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First Trust US Equity Opportunities ETF FPX

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings FPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsara Inc Ordinary Shares - Class A

6.79 48.5 Mil
Technology

Airbnb Inc Ordinary Shares - Class A

6.63 47.4 Mil
Consumer Cyclical

Carrier Global Corp Ordinary Shares

6.19 44.2 Mil
Industrials

Regeneron Pharmaceuticals Inc

5.99 42.8 Mil
Healthcare

Constellation Energy Corp

4.78 34.1 Mil
Utilities

Uber Technologies Inc

4.63 33.1 Mil
Technology

Otis Worldwide Corp Ordinary Shares

3.32 23.7 Mil
Industrials

DoorDash Inc Ordinary Shares - Class A

3.26 23.3 Mil
Communication Services

Vertiv Holdings Co Class A

2.63 18.8 Mil
Industrials

Symbotic Inc Ordinary Shares - Class A

2.55 18.2 Mil
Industrials