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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 sizable 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 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsara Inc Ordinary Shares - Class A

7.87 57.5 Mil
Technology

Airbnb Inc Ordinary Shares - Class A

7.23 52.9 Mil
Consumer Cyclical

Carrier Global Corp Ordinary Shares

5.36 39.2 Mil
Industrials

Regeneron Pharmaceuticals Inc

5.35 39.1 Mil
Healthcare

Uber Technologies Inc

4.54 33.2 Mil
Technology

Constellation Energy Corp

4.18 30.5 Mil
Utilities

DoorDash Inc Ordinary Shares - Class A

3.71 27.1 Mil
Communication Services

Otis Worldwide Corp Ordinary Shares

3.36 24.5 Mil
Industrials

Block Inc Class A

2.86 20.9 Mil
Technology

Symbotic Inc Ordinary Shares - Class A

2.74 20.1 Mil
Industrials