First Trust US Momentum UCITS ETF

The First Trust US Momentum UCITS ETF is an equity exchange-traded fund designed to provide exposure to US large-cap stocks exhibiting strong price momentum. The fund tracks the US Momentum iNDEX Index, which selects the 180 largest publicly traded US companies that demonstrate the most robust recent upward price trends, based on momentum factor criteria. Unique to this ETF is its combination of momentum-focused stock selection with built-in valuation checks, helping to avoid overvalued or excessively volatile stocks and thus offering a more balanced risk profile compared to pure momentum strategies. The ETF rebalances its holdings quarterly to ensure the portfolio continuously aligns with prevailing market trends and the underlying momentum investment approach. The fund utilizes full physical replication of the index and accumulates, rather than distributes, dividends. With a competitive total expense ratio of 0.60%, the First Trust US Momentum UCITS ETF plays a significant role for investors seeking efficient, diversified access to US momentum equities within a UCITS-compliant structure, reflecting both contemporary market opportunities and prudent risk management principles.