First Trust Financials AlphaDEX Fund (FXO): ETF
ETF traded on ARCX under symbol FXO. Quoted in usd.
First Trust Financials AlphaDEX Fund
-0.41%$63.71
ARCX:FXOSector Equity
AUM $1.06B·YTD --·Yield --
About FXO
The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
Largest holdings
- ALL The Allstate Corporation1.82%
- CINF Cincinnati Financial Corporation1.76%
- MTG MGIC Investment Corporation1.76%
- HIG The Hartford Insurance Group, Inc.1.76%
- WTM White Mountains Insurance Group Ltd.1.76%
- ACGL Arch Capital Group Ltd.1.75%
- RNR RenaissanceRe Holdings Ltd.1.75%
- BRK-B Berkshire Hathaway Inc. (Class B)1.74%
- OZK Bank OZK1.73%
- MKL Markel Group Inc1.73%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$109,386
Total Return
+$39,386
(+56.3%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$1.06B
NAV$63.98
Premium/Discount-0.42%
Expense Ratio0.60%
Market Cap--
Shares Outstanding--
Inception DateMay 8, 2007
Fund Details
IssuerFirst Trust
Asset ClassSector Equity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$54.40$67.38
Current: $63.71
Volume
Volume56.28K
Avg Volume56.57K
Vol/Avg0.99x
30d
86.10K
60d
68.70K
90d
60.66K
Comparable ETFs