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Not Investment Advice

FCA

First Trust China AlphaDEX Fund
1W: -6.6% 1M: -6.7% 3M: +10.3% YTD: +4.9% 1Y: +41.5% 3Y: +63.0% 5Y: +32.4%
$31.08
-1.20 (-3.73%)
After Hours: $34.81 (+3.73, +12.01%)
ETF NASDAQ · AUM $59.8M
ETF-Level Metrics
AUM$60M
Holdings53
Top 10 Wt—%
Beta0.93
% Profitable68%
Coverage0%
Portfolio Valuation
P/E9.5
P/B1.3
P/S0.9
EV/EBITDA13.1
P/FCF5.4
PEG0.50
Profitability & Returns
Gross Margin49.2%
Net Margin9.1%
ROE14.1%
ROA1.5%
ROIC30.3%
Div Yield2.99%
Leverage & Liquidity
Debt/Equity0.77
Debt/Assets0.08
Net Debt/EBITDA-0.4x
Interest Cov2.7x
Current Ratio0.28
Quick Ratio0.26
Growth (YoY)
Revenue+17.8%
Net Income+40.8%
EPS+40.6%
FCF+52.6%
EBITDA+13.1%
Rev CAGR 3Y+7.4%
Quality Scores
Piotroski F6.3
Altman Z
IS Quality62.6
IS Overall
IS Value
Median P/E9.5

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Other 15 0.0%
Financial Services 13 0.0% 6.7
Industrials 7 0.0% 15.6
Basic Materials 7 0.0% 20.5
Healthcare 2 0.0% 9.7
Energy 2 0.0% 19.9
Utilities 2 0.0% 10.0
Technology 2 0.0% 271.5
Consumer Cyclical 2 0.0% -3.6
Consumer Defensive 1 0.0% 11.1

