FEX icon

First Trust Large Cap Core AlphaDEX Fund

104.93 USD
+1.42
1.37%
At close Dec 20, 4:00 PM EST
1 day
1.37%
5 days
-3.11%
1 month
-4.26%
3 months
1.60%
6 months
7.90%
Year to date
16.59%
1 year
17.89%
5 years
60.94%
10 years
127.91%
0
Funds holding %
of 6,809 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 197 [Q2] → 199 (+2) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

8.83% less ownership

Funds ownership: 64.04% [Q2] → 55.21% (-8.83%) [Q3]

11% less capital invested

Capital invested by funds: $772M [Q2] → $691M (-$81.5M) [Q3]

25% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 72

Research analyst outlook

We haven’t received any recent analyst ratings for FEX.

Financial journalist opinion

Neutral
Zacks Investment Research
2 days ago
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
The First Trust Large Cap Core AlphaDEX ETF (FEX) made its debut on 05/08/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Blend category of the market.
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Neutral
Zacks Investment Research
1 month ago
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Launched on 05/08/2007, the First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Neutral
Zacks Investment Research
2 months ago
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
A smart beta exchange traded fund, the First Trust Large Cap Core AlphaDEX ETF (FEX) debuted on 05/08/2007, and offers broad exposure to the Style Box - Large Cap Blend category of the market.
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Neutral
Zacks Investment Research
3 months ago
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Launched on 05/08/2007, the First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Neutral
Seeking Alpha
3 months ago
FEX: A Mediocre High Fee Large-Cap Fund You Should Avoid
FEX is a large-cap blend fund following the AlphaDEX strategy, selecting 375 stocks based on growth and value metrics. Fees are 0.60% and the ETF has $1.27 billion in assets. All screens are short-term in nature, leading to high portfolio turnover that's approaches 100% per year. However, this approach prevents style drift common to other smart beta ETFs. My analysis revealed FEX trades at an attractive 16.74 forward P/E, about two points cheaper than equal-weight funds like GSEW. The growth advantage was minimal.
FEX: A Mediocre High Fee Large-Cap Fund You Should Avoid
Neutral
Zacks Investment Research
4 months ago
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Large Cap Core AlphaDEX ETF (FEX) provides investors broad exposure to the Style Box - Large Cap Blend category of the market.
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Neutral
Zacks Investment Research
5 months ago
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
The First Trust Large Cap Core AlphaDEX ETF (FEX) was launched on 05/08/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Neutral
Zacks Investment Research
6 months ago
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Launched on 05/08/2007, the First Trust Large Cap Core AlphaDEX ETF (FEX) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Neutral
Zacks Investment Research
7 months ago
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Launched on 05/08/2007, the First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
Neutral
Zacks Investment Research
8 months ago
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Launched on 05/08/2007, the First Trust Large Cap Core AlphaDEX ETF (FEX) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Blend category of the market.
Is First Trust Large Cap Core AlphaDEX ETF (FEX) a Strong ETF Right Now?
Charts implemented using Lightweight Charts™