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EIPX - ETF AI Analysis
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FT Energy Income Partners Strategy ETF (EIPX)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Energy Sector Exposure
The ETF is heavily weighted in the energy sector, which includes several strong-performing holdings like Shell and Imperial Oil.
Healthy Geographic Focus
With nearly all assets in North America, the ETF benefits from exposure to stable and mature markets like the U.S. and Canada.
Consistent Year-to-Date Performance
The ETF has delivered steady gains year-to-date, reflecting resilience in its portfolio despite short-term fluctuations.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Top Holdings
Key positions like Energy Transfer and Enterprise Products Partners have lagged this year, potentially dragging on overall performance.
Sector Concentration Risk
With nearly 80% of assets in the energy sector, the ETF is highly exposed to fluctuations in oil and gas markets.
EIPX vs. SPDR S&P 500 ETF (SPY)
AUM409.56M
RegionGlobal
Expense Ratio0.95%
Beta0.49
IssuerFirst Trust
Inception DateNov 02, 2022
Dividend Yield3.21%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume41,098
30 Day Avg. Volume22,440
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
30.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering88
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EIPX Summary
The FT Energy Income Partners Strategy ETF (EIPX) focuses on the energy sector, including traditional oil and gas companies like Exxon Mobil and Shell, as well as renewable energy sources. It aims to provide investors with a mix of growth potential and income generation by investing in energy-related assets. This ETF could be a good choice for someone looking to diversify their portfolio with exposure to the energy industry, which plays a key role in the global economy. However, new investors should be aware that the fund’s performance is closely tied to the energy market, which can be volatile and influenced by factors like oil prices and geopolitical events.
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
The FT Energy Income Partners Strategy ETF (EIPX) leans heavily into the energy sector, with names like Exxon Mobil and Shell providing steady momentum thanks to strong financial health and strategic advancements. MPLX stands out as a rising star, benefiting from bullish technical trends and robust profitability. However, Energy Transfer and Imperial Oil are dragging the fund, with mixed earnings sentiment and short-term bearish signals. The ETF’s global exposure and focus on income-generating assets make it a compelling choice for energy enthusiasts, though its reliance on a few key players adds a layer of concentration risk.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Enterprise Products Partners | 7.49% | $28.82M | $69.31B | -0.96% | 73 Outperform | |
| Energy Transfer | 6.91% | $26.60M | $57.99B | -13.03% | 70 Outperform | |
| MPLX | 5.01% | $19.27M | $53.90B | 8.69% | 81 Outperform | |
| Exxon Mobil | 4.66% | $17.92M | $525.50B | 15.36% | 74 Outperform | |
| Shell | 4.34% | $16.69M | $201.23B | 8.27% | 78 Outperform | |
| Imperial Oil | 4.13% | $15.89M | $44.02B | 33.08% | 72 Outperform | |
| TotalEnergies | 3.93% | $15.13M | ― | ― | 77 Outperform | |
| National Fuel Gas Company | 3.03% | $11.67M | $7.42B | 24.82% | 77 Outperform | |
| Kinder Morgan | 2.58% | $9.92M | $60.34B | -3.16% | 68 Neutral | |
| ― | 2.52% | $9.70M | ― | ― | ― |
EIPX Technical Analysis
Positive
―
Price Trends
26.51
Positive
26.13
Positive
25.41
Positive
Market Momentum
<0.01
Negative
52.05
Neutral
25.24
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 26.48, equal to the 50-day MA of 26.51, and equal to the 200-day MA of 25.41, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 52.05 is Neutral, neither overbought nor oversold. The STOCH value of 25.24 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
26.60
2.18
8.93%
EIPI
FT Energy Income Partners Enhanced Income ETF
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―
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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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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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