First Trust North Etf Performance
| EMLP Etf | USD 39.31 0.10 0.25% |
The etf shows a Beta (market volatility) of 0.24, which means not very significant fluctuations relative to the market. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust North are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable essential indicators, First Trust is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | First Trust North American Energy Infrastructure Fund declares 0.2913 dividend | 12/12/2025 |
First Trust Relative Risk vs. Return Landscape
If you would invest 3,782 in First Trust North on October 26, 2025 and sell it today you would earn a total of 149.00 from holding First Trust North or generate 3.94% return on investment over 90 days. First Trust North is currently generating 0.0649% in daily expected returns and assumes 0.5596% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than First, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
3 y Volatility 11.81 | 200 Day MA 37.56 | 1 y Volatility 8.58 | 50 Day MA 38.2912 | Inception Date 2012-06-20 |
First Trust Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Price To Earning | 15.76 X | |||
| Price To Book | 1.87 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 2.37 B | |||
About First Trust Performance
Assessing First Trust's fundamental ratios provides investors with valuable insights into First Trust's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the First Trust is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of companies deemed by the sub-advisor to be engaged in the energy infrastructure sector. North American is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: iShares MSCI All Country Asia ex Japan ETF Reaches New 12-Month High Still a Buy | |
| The fund retains 96.7% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust North. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of First Trust North 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.