First Trust Equity Etf Performance
| FPX Etf | USD 169.28 2.24 1.34% |
The etf shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. As returns on the market increase, First Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding First Trust is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Equity are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, First Trust is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Morey Quinn Wealth Partners LLC Sells 498 Shares of First Trust US Equity Opportunities ETF FPX | 10/09/2025 |
2 | Atria Investments Inc Trims Position in First Trust US Equity Opportunities ETF FPX | 11/05/2025 |
3 | Envestnet Asset Management Inc. Lowers Stock Holdings in First Trust US Equity Opportunities ETF FPX | 11/12/2025 |
4 | Turbulent November market puts the onus back on the bulls to show resilience | 11/24/2025 |
5 | DJT Stock Falls as Trump Media Launches Five America-First ETFs. What Is It Trying to Do - Barrons | 12/30/2025 |
First Trust Relative Risk vs. Return Landscape
If you would invest 16,732 in First Trust Equity on October 8, 2025 and sell it today you would earn a total of 196.00 from holding First Trust Equity or generate 1.17% return on investment over 90 days. First Trust Equity is generating 0.0334% of daily returns assuming volatility of 1.721% on return distribution over 90 days investment horizon. In other words, 15% of etfs are less volatile than First, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
First Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for First Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as First Trust Equity, and traders can use it to determine the average amount a First Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0194
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FPX |
Based on monthly moving average First Trust is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of First Trust by adding it to a well-diversified portfolio.
First Trust Fundamentals Growth
First Etf prices reflect investors' perceptions of the future prospects and financial health of First Trust, and First Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on First Etf performance.
| Price To Earning | 21.36 X | |||
| Price To Book | 2.58 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 923.15 M | |||
About First Trust Performance
Evaluating First Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if First Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if First Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 90 percent of its net assets in the common stocks that comprise the index. FT US is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: DJT Stock Falls as Trump Media Launches Five America-First ETFs. What Is It Trying to Do - Barrons | |
| The fund retains 99.79% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Trust Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
The market value of First Trust Equity is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.