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FPWR - ETF AI Analysis

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FPWR

First Trust Eip Power Solutions Etf (FPWR)

Rating:67Neutral
Price Target:
FPWR’s rating suggests it is a generally solid but not top-tier ETF, supported by strong infrastructure and energy names like MPLX and Enterprise Products Partners, which bring robust financial performance, growth initiatives, and attractive dividends. However, several key holdings such as Evergy, Southern Co, and Kinder Morgan face issues like bearish price trends, cash flow challenges, and debt or valuation concerns, which weigh on the overall score. The main risk factor is the fund’s concentration in power and energy-related companies, making it sensitive to sector-specific and regulatory pressures.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Most of the largest positions, including major utilities and energy names, have delivered positive year-to-date returns that support the fund’s overall performance.
Focused Exposure to Power and Energy Infrastructure
Heavy weighting in utilities and energy companies gives investors targeted exposure to power solutions and related infrastructure businesses.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
With most assets in utilities and energy, the ETF is vulnerable to downturns or regulatory changes affecting these specific sectors.
Limited Geographic Diversification
The portfolio is overwhelmingly invested in U.S. companies, offering little exposure to opportunities or diversification in other regions.

FPWR vs. SPDR S&P 500 ETF (SPY)

FPWR Summary

FPWR (First Trust EIP Power Solutions ETF) is a U.S.-focused fund that invests mainly in utility and energy companies that are working to reduce carbon emissions and support cleaner power solutions. It does not track a traditional index, but follows a low‑carbon, power-focused theme. Well-known holdings include Duke Energy and Southern Company, both major U.S. utilities. Investors might consider FPWR for exposure to the long-term shift toward cleaner energy while still owning established power companies. A key risk is that it is heavily concentrated in utility and energy stocks, so its price can swing with changes in those sectors and energy regulations.
How much will it cost me?The expense ratio for the First Trust EIP Power Solutions ETF (FPWR) is 0.96%, which means you’ll pay $9.60 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on a niche sector, requiring more research and specialized management.
What would affect this ETF?The ETF's focus on companies advancing clean energy and sustainability could benefit from increasing regulatory support for green initiatives and growing consumer demand for environmentally friendly solutions. However, it may face challenges from fluctuating energy prices, potential changes in government policies, or economic downturns that impact utility and energy sectors, which make up the majority of its holdings.

FPWR Top 10 Holdings

This ETF is powered by a tight cluster of U.S. utilities and energy infrastructure names, with Duke Energy and Southern Co acting as steady anchors as they grind higher. On the energy side, Kinder Morgan and Energy Transfer have been rising more decisively, giving the fund an extra push, while Enterprise Products Partners and MPLX add to the tailwind with solid, if less flashy, gains. National Fuel Gas and Evergy are also contributing, but their mixed cash flow and regulatory overhangs mean they’re helping more quietly than leading the charge.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
5.37%$1.21M
Duke Energy4.54%$1.02M$101.94B10.62%
70
Outperform
National Fuel Gas Company3.49%$785.20K$8.83B25.02%
77
Outperform
Southern Co3.47%$781.70K$108.86B4.61%
68
Neutral
PPL3.29%$741.15K$28.78B11.76%
66
Neutral
Evergy3.01%$678.01K$19.14B27.77%
62
Neutral
Energy Transfer2.97%$669.20K$63.96B7.70%
70
Outperform
Enterprise Products Partners2.95%$663.84K$80.18B10.22%
73
Outperform
WEC Energy Group2.93%$660.60K$37.63B6.06%
67
Neutral
MPLX2.89%$650.22K$59.07B11.16%
81
Outperform

FPWR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
35.27
Positive
100DMA
34.37
Positive
200DMA
33.17
Positive
Market Momentum
MACD
0.64
Positive
RSI
62.12
Neutral
STOCH
20.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FPWR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.18, equal to the 50-day MA of 35.27, and equal to the 200-day MA of 33.17, indicating a bullish trend. The MACD of 0.64 indicates Positive momentum. The RSI at 62.12 is Neutral, neither overbought nor oversold. The STOCH value of 20.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FPWR.

FPWR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$22.46M0.96%
67
Neutral
$50.58M0.32%
68
Neutral
$50.36M0.35%
69
Neutral
$49.34M0.68%
70
Outperform
$39.75M0.99%
70
Outperform
$5.62M0.59%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FPWR
First Trust Eip Power Solutions Etf
37.24
8.05
27.58%
GABF
Gabelli Financial Services Opportunities ETF
PSR
Invesco Active U.S. Real Estate Fund
REIT
ALPS Active REIT ETF
RNTY
YieldMax Target 12 Real Estate Option Income ETF
USNG
Amplify Samsung U.S. Natural Gas Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

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.Date of analysis: ―
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