technology
19 ServiceTitan, Inc. (Class A) TTAN 0.00% $38.1M 598,583 -37.0 $6.0B Technology
20 Wix.com Ltd. WIX 0.00% $37.1M 372,580 88.9 $4.5B Technology
21 RingCentral, Inc. (Class A) RNG 0.00% $36.0M 983,850 75.0 $3.4B Technology
22 GitLab Inc. (Class A) GTLB 0.00% $35.4M 1,302,712 -66.9 $3.8B Technology
23 SAP SE (ADR) SAP 0.00% $24.2M 147,505 23.7 $200.2B Technology
24 Five9, Inc. FIVN 0.00% $18.8M 1,288,938 29.5 $1.2B Technology
25 Appian Corporation APPN 0.00% $16.7M 686,851 1466.5 $1.8B Technology
26 Datadog, Inc. (Class A) DDOG 0.00% $16.2M 111,430 392.0 $42.6B Technology
27 Klaviyo, Inc. (Class A) KVYO 0.00% $15.9M 624,293 -182.5 $5.8B Technology
28 BlackLine, Inc. BL 0.00% $15.5M 312,859 88.3 $2.2B Technology
29 Zoom Communications, Inc. (Class A) ZM 0.00% $15.6M 209,859 12.8 $24.4B Technology
30 CrowdStrike Holdings, Inc. (Class A) CRWD 0.00% $15.4M 35,017 -550.3 $101.2B Technology
31 Intuit Inc. INTU 0.00% $15.4M 28,117 27.2 $117.6B Technology
32 Palo Alto Networks, Inc. PANW 0.00% $15.3M 93,777 88.5 $111.2B Technology
33 DocuSign, Inc. DOCU 0.00% $15.3M 257,099 31.4 $9.4B Technology
34 Paylocity Holding Corporation PCTY 0.00% $15.2M 121,020 24.3 $5.8B Technology
35 Box, Inc. (Class A) BOX 0.00% $14.8M 603,580 33.9 $3.4B Technology
36 Arista Networks, Inc. ANET 0.00% $80.3M 818,632 45.4 $159.5B Technology
37 Elastic N.V. ESTC 0.00% $14.4M 252,798 -63.4 $5.2B Technology
38 Qualys, Inc. QLYS 0.00% $14.4M 126,586 16.0 $3.2B Technology
39 Paycom Software, Inc. PAYC 0.00% $14.3M 110,628 15.0 $6.8B Technology
40 Q2 Holdings, Inc. QTWO 0.00% $14.1M 247,190 57.4 $3.0B Technology
41 Toast, Inc. (Class A) TOST 0.00% $14.1M 521,490 45.5 $15.6B Technology
42 Veeva Systems Inc. (Class A) VEEV 0.00% $14.3M 74,201 31.5 $28.6B Healthcare
43 Snowflake Inc. (Class A) SNOW 0.00% $14.1M 70,968 -39.0 $52.5B Technology
44 Workday, Inc. (Class A) WDAY 0.00% $14.0M 82,691 49.9 $35.1B Technology
45 Zscaler, Inc. ZS 0.00% $14.0M 70,895 -327.2 $22.3B Technology
46 Dropbox, Inc. (Class A) DBX 0.00% $13.3M 596,714 11.5 $6.3B Technology
47 The Trade Desk, Inc. (Class A) TTD 0.00% $13.3M 450,703 23.9 $10.5B Technology
48 AppFolio, Inc. (Class A) APPF 0.00% $13.0M 78,105 40.1 $5.7B Technology
49 US Dollar Private $USD 0.00% $1.8M
50 Blackbaud, Inc. BLKB 0.00% $11.8M 316,241 15.5 $1.8B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms