FTRI Profile
The First Trust Indxx Global Natural Resources Income ETF focuses on investing a minimum of 90% of its net assets, including any borrowings for investment purposes, in the common stocks and depositary receipts that make up its underlying index. The fund's strategy aims to deliver returns that closely track the index’s performance, before fees and expenses, by replicating its investment composition. This approach is designed to offer investors exposure to high dividend-yielding companies within the natural resources sector.
The underlying index is a free float-adjusted, market capitalization-weighted benchmark that selects the 50 companies globally with the highest dividend yields in the upstream segment of the natural resources industry. This segment encompasses the exploration, extraction, and production phases of natural resources such as oil, gas, and minerals. The index is meticulously constructed to reflect the market performance of these top dividend payers, which are crucial for investors seeking income from natural resource investments.
As a non-diversified fund, the ETF concentrates its investments on a specific subset of the natural resources sector, focusing on companies with strong dividend profiles. This targeted investment approach emphasizes high yield opportunities and aims to provide investors with a steady income stream, leveraging the financial strength and profitability of leading players in the upstream natural resources sector. The concentrated nature of the fund reflects its strategic focus on income generation through dividends.
Managed by First Trust, the ETF benefits from the firm’s extensive experience and expertise in financial management and sector-specific investing. First Trust employs rigorous research and analysis to ensure that the fund effectively tracks its index and meets its investment objectives. By focusing on high dividend yields and a specialized sector, First Trust aims to offer investors a robust income-generating investment product with exposure to key players in the global natural resources market.
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