Acquisition by James Bowen of 500 shares of First Trust at 15.42 subject to Rule 16b-3

FENDelisted Fund  USD 14.09  0.02  0.14%   
About 62% of First Trust's investor base is looking to short. The analysis of overall sentiment of trading First Trust Energy fund suggests that many investors are alarmed at this time. First Trust's investing sentiment overview a quick insight into current market opportunities from investing in First Trust Energy. Many technical investors use First Trust Energy fund news signals to limit their universe of possible portfolio assets and to time the market correctly.
  
Filed transaction by First Trust Director, Officer President. Grant, award or other acquisition pursuant to Rule 16b-3

Read at macroaxis.com
Acquisition of 500 common shares at 15.42 of First Trust by James Bowen on 1st of April 2024. This event was filed by First Trust with SEC on 2004-06-14. Statement of changes in beneficial ownership - SEC Form 4. James Bowen currently serves as chairman of the board of trustees and presidentident, ceo of First Trust

First Trust Fundamental Analysis

We analyze First Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of First Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of First Trust based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

One Year Return

One Year Return Comparative Analysis

First Trust is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

First Trust Energy Potential Pair-trading

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with First Trust fund to make a market-neutral strategy. 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 with similar companies.

Peers

First Trust Related Equities

BCATBlackRock Capital   0.55   
0%
28.0%
FPFFirst Trust   0.54   
0%
27.0%
HIOWestern Asset   0.50   
0%
25.0%
EOTEaton Vance   0.46   
0%
23.0%
CXHMFS Investment   0.36   
0%
18.0%
ETWEaton Vance   0.23   
0%
11.0%
ETJEaton Vance   0.21   
0%
10.0%
BLWBlackRock Limited   0.21   
0%
10.0%
BUIBlackRock Utility   0.04   
0%
2.0%
BMEBlackRock Health   0.05   
2.0%
0%
MVFMunivest Fund   0.13   
6.0%
0%
EICAEagle Point   0.21   
10.0%
0%
FTFFranklin Templeton   0.30   
15.0%
0%
JHSJohn Hancock   0.34   
17.0%
0%
BDJBlackrock Enhanced   0.46   
23.0%
0%
NMLNeuberger Berman   0.99   
51.0%
0%
EEAEuropean Equity   1.93   
100.0%
0%
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.
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Global Correlations
Find global opportunities by holding instruments from different markets
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation