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EIPX
+1.42 · +5.38%
$27.84 · NYSE ARCA

First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF (EIPX) ETF Analysis | Equity Energy

First Trust · USA
AUM:$480.5M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 24.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is EIPX?

Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowing for investment purposes) in a portfolio of equity securities in the broader energy market ("Energy Companies"). The fund may invest in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EIPX delivered 24.5% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 39.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$480.5M
Expense Ratio0.95%
Dividend Yield2.97%
Holdings49
Inception DateNov 2022
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.53
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.6%
1Y
+29.3%
3Y
+71.0%
5Y
+87.2%
OpenBook InsightIf you had invested £10,000 in EIPX 5 years ago, it would have grown to £18,720 — a gain of £8,720.

Annual Returns

Calendar year performance

EIPX delivered positive returns in 5 of the last 5 calendar years.
YearEIPX
2026 YTD+24.9%
2025+10.3%
2024+18.5%
2023+12.8%
2022+0.6%
CAGR 4yr+10.3%
5/5 positive yearsAvg return: +13.4%Worst year: +0.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.6%
Low
Momentum
+3.1%
30-day change
Support Level
32.02
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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