First TrustUS Stock StylesLarge Cap#30 of 701 by YTD

First Trust Nasdaq Lux Digital Health Solutions ETFEKG

1D 1M 3M YTD 1Y 3Y5YMAX

S&P 500 Bucket avg Compare

$23.25−5.3%

−$1.29 · Nov 5 close

Buy

AUM: $9M
Fee: 0.65%
Yield: 0.0%

Bumpy · 1Y: 1.9×S&P
Volume: 2K
NAV: $22.66

What's insideAll 52 →

ISRG 9.4%NTRA 8.6%VEEV 8.2%IQV 7.7%

52-week range7% below the high

$15.71$25.07

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	−5.3%	+1.4%	+12.6%	+22.4%	+25.9%	+89.2%	—	+15.4%
Peer average	+0.2%	−3.8%	−4.4%	+8.6%	+10.0%	+68.2%	+53.7%	—
S&P 500 · VOO	+0.3%	−5.0%	−4.6%	+8.7%	+9.8%	+80.8%	+71.8%	—

EKG in One Breath

EKG Among Large Cap ETFs

YTD

#1NRGUREX Microsectors+172.8%$71.4M

#2MAKXProShares+33.0%$4.9M

#3SMRIBushido+30.3%$698M

#4RSSYReturn Stacked+29.3%$97.1M

#5FLOWGlobal X+26.9%$36.5M

#6LSAFLeader Shares+25.8%$132M

#7CSDInvesco+25.2%$204M

#8IGEiShares+24.3%$807M

#11EKGFirst Trust+22.4%$9.1M

End-of-day Nov 8, 2026 · 263 Large cap ETFs by YTD

$10,000 in EKG

$10,000 in EKG became

$11,538

In the S&P 500 (VOO)

$17,340

Total return, dividends in · Mar 24, 2022 – Nov 5, 2026 · S&P 500 uses VOO

EKG’s Top Holdings

Today

ISRGIntuitive Surgical9.4%NTRA8.6%VEEV8.2%IQV7.7%DXCM7.0%RMD3.8%ILMN3.7%GH3.7%QGEN3.6%GMED3.5%PODD3.3%ALGN3.0%OSCR2.9%TEM2.8%HNGE2.5%TWST1.8%GRAL1.7%HIMS1.7%TXG1.6%ADPT1.4%CDNA1.3%DOCS1.3%29 more

ISRGIntuitive Surgical9.4%NTRA8.6%VEEV8.2%IQV7.7%DXCM7.0%RMD3.8%ILMN3.7%GH3.7%QGEN3.6%GMED3.5%PODDALGN39 more

Medical - DiagnosticsMedical - DevicesMedical - InstrumentsMedical - Healthcare Information ServicesSoftware - ApplicationBiotechnologyOther

First Trust EKG · 51 holdings · tile size = share of the fund · as of Nov 6, 2026

