FPX
+10.80 · +6.96%
$166.12 · NYSE ARCA

First Trust US Equity Opportunities ETF (FPX) ETF Analysis | Mid-Cap Growth

First Trust · United States
AUM:$1.2B
#– of – in Mid-Cap Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 22.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.61% — moderate cost. Consider how fees compound over long holding periods.

What is FPX?

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index seeks to measure the performance of equity securities of the 100 typically largest and most liquid initial public offerings (IPOs) (including spin-offs and equity carve-outs) of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
FPX delivered 22.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.61%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 41.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.2B
Expense Ratio0.61%
Dividend Yield0.53%
Holdings48
Inception DateApr 2006
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta1.64
CategoryMid-Cap Growth
CurrencyUSD
Portfolio Impact

How would FPX affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.4%
1Y
+18.2%
3Y
+108.4%
5Y
+41.8%
OpenBook InsightIf you had invested £10,000 in FPX 5 years ago, it would have grown to £14,177 — a gain of £4,177.

Annual Returns

Calendar year performance

FPX delivered positive returns in 4 of the last 5 calendar years.
YearFPX
2026 YTD+9.4%
2025+35.7%
2024+28.6%
2023+23.8%
2022-34.7%
CAGR 4yr+9.0%
4/5 positive yearsAvg return: +12.6%Worst year: -34.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
30.0%
High
Momentum
-1.8%
30-day change
Support Level
179.68
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.