First Trust Large Cap Value AlphaDEX FundFTA

ETFFirst Trust
Type
ETF
Peer group
US equity: large companies
Net assets
$1.3B
Expense ratio
0.58%
1-year return
+25.5%
3 years, a year
+17.3%
5 years, a year
+11.0%
12-month yield
1.68%
Holdings
189

What it aims to do.

The First Trust Large Cap Value AlphaDEX Fund (the Fund ) seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an equity index called the Nasdaq AlphaDEX Large Cap Value TM Index (the Index ).

Top 10 holdings.

Holding% of fund
ELV Elevance Health Inc1.12%
SMCI Super Micro Computer Inc1.05%
TROW T. Rowe Price Group Inc0.99%
FISV Fiserv Inc0.98%
DHI D.R. Horton Inc0.98%
SYF Synchrony Financial0.98%
PYPL Paypal Holdings Inc0.97%
HUM Humana Inc0.95%
CI Cigna Group (The)0.95%
NLY Annaly Capital Management Inc0.94%

More on FTA.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.