— Know what they know.
Not Investment Advice

FPX

First Trust US Equity Opportunities ETF
1W: +0.5% 1M: -0.5% 3M: -3.0% YTD: -0.1% 1Y: +37.1% 3Y: +106.5% 5Y: +37.7%
$158.33
-6.52 (-3.96%)
After Hours: $160.57 (+2.24, +1.41%)
ETF AMEX · AUM $1.2B
ETF-Level Metrics
AUM$1.2B
Holdings102
Top 10 Wt—%
Beta1.65
% Profitable71%
Coverage0%
Portfolio Valuation
P/E44.3
P/B2.3
P/S2.8
EV/EBITDA21.6
P/FCF30.0
PEG2.64
Profitability & Returns
Gross Margin32.6%
Net Margin5.1%
ROE6.2%
ROA1.8%
ROIC6.5%
Div Yield0.94%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.13
Net Debt/EBITDA-2.1x
Interest Cov3.9x
Current Ratio1.49
Quick Ratio1.41
Growth (YoY)
Revenue+42.3%
Net Income+64.8%
EPS+65.0%
FCF+55.5%
EBITDA+60.5%
Rev CAGR 3Y+20.2%
Quality Scores
Piotroski F5.7
Altman Z10.52
IS Quality60.1
IS Overall52.9
IS Value43.4
Median P/E23.0

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 24 0.0% -64.9
Healthcare 18 0.0% -246.8
Industrials 14 0.0% 37.3
Financial Services 12 0.0% 30.5
Utilities 6 0.0% 33.5
Real Estate 6 0.0% 57.5
Communication Services 5 0.0% 24.9
Consumer Cyclical 5 0.0% 20.2
Energy 4 0.0% 46.9
Basic Materials 3 0.0% 16.5
Consumer Defensive 3 0.0% 25.0
Other 2 0.0%

