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Upturn AI SWOT - About
First Trust Large Cap Core AlphaDEX® Fund (FEX)
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Upturn Advisory Summary
04/01/2025: FEX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.53% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 35612 | Beta 1.02 | 52 Weeks Range 92.21 - 112.41 | Updated Date 04/2/2025 |
52 Weeks Range 92.21 - 112.41 | Updated Date 04/2/2025 |
Upturn AI SWOT
First Trust Large Cap Core AlphaDEX® Fund
ETF Overview
Overview
The First Trust Large Cap Core AlphaDEXu00ae Fund (FEX) is designed to select large-cap stocks from the S&P 500 based on growth factors including sales to price, earnings to price, and return on assets, then weights them according to those factors, offering a potentially enhanced performance profile compared to traditional market-cap-weighted indexes.
Reputation and Reliability
First Trust is a well-established and reputable ETF issuer with a long track record of providing innovative investment solutions.
Management Expertise
First Trust has a team of experienced portfolio managers and analysts who specialize in developing and managing ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield of an equity index called the StrataQuantu00ae Large Cap Index.
Investment Approach and Strategy
Strategy: The fund employs a quantitative, rules-based methodology to select and weight stocks from the S&P 500 based on growth factors.
Composition The ETF primarily holds U.S. large-cap stocks selected and weighted based on a proprietary methodology.
Market Position
Market Share: FEX has a moderate market share within the large-cap ETF segment.
Total Net Assets (AUM): 1620000000
Competitors
Key Competitors
- Schwab Fundamental U.S. Large Company Index ETF (FNDX)
- Invesco FTSE RAFI US 1000 ETF (PRF)
- Principal U.S. Large-Cap ETF (USL)
Competitive Landscape
The large-cap ETF market is highly competitive. FEX differentiates itself through its AlphaDEXu00ae methodology. Advantages include potential for outperformance; disadvantages include higher turnover and potential tax implications compared to passive ETFs.
Financial Performance
Historical Performance: The historical performance is dependent on the market conditions. Please refer to First Trust or other reliable financial data sources.
Benchmark Comparison: Performance is benchmarked against the StrataQuantu00ae Large Cap Index; data should be verified from reliable financial sources.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average trading volume of FEX is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of FEX is typically tight, minimizing transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment impact the performance of large-cap stocks and FEX.
Growth Trajectory
Growth trajectory depends on market conditions and the effectiveness of the AlphaDEXu00ae methodology in selecting and weighting stocks.
Moat and Competitive Advantages
Competitive Edge
FEXu2019s competitive edge lies in its proprietary AlphaDEXu00ae methodology, which aims to identify and overweight stocks with the strongest growth potential. This can lead to enhanced returns relative to market-cap-weighted indexes. However, this active strategy also carries higher costs. It targets stocks with positive sales to price, earnings to price, and return on assets. The AlphaDEX weighting seeks to give an increased weighting towards those factors and less toward market cap.
Risk Analysis
Volatility
Historical volatility aligns with that of large-cap stocks, depending on market conditions.
Market Risk
FEX is subject to market risk, as its value fluctuates with the overall performance of the stock market, and specifically large-cap stocks.
Investor Profile
Ideal Investor Profile
FEX is suitable for investors seeking potentially enhanced returns from large-cap stocks with a moderate level of risk.
Market Risk
FEX is best for long-term investors who understand the fund's strategy and are comfortable with its active management approach.
Summary
First Trust Large Cap Core AlphaDEXu00ae Fund (FEX) is an ETF designed to provide potentially enhanced returns by selecting and weighting large-cap stocks based on growth factors. The fund uses a proprietary AlphaDEXu00ae methodology. Its historical performance depends on market conditions and the effectiveness of the fund's stock selection process. Ideal investors are those seeking capital appreciation and are comfortable with a moderately active approach.
Similar Companies
- FNDX
- PRF
- IUSV
- SCHX
- VV
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Large Cap Core AlphaDEX® Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ US 500 Large Cap Index TM (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
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