First Trust High Stock Performance
| FTHY Stock | USD 14.73 0.09 0.61% |
First Trust has a performance score of 4 on a scale of 0 to 100. The firm 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. First Trust High right now shows a risk of 0.5%. Please confirm First Trust High potential upside, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if First Trust High will be following its price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust High are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical indicators, First Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.2 | Five Day Return 1.37 | Year To Date Return 7.53 | Ten Year Return (25.75) | All Time Return (25.75) |
Forward Dividend Yield 0.1205 | Forward Dividend Rate 1.54 | Ex Dividend Date 2023-10-02 |
1 | Disposition of tradable shares by Swade Donald of First Trust subject to Rule 16b-3 | 09/04/2024 |
2 | Acquisition by Bowen James A of 17000 shares of First Trust at 14.7547 subject to Rule 16b-3 | 09/10/2024 |
3 | First Trust High Yield Opportunities 2027 Term Fund Declares its Monthly Common Share Distribution of 0.13 Per Share for October | 09/19/2024 |
4 | Disposition of tradable shares by Bowen James A of First Trust subject to Rule 16b-3 | 09/20/2024 |
| First Trust dividend paid on 25th of September 2024 | 09/25/2024 |
5 | Short Interest in First Trust Large Cap Value AlphaDEX Fund Decreases By 43.0 percent - MarketBeat | 09/26/2024 |
6 | Acquisition by Bowen James A of 4370 shares of First Trust at 15.2 subject to Rule 16b-3 | 09/30/2024 |
7 | Acquisition by Bowen James A of 12130 shares of First Trust at 15.0889 subject to Rule 16b-3 | 10/01/2024 |
8 | Director James Bowen Acquires 12,130 Shares of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM ... | 10/02/2024 |
9 | First Trust High Yield Opportunities 2027 Term Fund Decreases its Monthly Common Share Distribution to 0.125 Per Share for November | 10/21/2024 |
| First Trust dividend paid on 25th of October 2024 | 10/25/2024 |
10 | First Trust High Yield Opportunities 2027 Term Fund Declares its Monthly Common Share Distribution of 0.125 Per Share for December | 11/20/2024 |
| First Trust dividend paid on 25th of November 2024 | 11/25/2024 |
| Price Earnings Ratio | 10.0816 |
First |
First Trust Relative Risk vs. Return Landscape
If you would invest 1,447 in First Trust High on August 28, 2024 and sell it today you would earn a total of 26.00 from holding First Trust High or generate 1.8% return on investment over 90 days. First Trust High is currently generating 0.029% in daily expected returns and assumes 0.4982% risk (volatility on return distribution) over the 90 days horizon. In different words, 4% of stocks 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 |
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 stocks, such as First Trust High, 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 = 0.0583
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| Negative Returns | FTHY |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average First Trust is performing at about 4% of its full potential. 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 it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Stock 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 Stock performance.
| Shares Outstanding | 36.77 M | ||||
| Price To Earning | 27.08 X | ||||
| Price To Book | 0.97 X | ||||
| Price To Sales | 9.96 X | ||||
| Total Debt | 131 M | ||||
| Earnings Per Share | 1.47 X | ||||
| Market Capitalization | 544.98 M | ||||
| Total Asset | 703.21 M | ||||
| Retained Earnings | (127.42 M) | ||||
About First Trust Performance
Evaluating First Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.08 | 0.08 | |
| Return On Capital Employed | 0.08 | 0.08 | |
| Return On Assets | 0.08 | 0.08 | |
| Return On Equity | 0.10 | 0.10 |
Things to note about First Trust High performance evaluation
Checking the ongoing alerts about First Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for First Trust High help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| First Trust High has a strong financial position based on the latest SEC filings | |
| On 25th of November 2024 First Trust paid $ 0.125 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Acquisition by Bowen James A of 12130 shares of First Trust at 15.0889 subject to Rule 16b-3 |
- Analyzing First Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether First Trust's stock is overvalued or undervalued compared to its peers.
- Examining First Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating First Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of First Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of First Trust's stock. These opinions can provide insight into First Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for First Stock Analysis
When running First Trust's price analysis, check to measure First Trust's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy First Trust is operating at the current time. Most of First Trust's value examination focuses on studying past and present price action to predict the probability of First Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move First Trust's price. Additionally, you may evaluate how the addition of First Trust to your portfolios can decrease your overall portfolio volatility.