FPXE

First Trust IPOX Europe Equity Opportunities ETFFirst Trust
$30.93-0.64 (-2.01%)Close
AUM$4.8M
Expense Ratio0.70%
NAV$31.86
Holdings101
InceptionOct 4, 2018

Price Chart

Key Statistics

Previous Close

$31.57

Day Range

$30.88$31.07

52-Week Range

$22.99$33.66

Avg Volume

1.2K

Dividend Yield

1.14%

Expense Ratio

0.70%

AUM

$4.8M

Shares Outstanding

159.3K

Sector Breakdown

SectorWeight %
Healthcare19.84%
Industrials18.02%
Financial Services17.43%
Consumer Cyclical16.38%
Basic Materials14.84%
Technology4.19%
Communication Services3.60%
Consumer Defensive2.73%
Utilities1.72%
Energy0.81%
Real Estate0.45%

Country Allocation

CountryWeight %
Switzerland22.07%
Germany14.21%
United Kingdom12.64%
Italy7.91%
Sweden6.63%
Norway5.91%
Finland4.82%
Bermuda4.59%
South Africa3.91%
Netherlands2.95%
France2.88%
Spain2.51%
United States1.62%
Belgium1.61%
Austria1.50%
Greece1.36%
Czech Republic1.10%
Luxembourg0.97%
Poland0.32%
Cyprus0.25%
Ireland0.21%
Other0.03%

Fund Information

Category
Healthcare
Subcategory
Europe
Inception Date
Oct 4, 2018
Exchange
NASDAQ
Description
The First Trust IPOX Europe Equity Opportunities ETF (the "Fund") seeks investment results that correspond generally to the price and yield (before the Fund's fees and expenses) of an equity index called the IPOX 100 Europe Index (the "Index"). The Fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the Index. The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. The Fund's investment advisor seeks a correlation of 0.95 or better (before fees and expenses) between the Fund's performance and the performance of the Index; a figure of 1.00 would represent perfect correlation. The Index is owned, developed, maintained and sponsored by IPOX Schuster LLC (the "Index Provider").

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VHTVanguard Health Care ETF$19.80B0.09%411
COWZPacer US Cash Cows 100 ETF$18.40B0.49%103
VTWOVanguard Russell 2000 ETF$14.50B0.06%1,969

The First Trust IPOX Europe Equity Opportunities ETF (FPXE) is an exchange-traded fund issued by First Trust that launched on Oct 4, 2018. It currently manages $4.8M in assets under management. The fund charges an expense ratio of 0.70%. The fund holds 101 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 41.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1ENR.GRSiemens Energy AG6.64%0$317K
2GALD.SEGalderma Group AG6.63%0$317K
3SDZ.SWSandoz Group AG4.28%2,508$204K
4HOLN.SWHolcim Limited3.99%2,280$190K
5VALT.LNValterra Platinum Limited3.96%0$189K
6VIKViking Holdings Ltd3.83%2,527$183K
7EDV.CNEndeavour Mining Plc3.04%0$145K
8LTMC.IMLottomatica Group SpA2.90%0$138K
9BAMI.IMBanco BPM SpA2.89%0$138K
10ASAmer Sports, Inc.2.83%3,899$135K
11SAB.SMBanco de Sabadell, S.A.2.58%0$123K
12ACLN.SWAccelleron Industries AG2.29%1,267$110K
13MANTA.FHMandatum Holding Oyj2.00%0$96K
14EXENS.FPExosens1.97%0$94K
15ROG.SWRoche Holding AG1.96%217$93K
Page 1 of 3

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-2.01%
1W
-2.74%
1M
-4.69%
3M
+1.66%
6M
-2.86%
YTD
-0.22%
1Y
+20.02%
3Y
+53.90%
5Y
+9.84%

Moving Averages

20-Day MA

$32.71

Below 20-Day MA
50-Day MA

$32.41

Below 50-Day MA
200-Day MA

$31.51

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.66

Current Price

$30.93

52-Week Low

$22.99

$22.99$33.66

Current Yield

1.14%

Annual Dividend

$0.8382

Frequency

4x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.1000Dec 31, 2025
Jun 26, 2025$0.2617Jun 30, 2025
Dec 13, 2024$0.1260Dec 31, 2024
Jun 27, 2024$0.3505Jun 28, 2024
Mar 21, 2024$0.0594Mar 28, 2024
Dec 22, 2023$0.1849Dec 29, 2023
Sep 22, 2023$0.0623Sep 29, 2023
Jun 27, 2023$0.2074Jun 30, 2023
Dec 23, 2022$0.0326Dec 30, 2022
Sep 23, 2022$0.0869Sep 30, 2022
Jun 24, 2022$0.2406Jun 30, 2022
Mar 25, 2022$0.0026Mar 31, 2022
Dec 23, 2021$0.0478Dec 31, 2021
Jun 24, 2021$0.1011Jun 30, 2021
Dec 24, 2020$0.2332Dec 31, 2020
Jun 25, 2020$0.1098Jun 30, 2020
Mar 26, 2020$0.0485Mar 31, 2020
Dec 13, 2019$0.1450Dec 31, 2019
Jun 14, 2019$0.2566Jun 28, 2019
Mar 21, 2019$0.0486Mar 29, 2019

Dividend Payments Over Time

Category Comparison

MetricFPXEHealthcare(223 ETFs)Europe(40 ETFs)
Fund Info
Expense Ratio0.70%0.60%0.61%
AUM$4.8M$1.25B$1.99B
Dividend Yield1.14%2.75%2.51%
Avg Volume1.2K769.9K366.0K
Holdings101182178
Performance
1-Month Return-5.42%-3.02%-6.20%
6-Month Return-1.58%+5.85%+5.46%
YTD Return+0.41%+0.17%-0.31%
1-Year Return+22.34%+16.65%+19.93%

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