Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.01% 1.189M 121.83
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.73% 44.00% 2500.00 Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Bloomberg Inflation Sensitive Equity Index (the “Index”). Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks that comprise the index. The fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the total return performance of the index, which includes dividends paid by the common stocks in the index. The index is a rules-based index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Bloomberg Inflation Sensitive Eq TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 1.14 yrs
Daniel Lindquist 1.14 yrs
David McGarel 1.14 yrs
Erik Russo 1.14 yrs
Jon Erickson 1.14 yrs
Roger Testin 1.14 yrs
Stan Ueland 1.14 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
11.80%
--
-2.57%
35.58%
20.96%
28.95%
-13.97%
21.52%
6.36%
--
--
--
--
25.08%
-22.03%
3.97%
--
--
--
--
--
25.50%
-18.02%
15.67%
11.79%
--
--
--
--
--
--
--
2.61%
As of May 17, 2024.

Asset Allocation

As of May 16, 2024.
Type % Net % Long % Short
Cash 0.19% Upgrade Upgrade
Stock 99.81% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Bloomberg Inflation Sensitive Equity Index (the “Index”). Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks that comprise the index. The fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the total return performance of the index, which includes dividends paid by the common stocks in the index. The index is a rules-based index. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Bloomberg Inflation Sensitive Eq TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 1.14 yrs
Daniel Lindquist 1.14 yrs
David McGarel 1.14 yrs
Erik Russo 1.14 yrs
Jon Erickson 1.14 yrs
Roger Testin 1.14 yrs
Stan Ueland 1.14 yrs

Top Portfolio Holders

0 of 0