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FPX - ETF AI Analysis

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FPX

First Trust US Equity Opportunities ETF (FPX)

Rating:64Neutral
Price Target:
FPX, the First Trust US Equity Opportunities ETF, earns a solid overall rating driven by strong contributions from major holdings like IBM, which benefits from robust revenue growth and a strategic focus on AI and hybrid cloud, and AppLovin and Palantir, which add growth potential through strong financial performance and positive earnings outlooks. However, weaker holdings such as SanDisk and AST SpaceMobile, which face financial and valuation challenges, weigh on the fund’s rating. A key risk factor is the fund’s meaningful exposure to a few large positions, which can increase volatility if any of these companies underperform.
Positive Factors
Strong Recent Overall Performance
The ETF has shown positive performance so far this year and over the last three months, indicating generally supportive momentum.
Standout Winning Holdings
Some top positions, such as AST SpaceMobile and SanDisk, have delivered very strong gains, helping lift the fund’s results.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, health care, industrials, utilities, and others, which helps reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees each year.
Concentrated in a Few Large Positions
A small number of holdings, such as GE Vernova and AppLovin, make up a sizable share of the portfolio, increasing the impact if any of these stocks perform poorly.
Heavy U.S.-Only Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.

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 stocks that may still be in their early growth phase. The fund holds well-known names like IBM, Palantir Technologies, and DoorDash, spread across technology, health care, and other sectors. Someone might invest in FPX to seek higher growth and to get diversified exposure to recent IPOs in one fund. A key risk is that newer stocks can be very volatile and can go up and down 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 heavily on a few big U.S. names, with GE Vernova doing much of the heavy lifting as its standout winner, while Seagate and SanDisk add extra fuel with rising momentum. On the flip side, AppLovin and Palantir have been lagging, acting like a headwind against the fund’s tech-heavy tilt. IBM has been more of a steady but uninspiring anchor lately. Overall, this is a U.S.-only, growth-tilted portfolio with a clear bias toward newer tech and industrial stories, which makes returns more sensitive to a handful of volatile names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.12.86%$152.74M$231.38B155.65%
69
Neutral
Medline5.00%$59.34M$55.52B
AppLovin4.97%$59.00M$149.27B49.00%
74
Outperform
Constellation Energy Corporation4.07%$48.35M$114.83B45.48%
68
Neutral
Palantir Technologies3.98%$47.23M$365.38B77.43%
74
Outperform
SanDisk Corp3.57%$42.43M$111.25B1237.99%
55
Neutral
International Business Machines3.49%$41.50M$236.01B-0.27%
79
Outperform
AST SpaceMobile2.93%$34.76M$34.67B253.76%
54
Neutral
Warner Bros2.67%$31.66M$67.83B150.46%
68
Neutral
Seagate Tech2.43%$28.86M$88.71B357.40%
68
Neutral

FPX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
165.15
Negative
100DMA
164.55
Negative
200DMA
157.90
Positive
Market Momentum
MACD
-0.50
Positive
RSI
49.50
Neutral
STOCH
57.58
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 164.81, equal to the 50-day MA of 165.15, and equal to the 200-day MA of 157.90, indicating a neutral trend. The MACD of -0.50 indicates Positive momentum. The RSI at 49.50 is Neutral, neither overbought nor oversold. The STOCH value of 57.58 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
$1.20B0.61%
64
Neutral
$9.13B0.33%
72
Outperform
$8.78B0.21%
74
Outperform
$7.14B0.02%
74
Outperform
$6.95B0.98%
67
Neutral
$4.77B0.25%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FPX
First Trust US Equity Opportunities ETF
165.51
49.69
42.90%
CGUS
Capital Group Core Equity ETF
ONEQ
Fidelity Nasdaq Composite Index ETF
BBUS
JP Morgan Betabuilders U.S. Equity ETF
AKRE
Akre Focus ETF
DSI
iShares MSCI KLD 400 Social 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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