EIPX 📈 First Trust - Overview

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33739Q8042 • Equity Energy

EIPX: Oil, Natural Gas, Energy Stocks, Pipelines

Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowing for investment purposes) in a portfolio of equity securities in the broader energy market ('Energy Companies'). The fund may invest in U.S. and non-U.S. companies with various market capitalizations. While the fund may invest in equity securities of MLPs, the fund will limit its investment in MLPs, or other companies taxed as partnerships in order to comply with applicable tax diversification rules. It is non-diversified.

Additional Sources for EIPX ETF

EIPX ETF Overview

Market Cap in USD 358m
Category Equity Energy
TER 0.95%
IPO / Inception 2022-11-02

EIPX ETF Ratings

Growth 5y 72.6%
Fundamental -
Dividend 46.7%
Rel. Strength Industry 745
Analysts -
Fair Price Momentum 23.93 USD
Fair Price DCF -

EIPX Dividends

Dividend Yield 12m 2.54%
Yield on Cost 5y 3.31%
Annual Growth 5y 227.71%
Payout Consistency 66.7%

EIPX Growth Ratios

Growth Correlation 3m 48.3%
Growth Correlation 12m 95.6%
Growth Correlation 5y 95.3%
CAGR 5y 13.20%
CAGR/Mean DD 5y 6.34
Sharpe Ratio 12m 0.95
Alpha 1.16
Beta 0.54
Volatility 21.47%
Current Volume 7.9k
Average Volume 20d 30.7k
What is the price of EIPX stocks?
As of December 22, 2024, the stock is trading at USD 24.08 with a total of 7,900 shares traded.
Over the past week, the price has changed by -3.60%, over one month by -6.42%, over three months by +0.32% and over the past year by +18.09%.
Is First Trust a good stock to buy?
Yes. Based on ValueRay Analyses, First Trust (NYSE ARCA:EIPX) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 72.55 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EIPX as of December 2024 is 23.93. This means that EIPX is currently overvalued and has a potential downside of -0.62%.
Is EIPX a buy, sell or hold?
First Trust has no consensus analysts rating.
What are the forecast for EIPX stock price target?
According to ValueRays Forecast Model, EIPX First Trust will be worth about 26.2 in December 2025. The stock is currently trading at 24.08. This means that the stock has a potential upside of +8.93%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 26.2 8.9%