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
VSAT Viasat, Inc. 0.00% 4 Bullish 6 1 +13.0%
IBM International Business Machines Corporation 0.00% 4 Bullish 10 8 -0.2%
GEV GE Vernova Inc. 0.00% 4 Bullish 8 7 +5.7%
KVUE Kenvue Inc. 0.00% 4 Bullish 3 4 -2.5%
REGN Regeneron Pharmaceuticals, Inc. 0.00% 4 Bullish 16 1 -4.2%
Showing 50 of 102 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Ionis Pharmaceuticals, Inc. IONS 0.00% $2.4M 33,628 -31.7 $12.0B Healthcare
2 Travel + Leisure Co. TNL 0.00% $4.7M 66,774 19.6 $4.5B Consumer Cyclical
3 Oklo Inc. (Class A) OKLO 0.00% $2.3M 42,171 -71.2 $9.6B Utilities
4 Astera Labs, Inc. ALAB 0.00% $2.2M 17,533 89.0 $20.5B Technology
5 SailPoint, Inc. SAIL 0.00% $2.2M 174,904 -23.1 $7.0B Technology
6 DigitalOcean Holdings, Inc. DOCN 0.00% $2.0M 23,744 30.4 $8.0B Technology
7 DuPont de Nemours Inc. DD 0.00% $2.0M 46,640 -24.4 $19.4B Basic Materials
8 Nuvalent, Inc. (Class A) NUVL 0.00% $1.9M 20,041 -17.4 $7.2B Healthcare
9 Figure Technology Solutions, Inc. (Class A) FIGR 0.00% $1.8M 55,536 51.7 $5.5B Financial Services
10 Tempus AI, Inc. (Class A) TEM 0.00% $1.8M 36,936 -32.5 $8.1B Healthcare
11 ViaSat, Inc. VSAT 0.00% $1.8M 35,104 -18.5 $6.8B Technology
12 CG Oncology, Inc. CGON 0.00% $1.7M 25,122 -32.1 $5.6B Healthcare
13 LegalZoom.com, Inc. LZ 0.00% $1.6M 257,629 66.9 $1.1B Industrials
14 CNX Resources Corporation CNX 0.00% $1.4M 34,992 8.6 $5.8B Energy
15 Legence Corp. (Class A) LGN 0.00% $1.4M 27,336 -116.7 $5.9B Industrials
16 Amentum Holdings, Inc. AMTM 0.00% $1.4M 50,574 66.0 $6.5B Industrials
17 CVR Energy, Inc. CVI 0.00% $1.0M 31,307 127.6 $3.3B Energy
18 Victoria's Secret & Co. VSCO 0.00% $1.0M 20,831 23.4 $3.6B Consumer Cyclical
19 Lemonade, Inc. LMND 0.00% $1.3M 19,394 -28.8 $5.1B Financial Services
20 StandardAero, Inc. SARO 0.00% $2.7M 104,163 31.1 $8.9B Industrials
21 Exelixis, Inc. EXEL 0.00% $2.9M 69,637 14.8 $11.5B Healthcare
22 Miami International Holdings, Inc. MIAX 0.00% $824,649 21,134 -47.9 $3.6B Financial Services
23 Everus Construction Group, Inc. ECG 0.00% $1.2M 10,590 29.4 $6.3B Industrials
24 Compass, Inc. (Class A) COMP 0.00% $1.2M 148,234 -75.7 $4.5B Technology
25 Sabra Health Care REIT, Inc. SBRA 0.00% $1.3M 64,712 31.5 $5.0B Real Estate
26 Rithm Capital Corp. RITM 0.00% $1.3M 143,825 7.7 $5.1B Real Estate
27 Maplebear Inc. (Instacart) CART 0.00% $2.4M 65,407 20.8 $9.5B Consumer Cyclical
28 Ingram Micro Holding Corporation INGM 0.00% $1.4M 61,006 16.2 $5.4B Technology
29 International Business Machines Corporation IBM 0.00% $41.3M 164,955 21.4 $226.4B Technology
30 CoreWeave, Inc. (Class A) CRWV 0.00% $9.7M 120,454 -29.9 $46.0B Technology
31 American Healthcare REIT, Inc. AHR 0.00% $10.0M 195,394 113.0 $9.0B Real Estate
32 Rivian Automotive, Inc. (Class A) RIVN 0.00% $10.3M 636,298 -5.1 $19.3B Consumer Cyclical
33 UL Solutions Inc. (Class A) ULS 0.00% $11.3M 135,634 53.0 $17.5B Industrials
34 TPG Inc. (Class A) TPG 0.00% $11.5M 278,553 37.2 $15.6B Financial Services
35 Nextpower Inc. (Class A) NXT 0.00% $11.9M 100,123 30.6 $19.4B Technology
36 BridgeBio Pharma, Inc. BBIO 0.00% $11.9M 170,039 -19.6 $13.9B Healthcare
37 Solventum Corporation SOLV 0.00% $12.7M 189,055 7.2 $11.2B Healthcare
38 Reddit, Inc. (Class A) RDDT 0.00% $13.6M 98,357 45.7 $26.6B Communication Services
39 Solstice Advanced Materials Inc. SOLS 0.00% $14.4M 197,725 50.3 $12.1B Basic Materials
40 Entergy Corporation ETR 0.00% $14.5M 139,081 26.2 $46.5B Utilities
41 Crane Company CR 0.00% $14.6M 83,707 26.5 $10.1B Industrials
42 Tenet Healthcare Corporation THC 0.00% $15.9M 77,547 12.3 $17.6B Healthcare
43 NRG Energy, Inc. NRG 0.00% $17.0M 105,437 32.2 $32.4B Utilities
44 Robinhood Markets, Inc. (Class A) HOOD 0.00% $17.3M 233,745 33.5 $65.3B Financial Services
45 Cencora Inc. COR 0.00% $18.0M 54,373 38.0 $63.2B Healthcare
46 Amrize Ltd AMRZ 0.00% $19.1M 353,077 23.5 $31.0B Basic Materials
47 Ventas, Inc. VTR 0.00% $20.9M 243,811 154.1 $39.3B Real Estate
48 DoorDash, Inc. (Class A) DASH 0.00% $21.4M 134,223 70.0 $66.4B Communication Services
49 GE HealthCare Technologies Inc. GEHC 0.00% $23.3M 331,007 19.5 $32.9B Healthcare
50 DT Midstream, Inc. DTM 0.00% $27.7M 200,537 31.5 $13.8B Energy

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms