Current Index to Statistics

Roundhill Sports Betting & iGaming ETF (NYSE Arca: BETZ) Changes Underlying Index

Retrieved on: 
Monday, September 18, 2023
Morning Star, Current Index to Statistics, Morningstar, Inc., ETF, Fund, Index

NEW YORK, Sept. 18, 2023 /PRNewswire/ -- On July 27, 2023, Roundhill Financial Inc. (the "Adviser"), the investment adviser to the Roundhill Sports Betting & iGaming ETF (the "Fund") has announced it will modify the underlying index of the Fund from the Roundhill Sports Betting and iGaming Index (the "Current Index") to the Morningstar® Sports Betting & iGaming Select IndexSM (the "New Index"). These changes are anticipated to go into effect following the market closing on September 29, 2023. The Fund will open for trading on October 2, 2023 tracking the new Index.

Key Points: 
  • NEW YORK, Sept. 18, 2023 /PRNewswire/ -- On July 27, 2023, Roundhill Financial Inc. (the "Adviser"), the investment adviser to the Roundhill Sports Betting & iGaming ETF (the "Fund") has announced it will modify the underlying index of the Fund from the Roundhill Sports Betting and iGaming Index (the "Current Index") to the Morningstar® Sports Betting & iGaming Select IndexSM (the "New Index").
  • These changes are anticipated to go into effect following the market closing on September 29, 2023.
  • The Fund will open for trading on October 2, 2023 tracking the new Index.
  • Similar to the Current Index, the New Index is designed to provide targeted exposure to companies involved in the sports betting and online gaming industry.

First Trust Announces Shareholder Approval of Certain Matters for First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund and Upcoming Implementation of Related Changes

Retrieved on: 
Thursday, September 22, 2022
REIT, Finance, Banking, Professional Services, Construction & Property, ERISA, Fund, Trustee, FTA, FINRA, Sale, Internal Revenue Code, NYSE Arca, Investment Company Act of 1940, FFR, Judgement, FTSE, Investment, Under New Management (TV series), AIB (NI), FTP, Current Index to Statistics, Trust, Retirement, Board, Prospectus, Communication, Innovation, Tax, Financial adviser

Currently, the Funds investment objective is to seek investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index (Current Index).

Key Points: 
  • Currently, the Funds investment objective is to seek investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index (Current Index).
  • The Board of Trustees of the Trust previously approved a change to the Funds investment objective that will result in the replacement of the Current Index with the Alerian Disruptive Technology Real Estate Index (New Index).
  • The Fund was not required to seek shareholder approval of its new investment objective or the New Index.
  • The risks of investing in the Fund are spelled out in its prospectus, shareholder reports and other regulatory filings.

First Trust Announces Shareholder Approval of Certain Matters for First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund and Upcoming Implementation of Related Changes

Retrieved on: 
Thursday, September 1, 2022
Professional Services, Finance, Prospectus, Trust, Internal Revenue Code, Tax, Trustee, Investment Company Act of 1940, Sale, Judgement, Board, Under New Management (TV series), Fund, Investment, AIB (NI), ERISA, Retirement, FFR, FTP, FTSE, Communication, NYSE Arca, Current Index to Statistics, FINRA, FTA, Property management, Financial adviser

Currently, the Funds investment objective is to seek investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index (Current Index).

Key Points: 
  • Currently, the Funds investment objective is to seek investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the FTSE EPRA/NAREIT Developed Index (Current Index).
  • The Board of Trustees of the Trust previously approved a change to the Funds investment objective that will result in the replacement of the Current Index with the Alerian Disruptive Technology Real Estate Index (New Index).
  • The Fund was not required to seek shareholder approval of its new investment objective or the New Index.
  • Additionally, the Funds name will change to First Trust Alerian Disruptive Technology Real Estate ETF and its new ticker symbol is expected to be DTRE.

First Trust Announces Shareholder Approval of New Investment Management Agreement for First Trust Global Engineering and Construction ETF and Upcoming Implementation of Certain Related Changes

Retrieved on: 
Monday, July 25, 2022
Asset Management, Professional Services, Finance, Sale, AIB (NI), Trust, Investment, Construction, Fund, Internal Revenue Code, Current Index to Statistics, FTA, Judgement, FINRA, FTP, Retirement, Board, Prospectus, FLM, NYSE Arca, Sporting News Manager of the Year Award, Tax, Trustee, ERISA, Security (finance), Financial adviser

Under the New Management Agreement, which will replace the Funds current investment management agreement, the Fund will transition to a unitary fee structure.

Key Points: 
  • Under the New Management Agreement, which will replace the Funds current investment management agreement, the Fund will transition to a unitary fee structure.
  • Shareholders were asked to approve the New Management Agreement in connection with a change that will be made to the Funds investment objective.
  • The New Index will be composed of securities issued by U.S. infrastructure companies that build, operate and own infrastructure assets.
  • The Fund was not required to seek shareholder approval of its new investment objective or the New Index.