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FPX - ETF AI Analysis

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FPX

First Trust US Equity Opportunities ETF (FPX)

Rating:61Neutral
Price Target:
FPX, the First Trust US Equity Opportunities ETF, has a solid overall rating driven mainly by strong growth-focused holdings like AppLovin and Eli Lilly, which show robust financial performance and positive business momentum. However, the fund also includes weaker names such as SanDisk and AST SpaceMobile, where financial and valuation challenges weigh on the picture. The main risk factor is the concentration in a few higher-risk, highly valued companies, which can increase volatility even as they support the fund’s growth potential.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid overall momentum.
Leading Holding With Very Strong Results
The largest position, GE Vernova, has shown very strong performance, giving a meaningful boost to the fund.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which helps reduce the impact if any single industry struggles.
Negative Factors
High Concentration In Top Holdings
A small number of stocks make up a large share of the portfolio, increasing the risk if one of these companies runs into trouble.
Mixed Performance Among Key Positions
Several top holdings, such as Warner Bros, Medline, and AppLovin, have shown weak performance, which can drag on overall returns.
Higher-Than-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the returns go toward costs instead of to investors.

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

FPX Summary

First Trust US Equity Opportunities ETF (FPX) follows the IPOX-100 U.S. Index, focusing on companies that have recently gone public or been spun off. It holds a mix of U.S. businesses across many sectors, including technology, health care, and industrials. Well-known names in the fund include Eli Lilly & Co and FedEx, along with newer, fast-growing firms. Investors might consider FPX if they want growth potential from newer companies while still spreading their money across different industries. A key risk is that newer stocks can be more volatile, so the ETF’s value can rise and fall sharply with the market.
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 leans heavily into U.S. technology and industrial names, with SanDisk and Seagate doing much of the heavy lifting as their shares keep rising on solid earnings and upbeat sentiment. GE Vernova is another key engine, steadily climbing but facing some valuation jitters. On the health care side, Eli Lilly is more of a steady contributor than a star, while media player Warner Bros and Medline are losing steam and quietly dragging on returns. Overall, this is a U.S.-focused, tech-tilted IPO and spinoff story with a few laggards tempering the upside.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.10.78%$167.81M$264.70B65.26%
69
Neutral
SanDisk Corp8.07%$125.62M$236.84B3728.65%
55
Neutral
Seagate Tech6.52%$101.47M$203.62B498.02%
68
Neutral
Eli Lilly & Co3.55%$55.33M$1.10T47.23%
72
Outperform
Warner Bros2.76%$42.98M$64.81B92.22%
68
Neutral
Lumentum Holdings2.75%$42.85M$64.55B710.54%
61
Neutral
Medline2.62%$40.82M$48.84B
AppLovin1.99%$30.98M$138.57B10.81%
74
Outperform
FedEx1.97%$30.68M$75.95B33.45%
79
Outperform
BrightSpring Health Services, Inc.1.92%$29.82M$13.69B238.04%
67
Neutral

FPX Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
191.66
Negative
100DMA
181.29
Positive
200DMA
172.90
Positive
Market Momentum
MACD
-2.18
Positive
RSI
41.10
Neutral
STOCH
43.41
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FPX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 191.96, equal to the 50-day MA of 191.66, and equal to the 200-day MA of 172.90, indicating a neutral trend. The MACD of -2.18 indicates Positive momentum. The RSI at 41.10 is Neutral, neither overbought nor oversold. The STOCH value of 43.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FPX.

FPX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.57B0.57%
61
Neutral
$8.85B0.02%
74
Outperform
$5.26B0.25%
74
Outperform
$4.95B0.98%
69
Neutral
$4.79B0.50%
75
Outperform
$4.71B0.06%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FPX
First Trust US Equity Opportunities ETF
183.13
33.47
22.36%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
DSI
iShares MSCI KLD 400 Social ETF
AKRE
Akre Focus ETF
QLTY
GMO U.S. Quality ETF
VTHR
Vanguard Russell 3000 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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