First Trust Energy Fund Key Fundamental Indicators

First Trust Energy technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.

First Trust's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing First Trust's valuation are provided below:

First Trust Energy does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

No data is currently available for this entity. Please try again at a later time.

Search Suggestions

F	Ford Motor	Company
F-PB	Ford Motor	Company
FAX	Aberdeen Asia Pacific If	Fund
FB	ProShares Trust ProShares	ETF
FVX	Treasury Yield 5	Index
FF	Falcon Finance	Cryptocurrency
F43628C65	SOCGEN 425 19 AUG 26	Corporate Bond

Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Competition

In accordance with the recently published financial statements, First Trust Energy has an Annual Yield of 0.0054%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The annual yield for all United States funds is notably lower than that of the firm.

First Trust Energy Fundamental Drivers 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.

Price To Earning

Beta

First Trust Energy is rated # 2 fund in price to earning among similar funds. It is rated # 5 fund in beta among similar funds totaling about 0.29 of Beta per Price To Earning. The ratio of Price To Earning to Beta for First Trust Energy is roughly 3.46 . 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 Annual Yield Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses First Trust's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of First Trust could also be used in its relative valuation, which is a method of valuing First Trust by comparing valuation metrics of similar companies.

First Trust is currently under evaluation in annual yield among similar funds.

First Financial Ratios Relationships

Price To Earning

Beta

First Fundamentals

	Shares Outstanding	16.75 M
	Shares Owned By Insiders	17.31 %
	Shares Owned By Institutions	46.82 %
	Number Of Shares Shorted	7.84 K
	Price To Earning	3.95 X
	Short Ratio	0.14 X
	Earnings Per Share	3.70 X
	Number Of Employees	14
	Beta	1.14
	Market Capitalization	144.96 M
	Annual Yield	0.01 %
	Year To Date Return	8.38 %
	One Year Return	19.88 %
	Three Year Return	13.79 %
	Five Year Return	7.27 %
	Last Dividend Paid	0.75

Currently Active Assets on Macroaxis

FSLY	Fastly Class A
MOB	Mobilicom Limited American
CMG	Chipotle Mexican Grill
CSAN	Cosan SA ADR
RKT	Rocket Companies

Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

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.

Other Consideration for investing in First Fund

If you are still planning to invest in First Trust Energy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Trust's history and understand the potential risks before investing.

	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
	Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
	Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges
	Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2026 Macroaxis LLC