FYX
First Trust Small Cap Core AlphaDEX Fund
1W: -2.3%
1M: -3.1%
3M: +3.1%
YTD: +12.6%
1Y: +36.1%
3Y: +75.7%
5Y: +52.0%
$131.28
+2.76 (+2.15%)
Weekly Expected Move ±2.1%
$123
$126
$129
$132
$134
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$1.0B
Holdings525
Top 10 Wt0.0%
Volume17,248
Avg Volume36,763
Beta1.19
Portfolio Fundamentals
P/E21.3
P/B1.9
Div Yield2.03%
ROE6.1%
% Profitable73%
Inception2007-05-10
Sector Allocation
Financial Services
0.0%
Healthcare
0.0%
Industrials
0.0%
Consumer Cyclical
0.0%
Technology
0.0%
Real Estate
0.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Surgery Partners, Inc. | SGRY | 0.00% | $1.7M | 116,808 |
| 2 | Prestige Consumer Healthcare Inc. | PBH | 0.00% | $1.7M | 35,240 |
| 3 | Polaris Inc. | PII | 0.00% | $1.7M | 25,548 |
| 4 | O-I Glass, Inc. | OI | 0.00% | $1.7M | 198,715 |
| 5 | LifeStance Health Group, Inc. | LFST | 0.00% | $1.8M | 218,576 |
| 6 | Hilton Grand Vacations Inc. | HGV | 0.00% | $1.7M | 35,589 |
| 7 | Helmerich & Payne, Inc. | HP | 0.00% | $1.7M | 38,645 |
| 8 | Everforth Incorporated | EFOR | 0.00% | $1.8M | 90,163 |
| 9 | Establishment Labs Holdings Inc. | ESTA | 0.00% | $1.7M | 24,521 |
| 10 | Aveanna Healthcare Holdings, Inc. | AVAH | 0.00% | $1.7M | 216,199 |