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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% 0.13% 515.42M 43656.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.52% 38.00% 17.09M

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
Equity Style Multi Cap Value
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

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
10.73%
19.13%
11.44%
21.23%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
-2.13%
13.37%
-32.35%
57.76%
57.88%
4.47%
6.06%
7.01%
33.74%
5.60%
-21.48%
15.99%
10.87%
5.39%
18.87%
2.26%
14.18%
-16.51%
-23.18%
98.43%
47.24%
2.54%
4.19%
-2.28%
31.43%
As of April 02, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.31%
Stock 71.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 24.49%
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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
Equity Style Multi Cap Value
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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