First Trust Income Opportunity ETF (FCEF)
20.11
+0.16
(+0.78%)
USD |
NASDAQ |
Apr 26, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
3.29% | 0.00% | 31.27M | 5687.37 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
7.15% | 16.00% | 3.121M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide current income with a secondary emphasis on total return. The fund seeks to achieve its investment objectives by investing in a portfolio of closed-end investment companies ("closed-end funds") and exchange-traded funds ("ETFs") that are listed and traded in the United States on registered exchanges. In selecting the closed-end funds and ETFs for the fund’s portfolio, the fund's investment advisor utilizes a range of investment approaches. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Global Allocation |
Category Index | Morningstar Gbl Allocation TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Russell 3000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Fincher | 7.51 yrs |
Performance Versus Category
As of April 26, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 26, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide current income with a secondary emphasis on total return. The fund seeks to achieve its investment objectives by investing in a portfolio of closed-end investment companies ("closed-end funds") and exchange-traded funds ("ETFs") that are listed and traded in the United States on registered exchanges. In selecting the closed-end funds and ETFs for the fund’s portfolio, the fund's investment advisor utilizes a range of investment approaches. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Global Allocation |
Category Index | Morningstar Gbl Allocation TR USD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | Income |
Fund Owner Firm Name | First Trust Advisors L.P. |
Prospectus Benchmark Index | |
Russell 3000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Fincher | 7.51 yrs |