ETFs - Profile

First Trust US Equity Opportunities ETF

US > Multi-Cap > Core

Rank

Universe Rank
62 59

Summary

The fund seeks to replicate the total return performance of the benchmark index before fees and expenses by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The fund employs an indexing investment approach that is designed to track the performance of the Index.

The Index seeks to measure the performance of the equity securities of the 100 largest and typically most liquid initial public offerings (including spin-offs and equity carve-outs) of U.S. companies.

Next, the research team invests significantly in the common stocks that comprise the Index.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund will be concentrated in an More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $104.69
    +0.84
  • 52 Week HL
  • $136.03 - $103.85
  • Net Assets
  • $1990 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-14.2 % YTD

  • 3 Year
  • 54.1%
  • 5 Year
  • 91.96%
  • Best
  • 47.42%
    2020
  • Worst
  • -14.21%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FPX -14%3%47%30%-8%27%7%2%12%0%30%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.2% -2.2% -21.6% 20.8% 0.6% 6.3% -2% 7.2% 1.3% 14.2% -
Q2 - 4.1% 33% 3.5% 7.2% 4.2% 1.3% 1.4% 5.1% 3% -
Q3 - -0.7% 15.3% -3.3% 3.6% 7.2% 7.6% -10.6% 0.1% 13.8% -
Q4 - -1.4% 22.6% 6% -16% 6.4% -0.1% 5.3% 4.8% 10.3% -

Returns +
M

J F M A M J J A S O N D
2022 -14.2% - - - - - - - - - - -
2021 3.6% 3.6% -8.8% 9.4% -4.2% 3.6% 0.8% 1.7% -3.9% 5.1% -5.1% -1.2%

Annual
Return

Index Comparison

Alpha

NAV