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FPX - ETF AI Analysis

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FPX

First Trust US Equity Opportunities ETF (FPX)

Rating:63Neutral
Price Target:
FPX, the First Trust US Equity Opportunities ETF, has a solid but not top-tier rating, reflecting a mix of strong growth names and some holdings with notable risks. High-impact positions like AppLovin and Palantir support the fund’s quality through robust growth and positive earnings trends, while companies such as AST SpaceMobile and SanDisk, which face financial and operational challenges, likely weigh on the overall rating. The main risk factor is exposure to several high-valuation, leveraged growth stocks, which can increase volatility even as they offer upside potential.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Winners in Top Holdings
Several of the largest positions, such as GE Vernova, SanDisk, Seagate, and Lumentum, have delivered strong year-to-date gains that support the fund’s overall results.
Broad Sector Diversification
Holdings spread across technology, industrials, health care, and several other sectors help reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentration in Top Positions
A meaningful share of assets is tied up in a handful of names, so poor performance from these companies could significantly drag on the fund.
Limited Geographic Diversification
With almost all assets invested in U.S. stocks, the ETF offers little protection if the U.S. market faces a downturn.

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

FPX Summary

First Trust US Equity Opportunities ETF (FPX) tracks the IPOX-100 U.S. Index, which focuses on U.S. companies that have recently gone public or been spun off. This means you’re investing in newer businesses that may still be in their early growth phase. The fund holds well-known names like FedEx and Palantir Technologies, along with many newer, innovative firms across technology, industrials, and health care. Someone might invest in FPX to seek higher growth and diversify into fresh market leaders. However, these newer stocks can be more volatile, so the ETF’s price can rise and fall sharply.
How much will it cost me?The First Trust US Equity Opportunities ETF (FPX) has an expense ratio of 0.61%, meaning you’ll pay $6.10 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on newly public companies, which requires more research and management compared to passively managed ETFs.
What would affect this ETF?The First Trust US Equity Opportunities ETF (FPX) could benefit from a strong U.S. economy and growth in sectors like technology and communication services, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact newly public companies and high-growth sectors. Regulatory changes affecting IPOs or specific industries could also influence the ETF's performance.

FPX Top 10 Holdings

FPX is leaning hard into U.S. innovators, with a clear tilt toward tech and industrial newcomers. GE Vernova is the main engine here, rising strongly and giving the fund a powerful industrial backbone. On the tech side, Seagate and Lumentum have been climbing, helping drive recent gains, while SanDisk adds more fuel with solid momentum. Offsetting that strength, AppLovin and Palantir have been more mixed to lagging, and AST SpaceMobile has stumbled lately, reminding investors that early-stage, U.S.-focused growth stories can be a bumpy ride.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.11.29%$159.27M$281.95B155.41%
69
Neutral
SanDisk Corp8.78%$123.91M$208.45B3380.74%
55
Neutral
Seagate Tech6.15%$86.76M$178.37B637.98%
68
Neutral
Medline3.91%$55.12M$47.54B
AST SpaceMobile3.23%$45.61M$32.47B213.84%
54
Neutral
Lumentum Holdings3.19%$45.00M$75.52B1145.28%
61
Neutral
AppLovin3.02%$42.65M$168.31B38.27%
74
Outperform
Warner Bros2.57%$36.29M$67.64B196.07%
68
Neutral
FedEx2.56%$36.14M$89.66B63.73%
79
Outperform
Constellation Energy Corporation2.54%$35.86M$96.51B-5.45%
68
Neutral

FPX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
172.19
Positive
100DMA
169.00
Positive
200DMA
164.30
Positive
Market Momentum
MACD
4.40
Positive
RSI
57.63
Neutral
STOCH
51.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FPX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 183.01, equal to the 50-day MA of 172.19, and equal to the 200-day MA of 164.30, indicating a bullish trend. The MACD of 4.40 indicates Positive momentum. The RSI at 57.63 is Neutral, neither overbought nor oversold. The STOCH value of 51.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FPX.

FPX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.41B0.57%
63
Neutral
$8.16B0.02%
74
Outperform
$6.08B0.98%
64
Neutral
$5.28B0.25%
75
Outperform
$4.57B0.06%
73
Outperform
$4.29B0.50%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FPX
First Trust US Equity Opportunities ETF
185.13
50.54
37.55%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
AKRE
Akre Focus ETF
DSI
iShares MSCI KLD 400 Social ETF
VTHR
Vanguard Russell 3000 ETF
QLTY
GMO U.S. Quality 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.
DisclaimerThis 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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