First Trust Ownership
EMLP Etf | USD 37.76 0.10 0.27% |
First |
First Etf Ownership Analysis
First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 68 constituents with avarage daily trading value of 333.8 K. The fund charges 0.95 percent management fee with a total expences of 0.96 percent of total asset. The fund created five year return of 23.0%. First Trust North retains 96.7% of assets under management (AUM) in equities. This fund last dividend was 0.281 per share. The fund invests at least 80 percent of its net assets in equity securities of companies deemed by the sub-advisor to be engaged in the energy infrastructure sector. North American is traded on NYSEARCA Exchange in the United States. To learn more about First Trust North call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Trust , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
ET | Energy Transfer LP | Stock | |
EXC | Exelon | Stock | |
WMB | Williams Companies | Stock | |
SRE | Sempra Energy | Stock | |
PEG | Public Service Enterprise | Stock | |
PAGP | Plains GP Holdings | Stock | |
OKE | ONEOK Inc | Stock | |
NEP | NEP Old | Stock | |
NEE | Nextera Energy | Stock | |
AEP | American Electric Power | Stock | |
LNT | Alliant Energy Corp | Stock | |
KMI | Kinder Morgan | Stock | |
IDA | IDACORP | Stock | |
EPD | Enterprise Products Partners | Stock |
Institutional Etf Holders for First Trust
QALAX | Quantified Alternative Investment | Mutual Fund | |
QALTX | Quantified Alternative Investment | Mutual Fund |
First Trust's latest congressional trading
Congressional trading in companies like First Trust North, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in First Trust by those in governmental positions are based on the same information available to the general public.
2025-03-06 | Senator John Boozman | Acquired Under $15K | Verify | ||
2025-03-05 | Senator John Boozman | Acquired Under $15K | Verify | ||
2024-10-18 | Senator John Boozman | Acquired Under $15K | Verify | ||
2024-10-17 | Senator John Boozman | Acquired Under $15K | Verify | ||
2023-07-12 | Senator John Boozman | Acquired Under $15K | Verify | ||
2022-02-07 | Senator John Boozman | Acquired Under $15K | Verify |
First Trust Outstanding Bonds
First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust North uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust North has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
FIRST UN P Corp BondUS337358BA27 | View | |
FIRST UN P Corp BondUS337358BD65 | View | |
US337358BH79 Corp BondUS337358BH79 | View | |
MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
MPLX LP 52 Corp BondUS55336VAL45 | View | |
Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
MGM Resorts International Corp BondUS552953CD18 | View |
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.Moving together with First Etf
0.92 | MLPA | Global X MLP | PairCorr |
0.9 | MLPX | Global X MLP | PairCorr |
0.94 | TPYP | Tortoise North American | PairCorr |
0.94 | AMZA | InfraCap MLP ETF | PairCorr |
The ability to find closely correlated positions to First Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace First Trust 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 First Trust - 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 First Trust North to buy it.
The correlation of First Trust 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 First Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if First Trust North 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 First Trust 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, which includes a position in First Trust North. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of First Trust North is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.