Acquisition by Richard Erickson of 100 shares of First Trust at 19.59 subject to Rule 16b-3

FGB Fund  USD 4.28  0.04  0.94%   
About 50% of First Trust's investors are presently thinking to get in. The analysis of overall sentiment of trading First Trust Specialty fund suggests that some investors are interested at this time. The current market sentiment, together with First Trust's historical and current headlines, can help investors time the market. In addition, many technical investors use First Trust Specialty fund news signals to limit their universe of possible portfolio assets.
  
Filed transaction by First Trust Enhanced Director. Grant, award or other acquisition pursuant to Rule 16b-3

Read at macroaxis.com
Acquisition of 100 common shares at 19.59 of First Trust by Richard Erickson on 3rd of April 2024. This event was filed by First Trust Enhanced with SEC on 2004-12-07. Statement of changes in beneficial ownership - SEC Form 4

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.

Five Year Return

Five Year Return Comparative Analysis

First Trust is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

First Trust Specialty 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

MXFMexico Closed   3.04   
0%
100.0%
MGFMFS Government   1.62   
0%
53.0%
CXEMFS High   1.57   
0%
51.0%
JGHNuveen Global   1.29   
0%
42.0%
MPABlackrock Muniyield   1.06   
0%
34.0%
SWZSwiss Helvetia   1.03   
0%
33.0%
PYNPimco New   0.84   
0%
27.0%
BGBBlackstone Gso   0.72   
0%
23.0%
CMUMFS High   0.55   
0%
18.0%
MUEBlackrock Muniholdings   0.47   
0%
15.0%
MHIPioneer Municipal   0.42   
0%
13.0%
FINSAngel Oak   0.39   
0%
12.0%
VLTInvesco High   0.26   
0%
8.0%
AVKAdvent Claymore   0.16   
5.0%
0%

Other Information on Investing in First Fund

First Trust financial ratios help investors to determine whether First Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.
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