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First TrustEnergyFTXN · Nasdaq

First Trust Nasdaq Oil & Gas ETF (FTXN)

Price
$41.24
11 Sept 2026
Assets
$167.9M
Total net assets
Expense ratio
0.60%
Category 0.93%
Yield
1.61%
Trailing distributions
3Y CAGR
13.6%-0.6%
Category 14.1%
5Y CAGR
23.0%+2.3%
Category 20.8%
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First Trust Nasdaq Oil & Gas ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+7.0%+14.6%+15.2%+48.7%+47.9%+13.6%+23.0%+9.9%
Energy average4.1%7.1%11.5%38.2%47.5%14.1%20.8%6.3%12.6%
Difference+2.9%+7.4%+3.7%+10.6%+0.4%-0.6%+2.3%-2.7%

Holdings

The 10 largest positions make up 55.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
COPConocoPhillips7.66%
CVXChevron Corp7.24%
XOMExxonMobil Holdings Corp6.93%
MPCMarathon Petroleum Corp6.18%
OXYOccidental Petroleum Corp5.37%
EOGEOG Resources Inc5.19%
VLOValero Energy Corp4.63%
VGVenture Global Inc Ordinary Shares - Class A4.56%
FANGDiamondback Energy Inc3.78%
PSXPhillips 663.65%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
15.5
P/B
2.4
P/S
1.7
P/CF
6.8

Sector allocation

Share of the equity the fund holds.

100.0%Energy1 sectors
  1. Energy100.0%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
First Trust
Category
Equity · Energy
Ticker
FTXN
Exchange
Nasdaq
Inception
20 Sept 2016 (10.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 0.93%)
Holdings turnover
30% (category 51%)
Distribution yield
1.61%
Beta, 3 years
-0.09
Total net assets
$167.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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