Equity Energy · NYSE ARCA · USD · Data as of 2026-05-13
AUM
$531.81M
Expense ratio
0.95%
Yield
2.61%
YTD return
+25.06%
Last price
$32.28
Thematic Sector · Coverage 75% · low
Today
46.7
Outlook
53.3
Block A (composite-derived)
60.0
Block C (market behavior)
41.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
60.0
Coverage 75% · medium
Liquidity
—
Expenses
45.0
Performance
—
Volatility
96.5
Dividend
34.4
Concentration
40.0
Smart Money
59.6
Activist
74.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF (EIPX) is an exchange-traded fund from First Trust in the Mixed asset class. Launched in 2022. Assets under management: 531,813,632.
Bullish Whales composite rating: 60 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: volatility, activist exposure, smart-money flow.
Annualized one-year realized volatility 11%, classified low. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by MISXX. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, smart_money_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yFT Energy Inc Partners Strategic Fund is an investment vehicle focused on harnessing opportunities within the energy sector. This fund targets investments across a diverse range of energy-related companies, emphasizing strategic positioning in both traditional energy sources like oil and natural gas and renewable energy technologies. The primary function of the fund is to provide investors with exposure to a diversified portfolio that captures the evolving dynamics of the energy market, balancing between stable cash flows from conventional energy investments and the growth potential offered by renewable and sustainable energy initiatives. The fund plays a significant role in enabling investor participation in the energy transition, as it includes allocations to companies pioneering in solar, wind, and alternative fuels. By aggregating capital from multiple investors, FT Energy Inc Partners Strategic Fund strategically allocates resources to sectors poised for growth, ensuring a comprehensive approach to energy investments. In doing so, it supports both legacy energy industries and those pioneering sustainable transformations, contributing to the broader economic footprint of the energy industry globally.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $531,813,632. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EIPX are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.