First Trust Profile

22.30
USD 0.39  1.72%
24%
52%

First Trust Summary

First Trust SP REIT ETF [FRI] is traded in USA and was established 2007-05-08. The fund is classified under Real Estate category within First Trust family. First Trust SP REIT ETF currently have 121.49 M in assets under management (AUM). , while the total return for the last 3 years was 6.87%.
Check First Trust Probability Of Bankruptcy

Sector Allocation (%)

Top Etf Constituents

First Trust Target Price Odds Analysis

Odds Below 22.3HorizonTargetOdds Above 22.3
7.27%30 days 22.30 92.50%
Based on normal probability distribution, the odds of First Trust to move above current price in 30 days from now is about 92.5% (This First Trust SP REIT ETF probability density function shows the probability of First Trust Etf to fall within a particular range of prices over 30 days) .

First Trust SP Top Holders

First Trust Major Institutional Holders

InstituionSecurity TypeTotal SharesValue
Cornerstone Wealth Management LlcFund Units117.1 K5 M
View First Trust Diagnostics

First Trust SP Risk Profiles

First Trust SP Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of seventeen. First Trust SP Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns. View also all equity analysis or get more info about inverse tangent over price movement math transform indicator.

First Trust Key Fundamentals

First Trust Against Markets

First Trust Current Ratings

First Trust SP REIT ETF 30 Days Performance Scores

Risk Adjusted
Performance Score (0 to 100)
0 
Chance of
Financial Distress (0 to 100%)
3 
Equity ratings for First Trust SP REIT ETF are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The investment seeks investment results that correspond generally to the price and yield of an equity index called the SP United States REIT Index. First Trust is traded on Archipelago Exchange in USA. more
NameFirst Trust SP REIT ETF
ChairmanJames BowenView All
Macroaxis Advice
InstrumentUSA Etf View All
RegionNorth America
Investment IssuerFirst Trust
ExchangeArchipelago Exchange
Etf FamilyFirst Trust
Fund CategoryReal Estate
Portfolio ConcentrationReal Estate
BenchmarkDOW
Phone800 621 1675
CurrencyUSD - US Dollar
IssuerFirst Trust
DescriptionFirst Trust S&P REIT Index Fund
Inception Date2007-05-08
BenchmarkS&P United States REIT TR USD
Entity TypeRegulated Investment Company
Asset Under Management97.96 Million
Average Trading Valume106,037
Asset TypeReal Estate
CategoryReal Estate
FocusReal Estate
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerDaniel J. Lindquist, Jon C. Erickson, David G. McGarel, Roger F. Testin, Stan Ueland, Chris A. Peterson
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year EndDecember 31
ExchangeNYSE Arca, Inc.
Number of Constituents158
Market MakerSusquehanna
Total Expense0.48
Management Fee0.3
Nav Price23.36
Two Hundred Day Average22.88
Ytd1.88%
Average Daily Volume In Three Month57.54k
Fifty Two Week Low20.2
Average Daily Volume Last 10 Day60.13k
Fifty Two Week High24.38
One Month-2.82%
Fifty Day Average23.23
Three Month0.71%
Beta In Three Year0.6
Additionally see Investing Opportunities. Please also try Chance of Distress module to get analysis of equity chance of financial distress in the next 2 years.
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