Morningstar

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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

First Trust US Equity Opportunities ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Vernova Inc

10.96 171M
Industrials

SanDisk Corp Ordinary Shares

8.04 125M
Technology

Seagate Technology Holdings PLC

5.87 91M
Technology

Eli Lilly and Co

3.45 54M
Healthcare

Warner Bros. Discovery Inc Ordinary Shares - Class A

2.88 45M
Communication Services

Medline Inc Ordinary Shares - Class A

2.73 43M
Healthcare

Lumentum Holdings Inc

2.47 38M
Technology

AppLovin Corp Ordinary Shares - Class A

2.24 35M
Communication Services

The Goldman Sachs Group Inc

1.99 31M
Financial Services

FedEx Corp

1.95 30M
Industrials

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