Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% -0.03% 12.27M 3936.70
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 79.00% 4.506M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by small capitalization companies. The fund's adviser considers small capitalization companies to be those companies with market capitalizations, at the time of investment, within the market capitalization range of the companies comprising the Russell 2000® Growth Index. SIMG recommends securities to First Trust with respect to its allocated portion of the fund’s assets pursuant to its foundational belief that earnings growth drives stock performance. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Growth
Category Index Russell 2000 Growth TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Small Company
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 2.47 yrs
Daniel Lindquist 2.47 yrs
David McGarel 2.47 yrs
Erik Russo 2.47 yrs
Jeffrey James 2.47 yrs
John Keller 2.47 yrs
John Thornton 2.47 yrs
Jon Erickson 2.47 yrs
Kelly Ranucci 2.47 yrs
Michael Buck 2.47 yrs
Prakash Vijayan 2.47 yrs
Roger Testin 2.47 yrs
Ryan Crane 2.47 yrs
Samuel Chase 2.47 yrs
Stan Ueland 2.47 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)
--
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--
--
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-30.98%
18.76%
10.78%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.99%
--
--
38.29%
58.55%
-2.90%
-32.82%
25.40%
-0.65%
22.26%
-9.44%
28.76%
34.70%
2.85%
-26.49%
18.90%
1.92%
21.87%
-5.69%
32.75%
35.43%
5.66%
-28.44%
21.45%
2.75%
24.68%
-6.91%
27.66%
43.41%
-1.25%
-26.75%
23.13%
1.83%
As of May 03, 2024.

Asset Allocation

As of April 28, 2024.
Type % Net % Long % Short
Cash 1.25% Upgrade Upgrade
Stock 98.75% 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 to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities issued by small capitalization companies. The fund's adviser considers small capitalization companies to be those companies with market capitalizations, at the time of investment, within the market capitalization range of the companies comprising the Russell 2000® Growth Index. SIMG recommends securities to First Trust with respect to its allocated portion of the fund’s assets pursuant to its foundational belief that earnings growth drives stock performance. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Growth
Category Index Russell 2000 Growth TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Small Company
Fund Owner Firm Name First Trust Advisors L.P.
Prospectus Benchmark Index
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Chris Peterson 2.47 yrs
Daniel Lindquist 2.47 yrs
David McGarel 2.47 yrs
Erik Russo 2.47 yrs
Jeffrey James 2.47 yrs
John Keller 2.47 yrs
John Thornton 2.47 yrs
Jon Erickson 2.47 yrs
Kelly Ranucci 2.47 yrs
Michael Buck 2.47 yrs
Prakash Vijayan 2.47 yrs
Roger Testin 2.47 yrs
Ryan Crane 2.47 yrs
Samuel Chase 2.47 yrs
Stan Ueland 2.47 yrs

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