FPXE - ETF AI Analysis
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First Trust IPOX Europe Equity Opportunities ETF (FPXE)
Rating:55Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Holdings Performing Well
Several of the largest positions, including Siemens Energy, ARM Holdings, and other top names, have delivered strong year-to-date gains that support the fund’s returns.
Broad Sector and Country Diversification
Exposure across multiple sectors like health care, technology, and industrials, and across several European countries plus the U.S., helps spread risk rather than relying on a single market or industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Concentration in a Few Top Holdings
A meaningful share of assets is tied up in a small number of companies such as Siemens Energy and ARM, increasing the impact if any of these stocks stumble.
Specialized Focus on Recent IPOs in Europe
Because the ETF targets newer European listings, it may be more volatile and sensitive to swings in sentiment toward young or less-established companies.
FPXE vs. SPDR S&P 500 ETF (SPY)
AUM5.14M
RegionEurope
Expense Ratio0.70%
Beta1.03
IssuerFirst Trust
Inception DateOct 04, 2018
Dividend Yield1.41%
Asset ClassEquity
Index TrackedIPOX 100 Europe Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume530
30 Day Avg. Volume723
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering95
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FPXE Summary
FPXE is an ETF that follows the IPOX 100 Europe Index, focusing on companies in Europe that have recently gone public. It holds a mix of sectors like health care, technology, and industrials, and includes well-known names such as Siemens Energy and ARM Holdings. Investors might consider FPXE if they want growth potential from newer, innovative companies while spreading their money across many businesses and countries. However, because it focuses on recent IPOs and stocks, its price can be more volatile and can go up and down quickly with changes in the market.
How much will it cost me?This ETF has an expense ratio of 0.70%, which means you’ll pay about $7 per year for every $1,000 you invest. That’s higher than the average ETF because it follows a more specialized strategy focused on newly public European companies, which typically costs more to research and manage than broad, plain-vanilla index funds.
What would affect this ETF?This ETF could benefit if Europe’s economy strengthens, especially in technology, health care, and industrials, and if newly listed companies like Siemens Energy, ARM, and other recent IPOs grow as they gain market share and improve profitability. On the downside, higher interest rates, weaker European growth, or tighter regulations on key sectors and IPO markets could hurt these younger, more volatile companies and lead to larger price swings for the fund.
FPXE Top 10 Holdings
FPXE leans into Europe’s newest market darlings, with chip designer ARM and semiconductor tester Technoprobe setting the tone; both have been strong longer-term but ARM has been losing a bit of steam lately while Technoprobe keeps powering ahead. Viking Holdings and online broker Nordnet are also rising, giving the fund a lift from travel and financial services. On the flip side, Siemens Energy and Rio Tinto have been lagging in recent months, acting as mild brakes. Overall, this is a Europe-focused, innovation-tilted portfolio with notable tech and growth exposure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ARM Holdings PLC ADR | 7.34% | $360.88K | $276.65B | 62.03% | 69 Neutral | |
| Galderma Group AG | 4.30% | $211.70K | CHF40.78B | 29.84% | 70 Outperform | |
| Viking Holdings | 4.18% | $205.76K | $44.93B | 72.62% | 66 Neutral | |
| Siemens Energy | 4.03% | $198.18K | €128.93B | 50.53% | 72 Outperform | |
| Nordnet AB | 3.73% | $183.62K | kr90.70B | 42.03% | 64 Neutral | |
| Lottomatica Group S.P.A. | 3.44% | $169.38K | €6.13B | 5.37% | 63 Neutral | |
| Rio Tinto | 3.38% | $166.33K | £117.36B | 47.27% | 82 Outperform | |
| Technoprobe S.p.A. | 3.36% | $165.18K | €19.38B | 282.69% | 64 Neutral | |
| Sandoz Group Ltd | 3.29% | $161.81K | CHF27.99B | 30.85% | 59 Neutral | |
| Banco BPM S.p.A. | 3.10% | $152.31K | €23.67B | 50.19% | 72 Outperform |
FPXE Technical Analysis
Neutral
―
Price Trends
34.03
Negative
33.85
Negative
32.54
Positive
Market Momentum
0.11
Negative
49.76
Neutral
15.78
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FPXE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 33.56, equal to the 50-day MA of 34.03, and equal to the 200-day MA of 32.54, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 49.76 is Neutral, neither overbought nor oversold. The STOCH value of 15.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FPXE.
FPXE Peer Comparison
Comparison Results
Performance Comparison
FPXE
First Trust IPOX Europe Equity Opportunities ETF
33.80
2.46
7.85%
DBEZ
Xtrackers MSCI Eurozone Hedged Equity ETF
―
―
―
FLEU
Franklin FTSE Eurozone ETF
―
―
―
EUDG
WisdomTree Europe Quality Dividend Growth Fund
―
―
―
PTEU
Pacer Trendpilot European Index ETF
―
―
―
XEML
Xtrackers Europe Market Leaders ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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