First Trust Energy Financials

We urge to utilize First Trust Energy fundamental analysis to find out if markets are presently mispricing the fund. Put another way you can exercise it to find out if First Trust Energy is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for thirty-seven available fundamental indicators for First Trust Energy, which can be compared to its peers.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

First Trust Fund Summary

First Trust competes with Eagle Point, European Equity, John Hancock, First Trust, and Franklin Templeton. First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. First Trust Energy Income and Growth Fund was formed on March 25, 2004 and is domiciled in the United States. Energy Income operates under Asset Management classification in the United States and is traded on NYSEMKT Exchange.
InstrumentUSA Fund View All
ExchangeNYSE MKT Exchange
ISINUS33738G1040
Business Address120 East Liberty
Fund FamilyCarillon Family of Funds
Fund CategoryAsset Management
BenchmarkDow Jones Industrial
Websitewww.ftportfolios.com/retail/cef/cefsummary.aspx?ticker=fen
Phone630 765 8000
CurrencyUSD - US Dollar

First Trust Key Financial Ratios

First Financial Ratios 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.
First Trust Energy is rated below average in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about  0.24  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for First Trust Energy is roughly  4.20 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the First Trust's earnings, one of the primary drivers of an investment's value.
First Trust Energy is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Asset Management category is currently estimated at about 12.29 Billion. First Trust holds roughly 469.47 Million in net asset claiming about 4% of funds in Asset Management category.
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 income.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

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.
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