FPX ETF Analysis: US Equity Opportunities | NYSE

Mid-Cap Growth | NYSE, USA | Market Cap: 1.525m USD | 12M Return: 21.3% | Charts, Fundamentals & Technical Analysis

IPOs, Mid-Cap Equities, U.S. Stocks, Spin-offs
Total Rating 50
Safety 39
Buy Signal -0.11
Mid-Cap Growth
Category Rotation: -7.9
TER: 0.61%
AUM: 1.53B
Avg Turnover: 8.54M
Risk 3d forecast
Volatility31.2%
VaR 5th Pctl5.91%
VaR vs Median5.04%
Reward TTM
Sharpe Ratio0.71
Rel. Str. IBD47.5
Rel. Str. Peer Group55
Character TTM
Beta1.635
Beta Downside1.564
Hurst Exponent0.468
Drawdowns 3y
Max DD30.88%
CAGR/Max DD0.79
CAGR/Mean DD4.45

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.6% 11
Feb -0.2% 13
Mar -2.2% 12
Apr +0.3% 11
May +0.8% 14
Jun +1.2% 16
Jul +0.6% 8
Aug -0.2% 8
Sep -3.0% 23
Oct -0.8% 19
Nov +0.6% 28
Dec -1.5% 35

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FPX US Equity Opportunities

First Trust US Equity Opportunities ETF (FPX) is a non-diversified exchange-traded fund that tracks an index of the 100 typically largest and most liquid U.S. initial public offerings (IPOs), including spin-offs and equity carve-outs. Under normal conditions, the fund invests at least 90% of its net assets in the securities that make up the underlying index, providing targeted exposure to recently public U.S. companies.

The U.S. IPO market represents a distinct segment of the equity landscape, where newly public companies often span growth-oriented sectors such as technology, healthcare, and consumer services. By focusing on the largest and most liquid offerings, the index aims to capture the most established names from each IPO class while filtering out smaller, less tradable issues. FPX itself launched in April 2006 and is classified as a Mid-Cap Growth ETF with a small-cap market capitalization profile.

Headlines to Watch Out For
  • US IPO pipeline strength drives new index additions
  • Mid-cap growth rally lifts recently listed constituents
  • Risk-off sentiment pressures recent IPO performance
What is the price of FPX shares?

As of July 28, 2026, the stock is trading at USD 181.57 with a total of 133,508 shares traded. Over the past week, the price has changed by -1.21%, over one month by -9.86%, over three months by +0.62% and over the past year by +21.32%.

Current recommended Stop Loss: 174.60 (which is 3.8% or 1.4 ATR below the current price).

Is FPX a buy, sell or hold?

US Equity Opportunities has no consensus analysts rating.