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EIPX - ETF AI Analysis
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FT Energy Income Partners Strategy ETF (EIPX)
Rating:68Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Energy-Focused Holdings
Several of the largest energy-related positions, such as Energy Transfer, Exxon Mobil, MPLX, and Plains GP Holdings, have delivered strong year-to-date results that support the fund’s performance.
Meaningful Fund Size
With hundreds of millions in assets under management, the ETF is a reasonably established product that may offer better trading liquidity than very small funds.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into investor returns over time compared with lower-cost ETFs.
Heavy Concentration in Energy Sector
A large majority of the portfolio is invested in energy companies, making the ETF highly sensitive to swings in the energy market.
Limited Geographic Diversification
The ETF is heavily tilted toward U.S. holdings with only small exposure to Canada and France, reducing the benefits of global diversification.
EIPX vs. SPDR S&P 500 ETF (SPY)
AUM496.91M
RegionGlobal
Expense Ratio0.95%
Beta0.47
IssuerFirst Trust
Inception DateNov 02, 2022
Dividend Yield2.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume44,393
30 Day Avg. Volume38,212
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering81
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EIPX Summary
The FT Energy Income Partners Strategy ETF (EIPX) is a fund that focuses on the energy sector rather than tracking a traditional index. It invests mainly in U.S. energy and utility companies, including well-known names like Exxon Mobil and Shell, as well as pipeline and fuel distribution businesses that tend to pay steady income. Someone might consider this ETF if they want exposure to the energy theme with a mix of potential growth and regular income from energy-related companies. A key risk is that it is heavily tied to the energy sector, so its value can swing with energy prices and industry conditions.
How much will it cost me?The FT Energy Income Partners Strategy ETF (EIPX) has an expense ratio of 0.95%, meaning you’ll pay $9.50 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and management to target specific opportunities in the energy sector.
What would affect this ETF?The FT Energy Income Partners Strategy ETF (EIPX) could benefit from growing global demand for energy, including renewable sources, as countries transition to cleaner energy solutions, which aligns with its broad energy sector exposure. However, it may face challenges from fluctuating oil and gas prices, regulatory changes targeting fossil fuels, and potential economic slowdowns that could impact energy consumption. Its top holdings in major energy companies like Exxon Mobil and Shell provide stability but also expose it to risks tied to traditional energy markets.
EIPX Top 10 Holdings
EIPX is leaning hard into the energy patch, with U.S. midstream giants like Enterprise Products Partners and Energy Transfer quietly powering the fund as their steady, rising share prices and income focus do much of the heavy lifting. Global oil majors such as Exxon Mobil and Shell add extra fuel, with Exxon in particular acting as a strong engine lately. MPLX and Kinder Morgan are also helping rather than hurting, keeping performance more buoyant than bumpy. With almost everything tied to energy and related utilities, this is a globally diversified but sector-concentrated ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Enterprise Products Partners | 7.55% | $35.85M | $81.22B | 12.28% | 73 Outperform | |
| Energy Transfer | 6.56% | $31.18M | $64.47B | 7.33% | 70 Outperform | |
| ― | 6.05% | $28.75M | ― | ― | ― | |
| MPLX | 4.27% | $20.28M | $59.54B | 11.29% | 81 Outperform | |
| Shell | 4.26% | $20.25M | $236.66B | 26.82% | 78 Outperform | |
| Exxon Mobil | 3.96% | $18.79M | $630.06B | 38.70% | 74 Outperform | |
| National Fuel Gas Company | 3.45% | $16.39M | $8.83B | 25.34% | 77 Outperform | |
| Kinder Morgan | 2.89% | $13.73M | $74.71B | 28.46% | 68 Neutral | |
| Plains GP Holdings | 2.75% | $13.05M | $18.13B | 14.98% | 72 Outperform | |
| Southern Co | 2.01% | $9.53M | $109.12B | 6.65% | 68 Neutral |
EIPX Technical Analysis
Positive
―
Price Trends
28.80
Positive
27.57
Positive
26.47
Positive
Market Momentum
0.78
Positive
75.72
Negative
63.83
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EIPX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.76, equal to the 50-day MA of 28.80, and equal to the 200-day MA of 26.47, indicating a bullish trend. The MACD of 0.78 indicates Positive momentum. The RSI at 75.72 is Negative, neither overbought nor oversold. The STOCH value of 63.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EIPX.
EIPX Peer Comparison
Comparison Results
Performance Comparison
EIPX
FT Energy Income Partners Strategy ETF
31.41
7.33
30.44%
AVRE
Avantis Real Estate ETF
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VGSR
Vert Global Sustainable Real Estate ETF
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DFNL
Davis Select Financial Etf
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VOLT
Tema Electrification ETF
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TTEQ
T. Rowe Price Technology ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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