EIPX - ETF AI Analysis
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FT Energy Income Partners Strategy ETF (EIPX)
EIPX, the FT Energy Income Partners Strategy ETF, appears to be a solid, income-focused energy fund with generally strong underlying holdings. High-quality positions like MPLX and Oneok, which show robust financial performance, revenue growth, and attractive dividend yields, are key drivers of the fund’s positive rating, supported by stable names such as Exxon Mobil and Shell. The main risk is its concentration in the energy and midstream sector, and holdings like Kinder Morgan with weaker technical momentum and valuation concerns may slightly hold back the overall score.
EIPX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 612.49M
- Region
- Global
- Expense Ratio
- 0.95%
- Beta
- 0.26
- Issuer
- First Trust
- Inception Date
- Nov 02, 2022
- Dividend Yield
- 2.63%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
EIPX Summary
FT Energy Income Partners Strategy ETF (EIPX) is a fund focused on the energy theme, aiming to give investors income and growth from companies tied to oil, gas, and some renewables. It does not track a specific index, but instead follows a strategy built by its managers to invest in energy and utility businesses that pay steady cash flows. Well-known holdings include Exxon Mobil and Shell, along with major pipeline operators. Someone might invest for diversification and potential income from the energy sector. A key risk is that the fund is heavily tied to energy prices, so its value can rise or fall sharply with the energy market.
How much will it cost me?
This ETF has an expense ratio of 0.95%, which means you’ll pay about $9.50 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and focuses on a specialized energy income strategy, which typically costs more than simple index-tracking funds.
What would affect this ETF?
This ETF is heavily focused on energy and utilities, so it could benefit if global demand for oil, gas, and energy infrastructure stays strong, if energy prices rise, or if income-focused companies like Enterprise Products Partners and Energy Transfer maintain or grow their payouts. On the negative side, it could be hurt by economic slowdowns that reduce energy use, stricter environmental regulations, or a sharp move toward renewables that pressures traditional oil and gas businesses such as Exxon Mobil and Shell.
EIPX Top 10 Holdings
EIPX is powered by a cluster of U.S. energy income names, with midstream giants like Enterprise Products Partners, Energy Transfer, and MPLX steadily pulling the fund forward through rising cash flows and resilient share performance. Exxon Mobil and Oneok add some Big Oil and pipeline muscle, both trending higher and reinforcing the fund’s momentum. On the weaker side, National Fuel Gas has been more mixed, occasionally losing steam and tempering gains. Overall, this is a heavily energy-focused, largely U.S.-centric play on pipelines, producers, and dividend-rich infrastructure.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 EPD | Enterprise Products Partners | 7.45% | $44.64M | $82.38B | 20.80% | 73Outperform |
 ET | Energy Transfer | 6.87% | $41.18M | $72.00B | 24.69% | 70Outperform |
 MPLX | MPLX | 3.79% | $22.74M | $60.99B | 18.96% | 81Outperform |
 NFG | National Fuel Gas Company | 2.89% | $17.33M | $7.56B | 0.29% | 77Outperform |
 PAGP | Plains GP Holdings | 2.84% | $17.02M | $21.63B | 60.03% | 72Outperform |
 XOM | Exxon Mobil | 2.83% | $16.99M | $769.96B | 63.27% | 74Outperform |
 KMI | Kinder Morgan | 2.53% | $15.14M | $75.45B | 29.87% | 68Neutral |
 OKE | Oneok | 2.52% | $15.11M | $61.20B | 45.49% | 82Outperform |
 SHEL | Shell | 2.03% | $12.17M | $307.19B | 45.44% | 78Outperform |
EIPX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EIPX, the sentiment is Positive. The current price of 34.28 is above the 20-day moving average (MA) of 33.02, above the 50-day MA of 32.83, and above the 200-day MA of 31.50, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 72.24 is Negative, neither overbought nor oversold. The STOCH value of 93.94 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EIPX.
EIPX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EIPX | $34.28 | $35.00(2.10% Upside) | $612.49M | 0.95% | 67Neutral |
 AVRE | $46.06 | $52.11(13.12% Upside) | $882.47M | 0.17% | 66Neutral |
 TTEQ | $38.50 | $55.22(43.43% Upside) | $499.16M | 0.63% | 65Neutral |
 VGSR | $10.95 | $12.48(14.01% Upside) | $495.36M | 0.45% | 66Neutral |
 DFNL | $49.82 | $56.49(13.39% Upside) | $451.45M | 0.61% | 68Neutral |
 CSEN | $26.52 | $32.05(20.86% Upside) | $163.84M | 0.80% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EIPX | FT Energy Income Partners Strategy ETF | 34.28 | 8.87 | 34.91% | |
| AVRE | Avantis Real Estate ETF | 46.06 | 3.45 | 8.10% | |
| TTEQ | T. Rowe Price Technology ETF | 38.50 | 4.08 | 11.84% | |
| VGSR | Vert Global Sustainable Real Estate ETF | 10.95 | 0.83 | 8.20% | |
| DFNL | Davis Select Financial Etf | 49.82 | 5.63 | 12.73% | |
| CSEN | Cohen & Steers Future of Energy Active ETF | 26.52 | 2.03 | 8.29% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.