First Trust Bloomberg Etf Profile

SHRY Etf   42.54  0.40  0.95%   

Performance

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Odds Of Distress

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First Trust is trading at 42.54 as of the 6th of January 2026; that is 0.95 percent increase since the beginning of the trading day. The etf's open price was 42.14. First Trust has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of January 2025 and ending today, the 6th of January 2026. Click here to learn more.
First Trust is entity of United States. It is traded as Etf on NASDAQ exchange. More on First Trust Bloomberg

First Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large & Mid Caps ETFs, Large Value (View all Sectors)
IssuerFirst Trust
Inception Date2017-06-20
BenchmarkBloomberg Shareholder Yield Index
Entity TypeRegulated Investment Company
Asset Under Management16.76 Million
Asset TypeEquity
CategorySize and Style
FocusLarge & Mid Caps
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerDaniel Lindquist, Jon Erickson, David McGarel, Roger Testin, Stan Ueland, Chris Peterson, Erik Russo
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Mar
ExchangeNASDAQ
Number of Constituents50.0
Market MakerSusquehanna
Total Expense0.6
Management Fee0.6
Country NameUSA
Returns Y T D7.99
NameFirst Trust Bloomberg Shareholder Yield ETF
Currency CodeUSD
Open FigiBBG00GY1HZ71
In Threey Volatility13.99
1y Volatility11.16
200 Day M A41.5852
50 Day M A41.7054
CodeSHRY
Updated At5th of January 2026
Currency NameUS Dollar
In Threey Sharp Ratio0.49
First Trust Bloomberg [SHRY] is traded in USA and was established null. The fund is listed under Large Value. The entity is thematically classified as Size And Style ETFs. First Trust Bloomberg at this time have in assets. , while the total return for the last 3 years was 14.1%.
Check First Trust Probability Of Bankruptcy

Geographic Allocation (%)

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OMCOmnicom GroupStockCommunication Services
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First Trust Bloomberg Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

First Trust Bloomberg Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. First Trust Bloomberg Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns.

First Trust Against Markets

When determining whether First Trust Bloomberg offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of First Trust's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of First Trust Bloomberg Etf. Outlined below are crucial reports that will aid in making a well-informed decision on First Trust Bloomberg Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in First Trust Bloomberg. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of First Trust Bloomberg is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.