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First Trust Financials AlphaDEX® Fund, ETF

FXO

PCQ

$54.51

-$1.14

(-2.05%)

Provider: First Trust Category: Financial

Overview Returns Holdings Sector Breakdown FAQs

Price Chart

Key Metrics

Expense Ratio info-icon

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

0.62%

Volume

This is the total number of shares traded during the most recent trading day.

44.29K

Avg Volume info-icon

This is the average number of shares traded during the most recent 30 days.

Dividend Yield info-icon

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

1.87%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

1.17

52-week Range
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$43 L

$58.99 H

$54.51

About First Trust Financials AlphaDEX® Fund, ETF

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. more

Provider: First TrustCategory: Financial

Returns

Time Frame	FXO	S&P500
1-Week Return	-2.94%	0.11%
1-Month Return	-3.76%	1.23%
3-Month Return	-5.07%	2.87%
6-Month Return	10.05%	8.93%
1-Year Return	24.2%	22.83%
3-Year Return	18.91%	42.13%
5-Year Return	59.9%	83.14%
10-Year Return	131.07%	189.73%

Time Frame	FXO	S&P500
1-Week Return	-78.90%	5.90%
1-Month Return	-37.27%	16.04%
3-Month Return	-19.02%	12.16%
6-Month Return	21.43%	18.94%
1-Year Return	24.20%	22.83%
3-Year Return	5.94%	12.43%
5-Year Return	9.84%	12.86%
10-Year Return	8.74%	11.22%

Largest Holdings

Stock name	Ticker	Weight
LPL Financial Holdings Inc	LPLA	1.89%
Goldman Sachs Group Inc	GS	1.82%
Morgan Stanley	MS	1.74%
Markel Corporation	MKL	1.74%
Berkshire Hathaway Inc	BRK.B	1.73%
MGIC Investment Corp	MTG	1.67%
SoFi Technologies Inc.	SOFI	1.64%
Assured Guaranty Ltd	AGO	1.64%
Blue Owl Capital Inc	OWL	1.61%
Arch Capital Group Ltd	ACGL	1.57%