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First Trust US Equity Opportunities ETF FPX

Morningstar Medalist Rating
Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FPX

Will FPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust US Equity Opportunities ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FPX

More FPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Regeneron Pharmaceuticals Inc

9.43 64.7 Mil
Healthcare

Carrier Global Corp Ordinary Shares

7.05 48.4 Mil
Industrials

Airbnb Inc Ordinary Shares - Class A

5.80 39.8 Mil
Consumer Cyclical

Samsara Inc Ordinary Shares - Class A

5.34 36.7 Mil
Technology

Otis Worldwide Corp Ordinary Shares

3.40 23.4 Mil
Industrials

Palantir Technologies Inc Ordinary Shares - Class A

2.98 20.5 Mil
Technology

Constellation Energy Corp

2.70 18.5 Mil
Utilities

DraftKings Inc Ordinary Shares - Class A

2.52 17.3 Mil
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

2.49 17.1 Mil
Communication Services

Vertiv Holdings Co Class A

2.30 15.8 Mil
Industrials