EIPX FT Energy Income Partners Strategy ETF
What is EIPX?
EIPX seeks risk-adjusted total return through an actively managed portfolio of global stocks in the energy sector, as broadly defined by the fund’s sub-adviser.
EIPX Factset Analytics Insight
EIPX actively manages a portfolio of energy firms, stretching across multiple industries from the broadly defined energy space. The fund includes global companies classified under GICS’ energy, utilities (except water), and other sectors that derive at least 50% of their revenues from exploration, development, production, transportation, processing, storing, refining, distribution, or marketing of oil and gas, as well as other energy sources. Firms that derive at least half of their profits from engineering, consultation, and construction services of these sectors are also eligible for inclusion. Holdings are selected by evaluating a company’s yield, growth, and valuation. The sub-adviser particularly looks for companies with stable cash flows, high and sustainable dividend payouts, increasing per share earnings, and the potential for positive changes in value. The fund limits its exposure to MLPs and other firms taxed as partnerships to comply with applicable tax diversification rules.
EIPX Portfolio Data
EIPX Index Data
EIPX Portfolio Management
EIPX Tax Exposures
EIPX Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EIPX. EIPX is rated a N/A out of 5.
EIPX Sector/Industry Breakdown
EIPX Top 10 Holdings
EIPX Performance Statistics
EIPX Economic Development
EIPX Benchmark Comparison Summary
EIPX Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.