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EIPI
Upturn stock ratingUpturn stock rating

First Trust Exchange-Traded Fund VIII (EIPI)

Upturn stock ratingUpturn stock rating
$19.8
Last Close (24-hour delay)
Profit since last BUY2.7%
upturn advisory
Consider higher Upturn Star rating
BUY since 46 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

08/14/2025: EIPI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

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 6.35%
Avg. Invested days 73
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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First Trust Exchange-Traded Fund VIII

stock logo

ETF Overview

overview logo Overview

First Trust Exchange-Traded Fund VIII encompasses a suite of diverse ETFs focused on various investment strategies and sectors. These funds aim to provide targeted exposure to specific market segments and investment themes through rules-based methodologies.

reliability logo Reputation and Reliability

First Trust Portfolios L.P. is a well-established ETF issuer with a solid reputation for innovation and a history of delivering a variety of investment solutions.

reliability logo Management Expertise

First Trust's management team possesses extensive experience in portfolio management, investment strategy, and ETF operations, ensuring disciplined execution of their fund objectives.

Investment Objective

overview logo Goal

The investment goal varies depending on the specific fund within First Trust Exchange-Traded Fund VIII, but generally aims to provide investment results that correspond to the price and yield performance of a specific index or investment strategy.

Investment Approach and Strategy

Strategy: Each ETF within the First Trust Exchange-Traded Fund VIII series typically tracks a specific index or follows a rules-based methodology designed to capture a particular investment theme or sector.

Composition The composition depends on the individual ETF; holdings can include stocks, bonds, or other assets relevant to the fund's investment objective and tracking index.

Market Position

Market Share: The market share varies greatly among the different ETFs under the First Trust Exchange-Traded Fund VIII umbrella, depending on their specific focus and asset class.

Total Net Assets (AUM): Data varies. Check factsheet of desired ETF for AUM.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape varies based on each ETF's specific investment focus. Advantages can include unique index methodologies or sector focuses. Disadvantages can be higher expense ratios than broad-market ETFs.

Financial Performance

Historical Performance: Historical performance depends on the specific ETF within First Trust Exchange-Traded Fund VIII. It is essential to review the specific fund's fact sheet for performance data.

Benchmark Comparison: Benchmark comparison is relevant to each ETF within First Trust Exchange-Traded Fund VIII. The fund's fact sheet will compare the fund's performance to its targeted index.

Expense Ratio: Expense ratios vary. Check factsheet of desired ETF for expense ratio.

Liquidity

Average Trading Volume

Liquidity depends on the specific fund. Refer to the fund's fact sheet for average trading volume.

Bid-Ask Spread

The bid-ask spread is related to the average trading volume and will fluctuate.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth, and market sentiment all affect First Trust Exchange-Traded Fund VIII. Each ETF is subject to different market factors based on their asset allocation.

Growth Trajectory

Growth trends are dependent on each ETF's performance and the demand for its specific investment strategy.

Moat and Competitive Advantages

Competitive Edge

First Trust Exchange-Traded Fund VIII ETFs often offer unique, rules-based methodologies, creating a competitive edge in specific market segments. Their specialized focus allows investors to target specific investment themes. The funds provide access to niche markets that may be difficult to access through individual securities. First Trust's experienced management team also contributes to their competitive advantage. Their innovation in ETF design sets them apart in the crowded ETF marketplace.

Risk Analysis

Volatility

Volatility depends on the specific ETF and the underlying assets. Sector-specific funds may exhibit higher volatility than broad market funds.

Market Risk

Market risk varies depending on the specific ETF's holdings and sector exposure. Equity-focused ETFs are subject to equity market risk, while bond ETFs are subject to interest rate risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies for each ETF within First Trust Exchange-Traded Fund VIII. Some funds may be suitable for growth investors, while others are better suited for income-seeking investors.

Market Risk

Suitability depends on the specific ETF and the investor's goals. They best fit investors looking to target a specific sector.

Summary

First Trust Exchange-Traded Fund VIII is a collection of ETFs that caters to diverse investment strategies and sectors. Each ETF tracks a specific index. Investors should carefully evaluate the fund's investment objective. Review the fund's fact sheet for specific details before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust Website
  • ETF.com
  • SEC Filings

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data is based on available information and may change over time.

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

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

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

Upturn AI SummarizationUpturn 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.