First Trust Profile

32.17
USD 0.18  0.56%
84%
32.35
75%
32.2435

First Trust Summary

First Trust Financials AlphaDEX ETF [FXO] is traded in USA and was established on January 20, 2018. The fund is classified under Financial category within First Trust family. First Trust Financials AlphaDEX ETF currently have 1.16 B in assets under management (AUM). , while the total return for the last 3 years was 12.15%.
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Geographic Allocation (%)

Sector Allocation (%)

First Trust Financials Currency Exposure (%)

 % of ETF 
      Currency 

Major Institutional Holders

InstituionSecurity TypeTotal SharesValue
Benjamin F Edwards Company IncFund Units101.6 K3.2 M
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First Trust Financials Risk Profiles

First Trust Financials Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of seventeen. First Trust Financials Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe First Trust price patterns. View also all equity analysis or get more info about inverse tangent over price movement math transform indicator.

Key Fundamentals

First Trust Against Markets

Current Ratings

First Trust 30 Days Performance Scores
Risk Adjusted
Performance Score (0 to 100)
24 
Chance of
Financial Distress (0 to 100%)
< 1% 
Equity ratings for First Trust Financials AlphaDEX ETF are calculated dynamically based on Macroaxis scoring framework. Click here to learn more
The fund will normally invest at least 90 percent of its net assets in common stocks that comprise the index. The index is a modified equaldollar weighted index designed by NYS... more
NameFirst Trust Financials AlphaDEX ETF
Macroaxis Advice
InstrumentUSA Etf ETF Directory
RegionNorth America
Investment IssuerFirst Trust
ExchangeArchipelago Exchange
Etf FamilyFirst Trust
Fund CategorySector
Portfolio ConcentrationFinancials
BenchmarkDOW
Contact Number800 621 1675
CurrencyUSD - US Dollar
IssuerFirst Trust
DescriptionFirst Trust Financial AlphaDEX Fund
Inception Date2007-05-08
BenchmarkStrataQuant Financials TR USD
Entity TypeRegulated Investment Company
Asset Under Management1.19 Billion
Average Trading Valume311,146
Asset TypeEquity
CategorySector
FocusFinancials
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerDaniel J. Lindquist, Jon C. Erickson, David G. McGarel, Roger F. Testin, Stan Ueland, Chris A. Peterson
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year EndJuly 31
ExchangeNYSE Arca, Inc.
Number of Constituents184
Market MakerJane Street Capital
Total Expense0.63
Management Fee0.5

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