What EKG Holds

Today

Medical - Diagnostics & Research32.8%

NTRA 8.6 · IQV 7.7 · ILMN 3.7 · GH 3.7 · QGEN 3.6 · GRAL 1.7 · CDNA 1.3

Medical - Devices21.6%

DXCM 7.0 · GMED 3.5 · PODD 3.3 · ALGN 3.0 · IRTC 1.2 · ESTA · TMDX

Medical - Instruments & Supplies13.4%

ISRG 9.4 · RMD 3.8 · KMTS

Medical - Healthcare Information Services11.0%

TEM 2.8 · HNGE 2.5 · DOCS 1.3 · HTFL 1.3 · WAY · PRVA · TDOC

Software - Application8.7%

VEEV 8.2 · SDGR

Biotechnology5.8%

TWST 1.8 · TXG 1.6 · ADPT 1.4 · CAI 1.0

Medical - Healthcare Plans3.6%

OSCR 2.9 · PGNY

First Trust EKG · share of the fund by industry · as of Nov 6, 2026

Intuitive’s Share of EKG

Today

9.4%

$94 of every $1,000 in EKG is Intuitive

Intuitive held by EKG

$854K

Most Intuitive per dollar

IHI15.0%

BOTZ11.0%

EKG9.4%

AGIQ7.0%

First Trust EKG · each square = $10 of $1,000 · as of Nov 6, 2026

EKG’s Share of Large Cap ETFs

Today

0.0%

of the $833B in 308 Large cap ETFs

EKG$9.1M0.0%

DFAC$85.6B10.3%

IWB$46.6B5.6%

305 others$701B84.1%

Large cap ETF AUM · Nov 8, 2026

EKG Fee per $100 vs Peers

Today

$0.65a year
per $100

$65 a year on $10,000

SCHB$0.03

IWB$0.15

DIA$0.16

DCOR$0.17

DFAC$0.21

EKG$0.65

Expense ratio · Large cap peers · Nov 8, 2026

Inside EKG

51 holdings · as of Nov 6, 2026

EKG

First Trust Nasdaq Lux Digital Health Solutions ETF

Today

Medical - Diagnostics32.8%NTRA8.6%IQV7.7%ILMN3.7%GH3.7%QGEN3.6%GRALCDNABLLNWGSVCYTMedical - Devices21.6%DXCM7.0%GMED3.5%PODD3.3%ALGN3.0%IRTCESTATMDXINSPBFLYATECMedical - Instruments13.4%ISRG9.4%RMDMedical - Healthcare Information Services11.0%TEM2.8%HNGE2.5%DOCSHTFLWAYPRVATDOCSoftware - Application8.7%VEEV8.2%Biotechnology5.8%TWSTTXGADPTCAIMedical - Healthcare Plans3.6%OSCR2.9%Medical - Care Facilities2.6%HIMSLFSTCTKB

Medical - Diagnostics32.8%NTRA8.6%IQV7.7%ILMNGH QGEN3.6%GRAL5 moreMedical - Devices21.6%DXCM7.0%GMEDPODD3.3%ALGNIRTC8 moreMedical - Instruments13.4%ISRG9.4%RMDMedical - Healthcare Information Services11.0%TEMHNGEDOCSHTFLSoftware - Application8.7%VEEV8.2%Biotechnology5.8%TWSTTXGADPTCAIOSCRHIMSLFST

#	Ticker	Company	Weight ▼
1	ISRG	Intuitive Surgical	9.42%
2	NTRA	Natera	8.56%
3	VEEV	Veeva Systems ()	8.21%
4	IQV	Iqvia	7.68%
5	DXCM	DexCom	7.03%
6	RMD	ResMed	3.77%
7	ILMN	Illumina	3.68%
8	GH	Guardant Health	3.65%
9	QGEN	Qiagen	3.61%
10	GMED	Globus Medical, ()	3.51%

See all 52 holdings ↓

Medical - DiagnosticsMedical - DevicesMedical - InstrumentsMedical - Healthcare Information ServicesSoftware - ApplicationBiotechnologyMedical - Healthcare PlansMedical - Care FacilitiesMedical - SpecialtiesMedical - EquipmentOther

First Trust EKG · current holdings by weight · as of Nov 6, 2026 · each tile is one holding · top 20 = 81.9%

All EKG Holdings

52 holdings · as of Nov 6, 2026

EKG

EKG’s Holdings

Today

#
1	ISRGIntuitive Surgical	Healthcare	9.42%	$942.17	1,872	$877K
2	NTRANatera	Healthcare	8.56%	$856.16	2,191	$797K
3	VEEVVeeva Systems ()	Technology	8.21%	$821.47	2,466	$765K
4	IQVIqvia	Healthcare	7.68%	$767.69	2,698	$715K
5	DXCMDexCom	Healthcare	7.03%	$702.70	7,745	$654K
6	RMDResMed	Healthcare	3.77%	$376.87	1,466	$351K
7	ILMNIllumina	Healthcare	3.68%	$368.45	1,649	$343K
8	GHGuardant Health	Healthcare	3.65%	$365.40	2,217	$340K
9	QGENQiagen	Healthcare	3.61%	$361.08	6,609	$336K
10	GMEDGlobus Medical, ()	Healthcare	3.51%	$351.43	4,017	$327K
11	PODDInsulet	Healthcare	3.26%	$326.19	1,945	$304K
12	ALGNAlign Technology	Healthcare	3.01%	$301.31	1,760	$280K
13	OSCROscar Health, ()	Healthcare	2.95%	$294.80	8,271	$274K
14	TEMTempus AI, ()	Healthcare	2.82%	$281.60	3,722	$262K
15	HNGEHinge Health, ()	Healthcare	2.51%	$251.05	2,015	$234K

First Trust EKG · every reported holding · per $10,000 = dollars of each holding in a $10,000 stake · as of Nov 6, 2026

How It Compares

EKG

First Trust Nasdaq Lux Digital Health Solutions ETF’s Peers

YTD


DFAC	DimensionalRead Desk	0.21%	+11.4%	+13.8%	$85.6B
IWB	iSharesRead Desk	0.15%	+8.5%	+9.6%	$46.6B
DIA	SPDRRead Desk	0.16%	+7.8%	+9.9%	$45.3B
DCOR	DimensionalRead Desk	0.17%	+11.5%	+13.4%	$43.9B
SCHB	SchwabRead Desk	0.03%	+8.8%	+9.7%	$43.2B
EKG	First TrustThis fundRead Desk	0.65%	+22.4%	+25.9%	$9M

