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FNY

First Trust Mid Cap Growth AlphaDEX Fund
1W: -0.8% 1M: -7.5% 3M: -2.5% YTD: -2.5% 1Y: +22.1% 3Y: +60.7% 5Y: +39.4%
$91.92
+0.39 (+0.42%)
After Hours: $89.93 (-1.99, -2.16%)
Weekly Expected Move ±3.5%
$82 $85 $88 $92 $95
ETF NASDAQ · AUM $510.4M
ETF-Level Metrics
AUM$510M
Holdings226
Top 10 Wt—%
Beta1.39
% Profitable78%
Coverage0%
Portfolio Valuation
P/E34.5
P/B4.6
P/S1.9
EV/EBITDA12.4
P/FCF26.1
PEG1.09
Profitability & Returns
Gross Margin42.5%
Net Margin1.9%
ROE5.0%
ROA1.5%
ROIC6.8%
Div Yield0.97%
Leverage & Liquidity
Debt/Equity1.21
Debt/Assets0.35
Net Debt/EBITDA1.8x
Interest Cov1.6x
Current Ratio1.04
Quick Ratio0.93
Growth (YoY)
Revenue+27.2%
Net Income+33.4%
EPS+34.8%
FCF+35.7%
EBITDA+32.0%
Rev CAGR 3Y+22.6%
Quality Scores
Piotroski F6.3
Altman Z6.81
IS Quality65.5
IS Overall56.1
IS Value45.5
Median P/E21.9

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 48 0.0% 33.3
Technology 39 0.0% 60.0
Healthcare 35 0.0% -1.0
Consumer Cyclical 28 0.0% 14.0
Financial Services 25 0.0% 16.5
Real Estate 22 0.0% 26.9
Basic Materials 7 0.0% 11.7
Communication Services 7 0.0% -28.1
Consumer Defensive 6 0.0% 44.8
Energy 6 0.0% 9.0
Utilities 2 0.0% 39.8
Other 1 0.0%

