FT Cyclical Strength 36 F RE (F00001CYZQ)
8.088
-0.01 (-0.14%)
USD |
Aug 08 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.22% | -- | 0.00% | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Trust seeks above-average capital appreciation. The Trust is concentrated (i.e., invests more than 25% of Trust assets) in stocks of companies within the consumer discretionary and information technology sectors. |
| General | |
| Security Type | Unit Investment Trust |
| Oldest Share Symbol | F00001CYZN |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | -- |
| Prospectus Objective | Income |
| Fund Owner Firm Name | First Trust Portfolios L.P. |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
--
-17.61B
Category Low
18.72B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
Date Unavailable
Performance Versus Category
As of August 08, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of August 08, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Nucor Corp | 4.86% | 137.85 | 0.95% |
| Steel Dynamics Inc | 4.82% | 79.86 | 1.41% |
| Dollar General Corp | 4.50% | 256.53 | 0.48% |
| Apple Inc | 4.32% | 164.98 | 0.07% |
| Broadcom Inc | 3.99% | 529.10 | -3.01% |
| Visa Inc Class A | 3.96% | 211.90 | -0.67% |
| Deere & Co | 3.82% | 344.54 | 0.24% |
| Union Pacific Corp | 3.81% | 229.26 | 0.61% |
| United Parcel Service Inc Class B | 3.72% | 197.19 | 0.56% |
| Keysight Technologies Inc | 3.63% | 162.53 | -2.22% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| The Trust seeks above-average capital appreciation. The Trust is concentrated (i.e., invests more than 25% of Trust assets) in stocks of companies within the consumer discretionary and information technology sectors. |
| General | |
| Security Type | Unit Investment Trust |
| Oldest Share Symbol | F00001CYZN |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | -- |
| Prospectus Objective | Income |
| Fund Owner Firm Name | First Trust Portfolios L.P. |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (8-8-22) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 13.17 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of August 05, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 11/8/2021 |
| Termination Date | 11/8/2023 |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Share Classes | |
| F00001CYZN | -- |
| F00001CYZP | -- |
| FZDXHX | -- |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |