EIPX - ETF AI Analysis
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FT Energy Income Partners Strategy ETF (EIPX)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over recent months, indicating positive momentum in its strategy.
Leading Energy Income Holdings
Several of the largest positions, including well-known energy infrastructure and oil & gas companies, have delivered strong year-to-date results that support the fund’s returns.
Focused Income-Oriented Sectors
Heavy exposure to energy and utilities, which often generate steady cash flows, can help support income-focused investing in this fund.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go toward costs instead of staying with investors.
Sector Concentration in Energy
With most assets in the energy sector, the ETF is heavily exposed to swings in energy prices and industry-specific risks.
Limited Geographic Diversification
The portfolio is dominated by U.S. holdings with only small exposure to other countries, reducing the benefits of global diversification.
EIPX vs. SPDR S&P 500 ETF (SPY)
AUM557.68M
RegionGlobal
Expense Ratio0.95%
Beta0.34
IssuerFirst Trust
Inception DateNov 02, 2022
Dividend Yield2.67%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume42,649
30 Day Avg. Volume38,872
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
36.96Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering85
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EIPX Summary
FT Energy Income Partners Strategy ETF (EIPX) is a fund focused on the energy theme, aiming to give investors income and growth from companies tied to oil, gas, and related infrastructure, with some exposure to utilities. It does not track a specific index but follows an energy income strategy, holding well-known names like Exxon Mobil and Shell, along with major pipeline operators. Someone might invest in EIPX to gain diversified exposure to the energy sector while collecting potential income from these companies. A key risk is that it is heavily tied to energy prices, so the fund’s value can rise or fall sharply with the energy market.
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 very much an energy workhorse, with the fund’s story driven by big North American midstream names. Enterprise Products Partners and Energy Transfer are core players here, but both have been lagging lately, acting like a headwind even as their long-term income appeal stays intact. MPLX and Kinder Morgan are holding steadier, helping to smooth out the ride. Plains GP and Oneok have been rising over the year, giving the portfolio some welcome lift. With a global mandate but U.S.-centric, pipeline-heavy exposure, this ETF is clearly betting on energy infrastructure as its main engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Enterprise Products Partners | 7.29% | $40.17M | $83.43B | 23.08% | 73 Outperform | |
| Energy Transfer | 6.96% | $38.39M | $69.68B | 16.85% | 70 Outperform | |
| ― | 5.49% | $30.29M | ― | ― | ― | |
| MPLX | 3.82% | $21.09M | $57.32B | 11.97% | 81 Outperform | |
| National Fuel Gas Company | 3.40% | $18.76M | $7.69B | -8.62% | 77 Outperform | |
| Exxon Mobil | 3.19% | $17.57M | $628.76B | 40.50% | 74 Outperform | |
| Plains GP Holdings | 2.79% | $15.38M | $19.79B | 32.04% | 72 Outperform | |
| Kinder Morgan | 2.59% | $14.29M | $72.04B | 21.19% | 68 Neutral | |
| Oneok | 2.56% | $14.12M | $57.86B | 12.44% | 82 Outperform | |
| Shell | 2.15% | $11.88M | $241.33B | 22.56% | 78 Outperform |
EIPX Technical Analysis
Positive
―
Price Trends
31.80
Positive
31.68
Positive
29.26
Positive
Market Momentum
0.24
Negative
66.48
Neutral
89.10
Negative
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 31.81, equal to the 50-day MA of 31.80, and equal to the 200-day MA of 29.26, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 66.48 is Neutral, neither overbought nor oversold. The STOCH value of 89.10 is Negative, 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
32.78
7.57
30.03%
AVRE
Avantis Real Estate ETF
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VOLT
Tema Electrification 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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CSEN
Cohen & Steers Future of Energy Active 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.
DisclaimerThis 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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