Smart Money Overlap

6 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
ACIW ACI Worldwide, Inc. 0.00% 4 Bullish 2 1 -0.2%
BE Bloom Energy Corporation 0.00% 4 Bullish 8 4 +0.1%
WPC W. P. Carey Inc. 0.00% 4 Bullish 2 2 +1.3%
AMH American Homes 4 Rent 0.00% 4 Bullish 16 3 -1.4%
CRS Carpenter Technology Corporation 0.00% 4 Bullish 10 5 +17.2%
FSS Federal Signal Corporation 0.00% 4 Bullish 6 2 +0.9%
Showing 50 of 226 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Pinnacle Financial Partners, Inc. PNFP 0.00% $1.3M 14,767 10.5 $6.7B Financial Services
2 Primerica, Inc. PRI 0.00% $1.4M 5,453 10.8 $8.0B Financial Services
3 Match Group Inc. MTCH 0.00% $1.4M 43,632 12.0 $7.4B Communication Services
4 Sezzle Inc. SEZL 0.00% $1.5M 22,196 16.2 $2.2B Financial Services
5 Planet Fitness, Inc. (Class A) PLNT 0.00% $1.5M 19,483 27.9 $5.9B Consumer Cyclical
6 Omega Healthcare Investors, Inc. OHI 0.00% $1.5M 31,774 22.6 $13.3B Real Estate
7 Lincoln Electric Holdings, Inc. LECO 0.00% $2.9M 11,758 25.7 $13.4B Industrials
8 Lamar Advertising Company LAMR 0.00% $1.5M 11,131 22.0 $13.0B Real Estate
9 ADMA Biologics, Inc. ADMA 0.00% $1.5M 154,484 14.9 $2.2B Healthcare
10 Terreno Realty Corporation TRNO 0.00% $1.5M 23,997 16.0 $6.5B Real Estate
11 Ormat Technologies, Inc. ORA 0.00% $3.0M 25,507 55.4 $6.9B Utilities
12 Boot Barn Holdings, Inc. BOOT 0.00% $2.8M 19,959 18.8 $4.1B Consumer Cyclical
13 Rambus Inc. RMBS 0.00% $2.9M 30,664 43.5 $10.0B Technology
14 Sterling Infrastructure, Inc. STRL 0.00% $3.0M 6,901 44.0 $12.8B Industrials
15 Exelixis, Inc. EXEL 0.00% $2.9M 64,289 15.2 $11.8B Healthcare
16 Rhythm Pharmaceuticals, Inc. RYTM 0.00% $2.9M 32,906 -29.4 $5.9B Healthcare
17 Construction Partners, Inc. (Class A) ROAD 0.00% $2.8M 25,958 48.4 $6.0B Industrials
18 Symbiotic Inc. (Class A) SYM 0.00% $2.6M 47,358 -567.5 $32.9B Industrials
19 Hyatt Hotels Corporation (Class A) H 0.00% $2.6M 17,576 -262.1 $13.7B Consumer Cyclical
20 StandardAero, Inc. SARO 0.00% $2.7M 98,248 31.1 $8.7B Industrials
21 SkyWest, Inc. SKYW 0.00% $2.6M 28,062 8.6 $3.7B Industrials
22 RBC Bearings Incorporated RBC 0.00% $2.7M 4,713 64.3 $17.3B Industrials
23 Revolution Medicines, Inc. RVMD 0.00% $2.7M 26,533 -16.7 $19.6B Healthcare
24 Neurocrine Biosciences, Inc. NBIX 0.00% $2.7M 19,867 27.4 $13.2B Healthcare
25 Clean Harbors, Inc. CLH 0.00% $2.8M 9,012 40.4 $15.9B Industrials
26 Calix, Inc. CALX 0.00% $1.3M 26,618 173.1 $3.0B Technology
27 White Mountains Insurance Group Ltd. WTM 0.00% $3.0M 1,356 5.0 $5.4B Financial Services
28 ACADIA Pharmaceuticals Inc. ACAD 0.00% $3.0M 131,869 9.6 $3.8B Healthcare
29 JBT Marel Corporation JBTM 0.00% $3.0M 23,377 -128.9 $6.5B Industrials
30 Virtu Financial, Inc. (Class A) VIRT 0.00% $3.0M 63,425 8.4 $9.8B Financial Services
31 American Healthcare REIT, Inc. AHR 0.00% $3.0M 59,876 114.4 $9.0B Real Estate
32 Kratos Defense & Security Solutions, Inc. KTOS 0.00% $1.3M 18,561 521.7 $12.6B Industrials
33 ServiceTitan, Inc. (Class A) TTAN 0.00% $1.3M 19,843 -37.0 $6.0B Technology
34 ACI Worldwide, Inc. ACIW 0.00% $1.3M 29,469 18.8 $4.3B Technology
35 Dropbox, Inc. (Class A) DBX 0.00% $1.2M 50,679 11.5 $6.3B Technology
36 Norwegian Cruise Line Holdings Ltd. NCLH 0.00% $1.2M 63,122 20.4 $8.6B Consumer Cyclical
37 The Marzetti Company MZTI 0.00% $1.2M 8,569 21.6 $3.9B Consumer Defensive
38 Dorman Products, Inc. DORM 0.00% $1.2M 11,437 15.2 $3.1B Consumer Cyclical
39 Houlihan Lokey, Inc. HLI 0.00% $1.2M 8,088 21.0 $9.9B Financial Services
40 NewMarket Corporation NEU 0.00% $1.3M 2,050 14.3 $6.0B Basic Materials
41 Encompass Health Corporation EHC 0.00% $1.3M 13,274 17.2 $9.8B Healthcare
42 Crane Company CR 0.00% $1.3M 7,640 26.4 $9.7B Industrials
43 SEI Investments Company SEIC 0.00% $1.4M 17,178 13.2 $9.4B Financial Services
44 Joby Aviation, Inc. JOBY 0.00% $1.4M 160,101 -8.2 $8.3B Industrials
45 Golub Capital BDC, Inc. GBDC 0.00% $1.4M 103,824 10.1 $3.3B Financial Services
46 STAG Industrial, Inc. STAG 0.00% $1.4M 38,326 25.1 $7.0B Real Estate
47 Ryman Hospitality Properties, Inc. RHP 0.00% $1.4M 14,890 23.6 $5.9B Real Estate
48 TKO Group Holdings, Inc. (Class A) TKO 0.00% $2.8M 13,482 81.8 $16.1B Communication Services
49 Halozyme Therapeutics, Inc. HALO 0.00% $2.8M 41,868 23.9 $7.6B Healthcare
50 SPX Technologies SPXC 0.00% $2.9M 14,085 38.6 $9.8B Industrials
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms