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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.96% 0.25% 17.98M 1983.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.99% 67.00% 1.218M Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve a competitive risk-adjusted total return balanced between dividends and capital appreciation. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of companies identified by the sub-advisor as Power Solutions Companies.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy 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)
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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
--
8.96%
12.25%
5.27%
-3.38%
22.60%
16.78%
-0.20%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
1.23%
20.96%
-5.02%
15.02%
-2.19%
-4.46%
23.90%
15.23%
-0.96%
11.66%
1.47%
17.67%
3.67%
-2.13%
22.50%
21.85%
-0.44%
24.19%
-1.08%
16.94%
0.19%
-4.99%
23.24%
15.25%
-1.57%
24.87%
-0.76%
17.37%
1.04%
-7.46%
23.06%
16.47%
-1.28%
As of January 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.68%
Stock 86.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 12.18%
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Basic Info

Investment Strategy
The Fund seeks to achieve a competitive risk-adjusted total return balanced between dividends and capital appreciation. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of companies identified by the sub-advisor as Power Solutions Companies.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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