First Trust Bloomberg Etf Profile

SHRY Etf   42.80  0.08  0.19%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
First Trust is trading at 42.80 as of the 28th of November 2024; that is 0.19 percent decrease since the beginning of the trading day. The etf's open price was 42.88. First Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. First Trust symbol was changed from RNLC on 4th of March 2024. Equity ratings for First Trust Bloomberg are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
First Trust is entity of United States. It is traded as Etf on NASDAQ exchange. More on First Trust Bloomberg

Moving together with First Etf

  0.92VTI Vanguard Total StockPairCorr
  0.9SPY SPDR SP 500 Aggressive PushPairCorr
  0.9IVV iShares Core SPPairCorr
  0.94VIG Vanguard DividendPairCorr
  0.91VV Vanguard Large CapPairCorr
  0.95RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against First Etf

  0.82ULE ProShares Ultra EuroPairCorr
  0.72VIIX VIIXPairCorr
  0.71YCL ProShares Ultra YenPairCorr
  0.7FXY Invesco CurrencySharesPairCorr

First Etf Highlights

Older SymbolRNLC
Thematic Ideas
(View all Themes)
Business ConcentrationLarge & Mid Caps ETFs, Size And Style ETFs, Large Blend (View all Sectors)
IssuerFirst Trust
Inception Date2017-06-20
BenchmarkBloomberg Shareholder Yield Index
Entity TypeRegulated Investment Company
Asset Under Management21.45 Million
Asset TypeEquity
CategorySize and Style
FocusLarge & Mid Caps
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 Lindquist, Jon Erickson, David McGarel, Roger Testin, Stan Ueland, Chris Peterson, Erik Russo
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Mar
ExchangeNASDAQ
Number of Constituents51.0
Market MakerSusquehanna
Total Expense0.6
Management Fee0.6
Country NameUSA
Returns Y T D25.16
NameFirst Trust Bloomberg Shareholder Yield ETF
Currency CodeUSD
Open FigiBBG00GY1HZ71
In Threey Volatility18.43
1y Volatility13.43
200 Day M A38.9503
50 Day M A41.4634
CodeSHRY
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.29
First Trust Bloomberg [SHRY] is traded in USA and was established null. First Trust Bloomberg was previously known as RNLC and was traded on NASDAQ Exchange under the symbol RNLC. The fund is listed under Large Blend. The entity is thematically classified as Large & Mid Caps ETFs. First Trust Bloomberg at this time have in assets. , while the total return for the last 3 years was 8.9%.
Check First Trust Probability Of Bankruptcy

Geographic Allocation (%)

Top First Trust Bloomberg Etf Constituents

HPQHP IncStockInformation Technology
MOAltria GroupStockConsumer Staples
ORCLOracleStockInformation Technology
MCKMcKessonStockHealth Care
PAYXPaychexStockIndustrials
CLColgate PalmoliveStockConsumer Staples
VVisa Class AStockFinancials
AMATApplied MaterialsStockInformation Technology
More Details

First Trust Bloomberg Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

First Trust Against Markets

When determining whether First Trust Bloomberg offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of First Trust's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of First Trust Bloomberg Etf. Outlined below are crucial reports that will aid in making a well-informed decision on First Trust Bloomberg Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in First Trust Bloomberg. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of First Trust Bloomberg is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.