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First Trust Exchange-Traded Fund VIII (EIPI)

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Upturn Advisory Summary
10/24/2025: EIPI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 4.74% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 16.49 - 20.12 | Updated Date 06/30/2025 |
52 Weeks Range 16.49 - 20.12 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust Exchange-Traded Fund VIII
ETF Overview
Overview
First Trust Exchange-Traded Fund VIII is a series of actively managed or index-based ETFs focusing on various sectors and investment strategies. Specific details vary widely between individual funds within the series. They generally aim to provide investment solutions across different asset classes and market segments.
Reputation and Reliability
First Trust Portfolios L.P. is a well-established issuer known for innovative ETF products. They are generally considered reliable with a long track record.
Management Expertise
First Trust has a team of experienced portfolio managers and analysts covering diverse investment areas, ensuring informed decision-making for their ETFs.
Investment Objective
Goal
The specific investment goal depends on the individual ETF within the First Trust Exchange-Traded Fund VIII series. It could be capital appreciation, income generation, or a combination of both.
Investment Approach and Strategy
Strategy: Strategies vary significantly within the series, including index tracking, active management, quantitative strategies, and thematic investing.
Composition The asset composition depends entirely on the specific ETF. Holdings can include stocks, bonds, commodities, derivatives, or a mix of asset classes.
Market Position
Market Share: Market share varies widely based on the specific ETF within the series, from niche to substantial.
Total Net Assets (AUM): The AUM varies based on the specific ETF within the series.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The ETF industry is highly competitive. First Trust Exchange-Traded Fund VIII ETFs compete on factors like investment strategy, expense ratio, and performance. Advantages may include specialized or thematic strategies, while disadvantages can include higher expense ratios compared to broader index funds.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF within the series. Performance should be evaluated on an individual fund basis.
Benchmark Comparison: Benchmark comparison depends on the underlying index or investment strategy of the specific ETF.
Expense Ratio: Expense ratios vary among the funds but are generally in the range of 0.30% to 0.95%.
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF within the series.
Bid-Ask Spread
Bid-ask spreads also vary depending on the specific ETF and are generally tight for the more popular funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions all influence the performance of First Trust Exchange-Traded Fund VIII, with specific impacts depending on each fund's investment focus.
Growth Trajectory
Growth trends depend on the specific ETF and investor demand for its investment strategy. New funds may be launched or existing funds may adjust their holdings.
Moat and Competitive Advantages
Competitive Edge
First Trust Exchange-Traded Fund VIII's competitive advantages arise from their innovation in creating specific investment strategies such as active management and thematic investing. They also focus on specialized sectors and unique investment approaches. Their reputation attracts investors searching for tailored investment solutions. First Trust's diverse product lineup allows investors to build diversified portfolios through their ETFs.
Risk Analysis
Volatility
Volatility depends on the specific ETF's underlying assets and investment strategy.
Market Risk
Market risk depends on the specific ETF's holdings. Equity ETFs are subject to stock market risk, while bond ETFs are subject to interest rate risk and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies based on the specific ETF's investment objective and risk profile. It can range from conservative investors seeking income to aggressive investors seeking capital appreciation.
Market Risk
Suitability depends on the specific ETF. Some funds may be suitable for long-term investors, while others may be better suited for active traders seeking short-term gains.
Summary
First Trust Exchange-Traded Fund VIII encompasses a wide range of ETFs with different investment strategies and objectives, offering opportunities across diverse asset classes and market segments. Investors should carefully examine the specific details of each fund before investing. The series offers both active and passive strategies allowing flexibility in portfolio construction. Due diligence is essential to align investment goals with the fund's specific approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Portfolios L.P.
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making investment decisions. Market share and performance data are based on available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Exchange-Traded Fund VIII
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in securities of, and/or investments that provide exposure to, Energy Companies. The fund"s investments will be concentrated (i.e., invest more than 25% of fund assets) in any one industry or group of industries constituting the energy sector. The fund is non-diversified.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
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