First Trust Bloomberg Etf Profile

SHRY Etf   44.75  0.15  0.34%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
First Trust is trading at 44.75 as of the 23rd of February 2026; that is 0.34 percent increase since the beginning of the trading day. The etf's open price was 44.6. First Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of November 2025 and ending today, the 23rd of February 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

Moving together with First Etf

  0.98VTV Vanguard Value IndexPairCorr
  0.97VYM Vanguard High DividendPairCorr
  0.97IWD iShares Russell 1000PairCorr
  0.98DGRO iShares Core DividendPairCorr
  0.97IVE iShares SP 500PairCorr
  0.97SPYV SPDR Portfolio SPPairCorr

First Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge & Mid Caps ETFs, Size And Style ETFs, Large Value (View all Sectors)
IssuerFirst Trust
Inception Date2017-06-20
BenchmarkBloomberg Shareholder Yield Index
Entity TypeRegulated Investment Company
Asset Under Management17.48 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 Constituents52.0
Market MakerSusquehanna
Total Expense0.6
Management Fee0.6
Country NameUSA
Returns Y T D7.07
NameFirst Trust Bloomberg Shareholder Yield ETF
Currency CodeUSD
Open FigiBBG00GY1HZ71
In Threey Volatility13.28
1y Volatility9.03
200 Day M A42.2923
50 Day M A43.0306
CodeSHRY
Updated At22nd of February 2026
Currency NameUS Dollar
In Threey Sharp Ratio0.62
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 Large & Mid Caps 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 (%)

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 Tanh Of Price Series is a hyperbolic price transformation function.

First Trust Against Markets

First Etf Analysis Notes

First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 52 constituents across multiple sectors and instustries. The fund charges 0.6 percent management fee with a total expences of 0.6 percent of total asset. The fund created five year return of 11.0%. It is possible that First Trust Bloomberg etf was renamed or delisted.

First Trust Bloomberg Investment Alerts

First Trust Thematic Classifications

In addition to having First Trust etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Large & Mid Caps ETFs Idea
Large & Mid Caps ETFs
USA ETFs from Large & Mid Caps clasification
Size And Style ETFs Idea
Size And Style ETFs
USA ETFs from Size And Style clasification

Management Efficiency

First Trust's management efficiency ratios could be used to measure how well First Trust manages its routine affairs as well as how well it operates its assets and liabilities.
The strategic initiatives led by First Trust's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Returns 3 Y
14.12
Returns 5 Y
10.7
Returns 1 Y
10.14
Total Assets
17.9 M
Yield
1.67

Top First Trust Bloomberg Etf Constituents

First Trust Outstanding Bonds

First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust Bloomberg uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust Bloomberg has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

First Trust Predictive Daily Indicators

First Trust intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of First Trust etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

First Trust Forecast Models

First Trust's time-series forecasting models are one of many First Trust's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary First Trust's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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 real.
You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Understanding First Trust Bloomberg requires distinguishing between market price and book value, where the latter reflects First's accounting equity. The concept of intrinsic value - what First Trust's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Market sentiment, economic cycles, and investor behavior can push First Trust's price substantially above or below its fundamental 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. In contrast, First Trust's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.