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 53 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Huadian Power International Corp. Ltd. (Class H) 1071.HK 0.00% $2.3M 4,002,201 9.1 $66.6B Utilities
2 Zhejiang Expressway Company, Ltd. Private 576.HK 0.00% $2.6M
3 Zijin Mining Group Company Limited (Class H) 2899.HK 0.00% $2.0M 455,043 18.4 $908.0B Basic Materials
4 China Pacific Insurance (Group) Co., Ltd. (Class H) 2601.HK 0.00% $2.0M 463,121 7.2 $320.9B Financial Services
5 PICC Property and Casualty Company Limited (Class H) 2328.HK 0.00% $2.0M 997,215 7.8 $338.7B Financial Services
6 China Minsheng Banking Corp., Ltd. (Class H) 1988.HK 0.00% $1.4M 2,764,164 5.5 $168.1B Financial Services
7 Shandong Gold Mining Co., Ltd. (Class H) 1787.HK 0.00% $2.0M 471,161 37.8 $150.3B Basic Materials
8 China Molybdenum Co., Ltd. (Class H) 3993.HK 0.00% $1.9M 845,094 19.1 $370.5B Basic Materials
9 China Southern Airlines Company Limited (Class H) 1055.HK 0.00% $1.5M 2,801,285 -77.2 $108.0B Industrials
10 Bank of Communications Co., Ltd. (Class H) 3328.HK 0.00% $1.5M 1,684,629 6.4 $685.0B Financial Services
11 Shanghai Pharmaceuticals Holding Co., Ltd. (Class H) 2607.HK 0.00% $1.4M 954,615 11.1 $65.9B Healthcare
12 Ping An Insurance (Group) Company of China, Ltd. (Class H) 2318.HK 0.00% $2.0M 250,121 7.7 $1.2T Financial Services
13 Sunshine Insurance Group Company Limited (Class H) 6963.HK 0.00% $1.3M 2,800,461 6.0 $42.7B Financial Services
14 The People's Insurance Company (Group) of China Limited (Class H) 1339.HK 0.00% $1.3M 1,610,047 6.9 $327.2B Financial Services
15 Sinopharm Group Co. Ltd. (Class H) 1099.HK 0.00% $2.2M 838,450 8.4 $65.1B Healthcare
16 Zhaojin Mining Industry Co. Ltd. (Class H) 1818.HK 0.00% $1.2M 353,794 36.4 $103.4B Basic Materials
17 China Zheshang Bank Co., Ltd. (Class H) 2016.HK 0.00% $720,406 2,154,207 6.1 $86.1B Financial Services
18 Chongqing Rural Commercial Bank Co., Ltd. (Class H) 3618.HK 0.00% $709,782 882,664 9.9 $84.1B Financial Services
19 JD.com, Inc. (Class A) 9618.HK 0.00% $688,433 48,722 13.6 $335.2B Consumer Cyclical
20 Shanghai Fudan Microelectronics Group Co., Ltd. (Class H) 1385.HK 0.00% $670,628 119,573 258.2 $49.6B Technology
21 ENN Energy Holdings Limited 2688.HK 0.00% $655,752 78,435 11.0 $73.1B Utilities
22 China Feihe Limited 6186.HK 0.00% $645,419 1,337,707 11.1 $33.9B Consumer Defensive
23 J&T Global Express Limited 1519.HK 0.00% $643,721 519,921 74.3 $84.4B Industrials
24 Guangzhou Automobile Group Co., Ltd. (Class H) 2238.HK 0.00% $560,397 1,326,414 -20.9 $78.4B Consumer Cyclical
25 Yangtze Optical Fibre and Cable Joint Stock Limited Company (Class H) 6869.HK 0.00% $7.8M 419,620 284.8 $208.5B Technology
26 Dongfang Electric Corporation Limited (Class H) 1072.HK 0.00% $5.3M 1,086,459 39.1 $157.1B Industrials
27 JD Logistics, Inc. 2618.HK 0.00% $4.3M 2,378,239 11.7 $85.7B Industrials
28 China Coal Energy Company Limited (Class H) 1898.HK 0.00% $4.0M 2,183,530 19.3 $234.8B Energy
29 Cosco Shipping Holdings Company, Ltd. (Class H) 1919.HK 0.00% $4.0M 1,975,647 7.9 $243.1B Industrials
30 China Hongqiao Group Ltd. 1378.HK 0.00% $3.7M 832,333 13.4 $342.4B Basic Materials
31 Qingdao Port International Co., Ltd. (Class H) 6198.HK 0.00% $3.6M 3,902,218 7.4 $56.0B Industrials
32 Aluminum Corporation of China Limited (Class H) 2600.HK 0.00% $3.3M 2,232,672 13.8 $191.9B Basic Materials
33 Goldwind Science & Technology Co., Ltd. (Class H) 2208.HK 0.00% $3.2M 1,620,139 46.0 $65.6B Industrials
34 China Life Insurance Co., Limited (Class H) 2628.HK 0.00% $2.9M 793,914 6.9 $1.3T Financial Services
35 China National Building Material Company Ltd. (Class H) 3323.HK 0.00% $2.9M 4,243,871 4.4 $39.6B Basic Materials
36 China Reinsurance (Group) Corporation (Class H) 1508.HK 0.00% $2.9M 12,933,728 5.7 $72.2B Financial Services
37 China Oilfield Services Limited (Class H) 2883.HK 0.00% $2.8M 2,328,502 20.6 $83.6B Energy
38 New China Life Insurance Company Ltd. (Class H) 1336.HK 0.00% $2.7M 399,719 5.6 $213.9B Financial Services
39 China Eastern Airlines Corporation Limited (Class H) Private 670.HK 0.00% $2.5M
40 China Construction Bank Corporation (Class H) Private 939.HK 0.00% $1.5M
41 Longfor Group Holdings Limited Private 960.HK 0.00% $1.4M
42 China Petroleum & Chemical Corporation (Sinopec) (Class H) Private 386.HK 0.00% $1.4M
43 InnoScience (Suzhou) Technology Holding Co., Ltd. (Class H) Private 2577.HK 0.00% $529,121
44 Air China Limited (Class H) Private 753.HK 0.00% $491,920
45 US Dollar Private $USD 0.00% $38,421
46 Yuan Renminbi Private $CNY 0.00% $12,892
47 PetroChina Company Limited (Class H) Private 857.HK 0.00% $4.4M
48 China Tower Corporation Limited (Class H) Private 788.HK 0.00% $3.3M
49 Inner Mongolia Yitai Coal Co., Ltd. (Class B) Private 900948.CH 0.00% $3.1M
50 Jiangxi Copper Company Ltd. (Class H) Private 358.HK 0.00% $3.0M

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms