The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
First Trust US Equity Opportunities ETF FPX
Morningstar’s Analysis FPX
Will FPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Samsara Inc Ordinary Shares - Class A | 8.65 | 65.1 Mil | Technology |
Airbnb Inc Ordinary Shares - Class A | 6.84 | 51.5 Mil | Consumer Cyclical |
Carrier Global Corp Ordinary Shares | 6.03 | 45.4 Mil | Industrials |
Regeneron Pharmaceuticals Inc | 5.43 | 40.9 Mil | Healthcare |
Constellation Energy Corp | 4.45 | 33.5 Mil | Utilities |
Uber Technologies Inc | 4.10 | 30.9 Mil | Technology |
Symbotic Inc Ordinary Shares - Class A | 3.18 | 23.9 Mil | Industrials |
Otis Worldwide Corp Ordinary Shares | 3.14 | 23.6 Mil | Industrials |
DoorDash Inc Ordinary Shares - Class A | 3.13 | 23.5 Mil | Communication Services |
Vertiv Holdings Co Class A | 2.78 | 20.9 Mil | Industrials |