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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% 0.16% 402.32M 17868.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.89% 23.00% 13.69M Upgrade

Basic Info

Investment Strategy
The Fund seeks risk-adjusted total return. The Fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities in the broader energy market. Energy Companies include companies in the Global Industry Classification Standard energy and utility sector.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Natural Resources
Peer Group Natural Resources Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Natural Resources Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
10.73%
19.13%
12.54%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.21%
-24.67%
13.37%
-32.35%
57.76%
57.88%
4.47%
6.06%
10.68%
-20.98%
3.21%
-28.10%
69.15%
47.43%
4.90%
4.08%
2.72%
-24.77%
-6.75%
-19.96%
51.77%
46.94%
0.96%
0.29%
6.94%
-19.42%
9.62%
-32.73%
75.59%
57.87%
3.58%
-1.43%
7.75%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.31%
Stock 71.59%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 27.10%
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Basic Info

Investment Strategy
The Fund seeks risk-adjusted total return. The Fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities in the broader energy market. Energy Companies include companies in the Global Industry Classification Standard energy and utility sector.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Natural Resources
Peer Group Natural Resources Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Natural Resources Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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