First Trust Energy Fund Shares Owned By Insiders
First Trust Energy fundamentals help investors to digest information that contributes to First Trust's financial success or failures. It also enables traders to predict the movement of First Fund. The fundamental analysis module provides a way to measure First Trust's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to First Trust fund.
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First Trust Energy Fund Shares Owned By Insiders Analysis
First Trust's Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
More About Shares Owned By Insiders | All Equity Analysis
Insiders Shares | = | Executives Shares | + | Employees |
Current First Trust Shares Owned By Insiders | 23.67 % |
Most of First Trust's fundamental indicators, such as Shares Owned By Insiders, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, First Trust Energy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
CompetitionBased on the latest financial disclosure, 23.67% of First Trust Energy are shares owned by insiders. This is much higher than that of the Carillon Family of Funds family and significantly higher than that of the Asset Management category. The shares owned by insiders for all United States funds is notably lower than that of the firm.
First Shares Owned By Insiders 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 Shares Owned By Insiders 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 shares owned by insiders among similar funds.
First Fundamentals
| Return On Equity | 19.36 | |||
| Return On Asset | 0.29 | |||
| Profit Margin | 989.03 % | |||
| Operating Margin | 30.76 % | |||
| Current Valuation | 363.26 M | |||
| Shares Outstanding | 19.45 M | |||
| Shares Owned By Insiders | 23.67 % | |||
| Shares Owned By Institutions | 35.83 % | |||
| Number Of Shares Shorted | 157.72 K | |||
| Price To Earning | 4.91 X | |||
| Price To Book | 1.17 X | |||
| Price To Sales | 48.81 X | |||
| Revenue | 5.9 M | |||
| Gross Profit | 5.78 M | |||
| Net Income | 58.4 M | |||
| Cash And Equivalents | 7.99 M | |||
| Cash Per Share | 0.41 X | |||
| Total Debt | 79.2 M | |||
| Debt To Equity | 0.25 % | |||
| Current Ratio | 8.18 X | |||
| Book Value Per Share | 12.62 X | |||
| Cash Flow From Operations | 18.64 M | |||
| Short Ratio | 2.01 X | |||
| Earnings Per Share | (5.60) X | |||
| Number Of Employees | 14 | |||
| Beta | 1.18 | |||
| Market Capitalization | 315.02 M | |||
| Total Asset | 165.15 M | |||
| Retained Earnings | (14.51 M) | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 8.41 % | |||
| One Year Return | 20.90 % | |||
| Three Year Return | 13.58 % | |||
| Five Year Return | 3.73 % | |||
| Net Asset | 469.47 M | |||
| Last Dividend Paid | 1.2 |
Pair Trading with First Trust
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if First Trust position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in First Trust will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Murphy Oil could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Murphy Oil when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Murphy Oil - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Murphy Oil to buy it.
The correlation of Murphy Oil is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Murphy Oil moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Murphy Oil moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Murphy Oil can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity 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.
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