FXO 📈 First Trust Financials - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33734X1357 • Financial
FXO: Banks, Insurance, Investment, Financial, Services, Companies
The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology. ‣ Company URL: http://www.ftportfolios.com/ ‣ Domicile: United States
Additional Sources for FXO ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
FXO ETF Overview
| Market Cap in USD | 1,066m |
| Category | Financial |
| TER | 0.62% |
| IPO / Inception | 2007-05-08 |
FXO ETF Ratings
| Growth 5y | 67.7% |
| Fundamental | - |
| Dividend | 54.7% |
| Rel. Strength Industry | -11.7 |
| Analysts | - |
| Fair Price Momentum | 55.13 USD |
| Fair Price DCF | - |
FXO Dividends
| Dividend Yield 12m | 1.32% |
| Yield on Cost 5y | 2.43% |
| Annual Growth 5y | 17.48% |
| Payout Consistency | 94.0% |
FXO Growth Ratios
| Growth Correlation 3m | 75.9% |
| Growth Correlation 12m | 95.5% |
| Growth Correlation 5y | 71.3% |
| CAGR 5y | 12.92% |
| CAGR/Mean DD 5y | 1.26 |
| Sharpe Ratio 12m | 1.22 |
| Alpha | -2.65 |
| Beta | 1.19 |
| Volatility | 38.90% |
| Current Volume | 168.3k |
| Average Volume 20d | 1505.5k |
What is the price of FXO stocks?
As of December 22, 2024, the stock is trading at USD 53.99 with a total of 168,309 shares traded.
Over the past week, the price has changed by -3.59%, over one month by -4.39%, over three months by +5.50% and over the past year by +29.12%.
As of December 22, 2024, the stock is trading at USD 53.99 with a total of 168,309 shares traded.
Over the past week, the price has changed by -3.59%, over one month by -4.39%, over three months by +5.50% and over the past year by +29.12%.
Is First Trust Financials a good stock to buy?
Yes. Based on ValueRay Analyses, First Trust Financials (NYSE ARCA:FXO) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 67.68 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FXO as of December 2024 is 55.13. This means that FXO is currently overvalued and has a potential downside of 2.11%.
Yes. Based on ValueRay Analyses, First Trust Financials (NYSE ARCA:FXO) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 67.68 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FXO as of December 2024 is 55.13. This means that FXO is currently overvalued and has a potential downside of 2.11%.
Is FXO a buy, sell or hold?
First Trust Financials has no consensus analysts rating.
First Trust Financials has no consensus analysts rating.
What are the forecast for FXO stock price target?
According to ValueRays Forecast Model, FXO First Trust Financials will be worth about 61.7 in December 2025. The stock is currently trading at 53.99. This means that the stock has a potential upside of +14.24%.
According to ValueRays Forecast Model, FXO First Trust Financials will be worth about 61.7 in December 2025. The stock is currently trading at 53.99. This means that the stock has a potential upside of +14.24%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 61.7 | 14.2% |