First Trust Financials
| FPF Fund | USD 18.68 0.08 0.43% |
First |
Please note that past performance is not an indicator of the future performance of First Trust, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
First Trust Fund Summary
First Trust competes with Tekla Healthcare, Blackrock Enhanced, Tekla Life, Nuveen New, and Eaton Vance. First Trust Intermediate Duration Preferred Income Fund is a closed end fixed income mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Stonebridge Advisors, LLC. It invests in fixed income markets. The fund will also invest in below investment-grade securities like junk or high-yield securities. First Trust Intermediate Duration Preferred Income Fund was formed on May 23, 2013 and is domiciled in the United States.Specialization | null, Preferred Stock |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US33718W1036 |
| CUSIP | 33718W103 |
| Location | Illinois; U.S.A |
| Business Address | 120 East Liberty |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Phone | 630 765 8000 |
| Currency | USD - US Dollar |
First Trust Key Financial Ratios
First Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining First Trust's current stock value. Our valuation model uses many indicators to compare First Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across First Trust competition to find correlations between indicators driving First Trust's intrinsic value. More Info.First Trust Intermediate is rated # 3 fund in price to earning among similar funds. It also is rated # 3 fund in beta among similar funds totaling about 0.08 of Beta per Price To Earning. The ratio of Price To Earning to Beta for First Trust Intermediate is roughly 11.79 . Comparative valuation analysis is a catch-all technique that is used if you cannot value First Trust by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.First Trust Intermediate Systematic Risk
First Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. First Trust volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on First Trust Intermediate correlated with the market. If Beta is less than 0 First Trust generally moves in the opposite direction as compared to the market. If First Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one First Trust Intermediate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of First Trust is generally in the same direction as the market. If Beta > 1 First Trust moves generally in the same direction as, but more than the movement of the benchmark.
First Trust November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of First Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of First Trust Intermediate. We use our internally-developed statistical techniques to arrive at the intrinsic value of First Trust Intermediate based on widely used predictive technical indicators. In general, we focus on analyzing First Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build First Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5696 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 2.53 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.7825 |
Other Information on Investing in First Fund
First Trust financial ratios help investors to determine whether First Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |