FPX News and Press, First Trust US Equity Opportunities From 03/25/23

2023-03-25 07:44:52 ET First Trust US Equity Opportunities ETF ( NYSEARCA: FPX ) - $0.1370 . 30-Day SEC Yield of 0.29% as of Feb. 28. Payable Mar 31; for shareholders of record Mar 27; ex-div Mar 24. For further details see: First Trust US Equity Opportunitie...

2023-03-07 16:18:00 ET Summary When the market first bottomed in the spring of 2020, the initial rally was driven by technology and growth companies. While a slower economy and a less hostile rate environment favor growth, the value differential still tilts toward value. For i...

Summary Classic inflation hedges still play vital roles in inflation-protection strategies. Investing in future-resources equities requires balancing forward-looking optimism with pragmatism. Style-balanced construction would require more trading and rebalancing than a simple cap-we...

Summary US growth stocks were hit hard in last year’s downturn, with the mega-caps accounting for nearly half of the market’s decline. Some mega-caps will retain dominant business positions and may continue to offer attractive investing opportunities. By positioning be...

Summary 2022 was a year where, suddenly, the value style of investing dramatically outperformed the growth style. Sector exposure is a detail useful to help in characterizing different index exposures. The S&P 500 Growth Index added Energy sector exposure due to strong price mom...

Summary We likely experienced peak rates of inflation during the fourth quarter of 2022, and as price increases abate, the coming months may bring the end of the central-bank tightening. However, we believe inflation is likely to remain above the historically low levels experienced duri...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Appreciation Strategy seeks to balance upside r...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Aggressive Growth Strategy follows a focused, h...

First Trust US Equity Opportunities ETF ( NYSEARCA: FPX ) - $0.5006 . 30-Day SEC Yield of 0.46% as of Nov. 30. Payable Dec 30; for shareholders of record Dec 27; ex-div Dec 23. For further details see: First Trust US Equity Opportunities ETF declares quarterly distri...

Summary The top two mega themes in terms of global net inflows in 2022 were Climate Change-related themes and Big Data. The largest net outflows came from tech-heavy themes, led by Robotics & Automation. 2023 may bring a return to more normal markets driven by economics rather t...