Defiance Next Gen Connectivity ETF (FIVG.NYSE) It is an ETF that focuses on 5G technology, and the index tracked is BlueStar 5G Communications Index.

FIVG invest in several industries, include 5G communication equipment, 5G infrastructure construction, communication operators, telecommunications towers and data centre trusts, etc.

Among them, the Data Centre REIT, which I am familiar with, accounts for 2.45% of the FIVG investment. The 5 data centre REITs listed in US are all in its bag (EQUINIX INC, DIGITAL REALTY, CYRUSONE, CORESITE, QTS REALITY) and the communications tower REIT (Cell tower REIT) accounts for 9.47% of FIVG investment(AMERICAN TOWER 2.78%,CROWN CASTLE 1.69%,SBA COMMUNICATION 0.86%)

at the same time, FIVG invests in 5G infrastructure companies, such as ERICSSON & NOKIA CORP. These two companies are running 5G testing in the United States, Europe, and even Asia. 

Semiconductor companies related to 5G communication equipment have also been included in FIVG, such as: QUALCOMM INC, SKYWORKS SOLUTIONS INC, QORVO INC and so on.

Telco is parts of FIVG investment taget,such as AT&T INC,VERIZON COMMUNICATIONS INC,ORANGE,T-MOBILE US INC,CHINA MOBILE LIMITED

FIVG does not hold many companies, only 78 companies. Since most of the companies are well established companies that have been in the market for a long period of time, plus holding about 12% of investment in REIT, FIVG has distributed dividend every quarter in the past. Although the dividend yield is only 1% of that.

What makes me curious is that China currently leads the world in 5G. From a geographical perspective, FIVG’s investment in Asia is 3.11%, North America’s investment ratio is 76%, and Europe’s investment ratio is 18.99%. It seems that some deliberately avoiding the Chinese market.



FIVG DIVIDEND RECORD


FIVG HOLDING


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