EIPX

First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF

1 year +31.8%

Assets$581.45MFirst Trust

Fee0.97%a year

Yield2.9%

This year+28.4%

5 years–a year on average

Components88top 10: 32%

Returns

This year +28.4% 1 year +31.8% 3 years, yearly +18.4% 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 16.9% over one year, 13.7% over three; Sharpe ratio over three years 0.92.

Sectors

Energy66.9%

Utilities29.3%

Industrials3.3%

Technology0.2%

Regions

North America94.8%

Europe Developed2.6%

United Kingdom2.6%

Asia Emerging0.2%

Asset classes

Stock US84.3%

Stock non-US9.3%

Cash4.0%

About the fund

Issuer: First Trust
Since: 2022-11-02
Listed on: NYSE ARCA
ISIN: US33739Q8042
Turnover: 19% a year

Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowing for investment purposes) in a portfolio of equity securities in the broader energy market ("Energy Companies"). The fund may invest in U.S. and non-U.S. companies with various market capitalizations. While the fund may invest in equity securities of MLPs, the fund will limit its investment in MLPs, or other companies taxed as partnerships in order to comply with applicable tax diversification rules. It is non-diversified.

From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.