BDGS vs. EMOT ETF Comparison

Comparison of Bridges Capital Tactical ETF (BDGS) to First Trust S&P 500 Economic Moat ETF (EMOT)
BDGS

Bridges Capital Tactical ETF

BDGS Description

The fund is an actively managed, diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a blend of passively managed U.S. equity index ETFs, large-capitalization equity securities and cash or cash equivalents. It is expected that the fund will generally hold 5 to 20 investments selected from a universe that includes large-capitalization U.S. equity securities and passively managed index ETFs tracking U.S. small-, mid- and large-capitalization equity indexes (the "Indexes").

Grade (RS Rating)

Last Trade

$31.77

Average Daily Volume

3,991

Number of Holdings *

14

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

First Trust S&P 500 Economic Moat ETF

EMOT Description Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.44

Average Daily Volume

2,420

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period BDGS EMOT
30 Days 3.63% 2.55%
60 Days 4.27% 2.77%
90 Days 5.12% 3.98%
12 Months 18.93%
8 Overlapping Holdings
Symbol Grade Weight in BDGS Weight in EMOT Overlap
AAPL C 1.95% 1.98% 1.95%
AMZN C 2.19% 2.1% 2.1%
AVGO D 1.98% 2.11% 1.98%
GOOG C 2.08% 1.83% 1.83%
META D 1.99% 2.1% 1.99%
MSFT F 1.98% 1.79% 1.79%
NVDA C 1.03% 2.18% 1.03%
PEP F 1.91% 1.87% 1.87%
BDGS Overweight 6 Positions Relative to EMOT
Symbol Grade Weight
BOXX A 22.92%
QQQ B 10.12%
IWB A 10.1%
TSLA B 2.52%
CVX A 2.12%
COST B 2.02%
BDGS Underweight 42 Positions Relative to EMOT
Symbol Grade Weight
FTNT C -2.89%
TPR B -2.5%
ORCL B -2.47%
WMT A -2.36%
ACN C -2.35%
CSCO B -2.35%
PM B -2.32%
SBUX A -2.32%
BKNG A -2.32%
ADP B -2.28%
ORLY B -2.25%
LOW D -2.23%
UNH C -2.23%
INTU C -2.2%
HD A -2.19%
MCD D -2.18%
LMT D -2.18%
MA C -2.17%
SPGI C -2.15%
BRK.A B -2.13%
ADBE C -2.13%
AZO C -2.05%
CPRT A -1.97%
MCK B -1.94%
TXN C -1.92%
VRSN F -1.9%
PG A -1.87%
HPQ B -1.86%
YUM B -1.85%
ZTS D -1.84%
KO D -1.84%
CL D -1.82%
CDNS B -1.8%
KMB D -1.8%
MTD D -1.58%
IDXX F -1.53%
NKE D -1.5%
KLAC D -1.45%
AMAT F -1.45%
QCOM F -1.41%
LRCX F -1.33%
EL F -1.05%
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