First Trust Longshort Etf Performance

FTLS Etf  USD 65.49  0.83  1.25%   
The etf shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. 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

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Over the last 90 days First Trust LongShort has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable essential indicators, First Trust is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
JavaScript chart by amCharts 3.21.15123456Dec2025Feb -4-2024
JavaScript chart by amCharts 3.21.15First Trust LongShort First Trust LongShort Dividend Benchmark Dow Jones Industrial
1
Benjamin Edwards Inc. Has 1.46 Million Holdings in First Trust LongShort Equity ETF
12/06/2024
2
Technical Pivots with Risk Controls - Stock Traders Daily
12/24/2024
3
Financial Enhancement Group LLC Sells 162,624 Shares of First Trust LongShort Equity ETF
01/16/2025
4
Apollon Wealth Management LLC Raises Stake in First Trust LongShort Equity ETF
02/10/2025
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Laidlaw Wealth Management LLC Cuts Stock Holdings in First Trust LongShort Equity ETF
02/19/2025
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First Trust LongShort Equity ETF is EdgeRock Capital LLCs 5th Largest Position
02/25/2025
In Threey Sharp Ratio0.85
  

First Trust Relative Risk vs. Return Landscape

If you would invest  6,621  in First Trust LongShort on November 30, 2024 and sell it today you would lose (72.00) from holding First Trust LongShort or give up 1.09% of portfolio value over 90 days. First Trust LongShort is currently does not generate positive expected returns and assumes 0.7069% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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   
JavaScript chart by amCharts 3.21.15CashMarketFTLS 0.00.10.20.30.40.50.60.70.8 -0.06-0.05-0.04-0.03-0.02-0.010.000.01
       Risk  
Given the investment horizon of 90 days First Trust is expected to generate 0.96 times more return on investment than the market. However, the company is 1.04 times less risky than the market. It trades about -0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

First Trust Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as First Trust LongShort, and traders can use it to determine the average amount a First Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0227

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Estimated Market Risk

 0.71
  actual daily
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94% of assets are more volatile

Expected Return

 -0.02
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
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Most of other assets perform better
Based on monthly moving average First Trust is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Trust by adding First Trust to a well-diversified portfolio.

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.

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.
Under normal conditions, the fund will expose at least 80 percent of its net assets to U.S. exchange-listed equity securities andor U.S. exchange-traded funds that provide exposure to U.S. exchange-listed equity securities. LongShort Equity is traded on NYSEARCA Exchange in the United States.
First Trust generated a negative expected return over the last 90 days
Latest headline from thelincolnianonline.com: First Trust LongShort Equity ETF is EdgeRock Capital LLCs 5th Largest Position
When determining whether First Trust LongShort is a strong investment it is important to analyze First Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact First Trust's future performance. For an informed investment choice regarding First Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust LongShort. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of First Trust LongShort 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.