Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
EIPI
Upturn stock rating

First Trust Exchange-Traded Fund VIII (EIPI)

Upturn stock rating
$19.65
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/24/2025: EIPI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 4.74%
Avg. Invested days 87
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

First Trust Exchange-Traded Fund VIII

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.