Large cap peers · YTD and past-year returns · as of Nov 8, 2026 · sorted by AUM

Head to Head

Put EKG head to head with DFAC →

DFAC vs EKG

YTD

DFACDimensional · Large capEKGFirst Trust · Large cap

Year to date

+11.4%

+22.4%

EKG wins+11.0 pts

Past year

+13.8%

+25.9%

EKG wins+12.1 pts

Fee

0.21%

0.65%

DFAC winslower fee

Yield

0.9%

0.0%

DFAC wins+0.9 pts

AUM

$85.6B

$9.1M

DFAC9444.5× more

2–2level

Dimensional DFAC and First Trust EKG · year-to-date · as of Nov 8, 2026 · AUM not scored

EKG vs VOO

YTD

EKG · First Trust Nasdaq Lux Digital Health Solutions

+22.4%

VOO · S&P 500

+8.7%

Gap

13.7 pts

First Trust EKG and Vanguard VOO · YTD total return · as of Nov 8, 2026

EKG vs Its Peer Average

YTD

EKGAvsBPeer average

1D−5.3%+0.2%

1M+1.4%−3.8%

3M+12.6%−4.4%

YTD+22.4%+8.6%

1Y+25.9%+10.0%

3Y+89.2%+68.2%

5Y[…]+53.7%

5–1EKG wins

307 Large cap peers · each row scaled to its leader

How Bumpy Is EKG?

View

EKG

How Bumpy

1.9×the S&P 500’s swings

CalmerBumpierS&P 1×EKG

Bumpiest of 7 large cap fundsEKG

Other large cap funds0.9× to 1.1×

First Trust EKG · daily swings over the past year vs the S&P 500

EKG

Worst Drop

−22.1%from its Jan 7 high

Still below the high−7.0%

$10,000 at the high is now$9,300

First Trust EKG · fall from the highest close, past year

EKG

On a Bad Day

1.0×the S&P 500’s fall

EKG’s worst day: Thursday, Nov 5

EKG

−5.3%

S&P 500

−4.4%

Up days51 of every 100

S&P 500 up days52 of every 100

First Trust EKG · average move on days the S&P 500 fell

EKG

Return for the Bumps

1Y#1 of 7 large cap funds

#1EKGFirst Trust

most for the bumps

#2DFACDimensional

#3DCORDimensional

calmest ride

#4DIASPDR

#5SCHBSchwab

#6IWBiShares

#7DYNFiShares

Ranked by return above cash for each unit of bumpiness (Sharpe ratio) · cash = 3.7%

EKG

Cost

Today

$65a year per $10,000

SCHB

IWB

$15

DIA

$16

DCOR

$17

DFAC

$21

DYNF

$26

EKG

$65

Expense ratio 0.65%, taken from the fund’s value

EKG

Volatility & Beta

25.7%annual volatility

S&P 500 volatility13.6%

Downside volatility17.1%

Beta vs SPY1.00

Correlation vs SPY0.53

Beta rank, lowest first, of 7#5

Daily total returns × √252 · past 253 trading days

EKG

Max Drawdown

−22.1%peak to trough

Peak closeJan 7, 2026

Current drawdown−7.0%

Worst day−5.26% · Nov 5

Closing prices, dividends in

EKG

Up / Down Capture

95%down capture vs SPY

Down days

95%

Up days

115%

S&P 500

100%

Up ÷ down capture1.21

Up days50.6% (S&P 51.8%)

Average daily move on SPY up days and down days

EKG

Sharpe & Sortino vs Peers

Fund	Sharpe	Sortino	Volatility	Max DD	Beta	Fee / $10k
EKG	0.84	1.27	25.7%	−22.1%	1.00	$65
DFAC	0.74	1.04	12.9%	−8.5%	0.92	$21
DCOR	0.71	1.00	12.8%	−8.3%	0.90	$17
DIA	0.45	0.66	13.4%	−9.8%	0.82	$16
SCHB	0.36	0.51	13.8%	−8.9%	1.01	$3
IWB	0.36	0.50	13.6%	−8.9%	1.00	$15
DYNF	0.25	0.34	14.5%	−8.7%	1.04	$26

Sharpe = (return − 3.7% cash) ÷ volatility · Sortino uses downside volatility only

EKG

Trading

Today

+2.59%above its holdings’ value

Close$23.25

NAV$22.66

Fee per $10,000$65 a year

Avg. volume 30D10K shares

Premium / discount history starts once daily NAV is saved

Close vs net asset value, Nov 5

The Details

EKG

Fund Facts

Today

2022launched Mar 22

Tracks[…]

Exchange · CUSIPNASDAQ · 33719L106

StructureETF

Leverage1x

Cost on $10,000$65 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

First Trust EKG · fund facts · as of Nov 8, 2026

EKG

Payouts by Year

Today

$0no payouts on record

EKG does not pay a distribution.

Distribution yield0.0%

Paid[…]

Latest ex-date · paid[…]

12 payouts added up[…]

First Trust EKG · distributions by ex-date

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Trading & Liquidity

Net asset value$22.66

Premium / discount[…]

Median spread · 30D[…]

Volume today2K

Average volume · 30D10K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.65%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$65.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

No payouts on record: […]

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