NasdaqGM - Nasdaq Real Time Price USD

First Trust Large Cap Value AlphaDEX Fund (FTA)

73.51
+0.11
+(0.14%)
As of 2:31:34 PM EDT. Market Open.
Loading Chart for FTA
  • Previous Close 73.40
  • Open 73.82
  • Bid 73.49 x 500
  • Ask 73.60 x 500
  • Day's Range 73.31 - 73.96
  • 52 Week Range 66.01 - 83.93
  • Volume 11,742
  • Avg. Volume 46,901
  • Net Assets 1.07B
  • NAV 73.43
  • PE Ratio (TTM) 13.64
  • Yield 2.22%
  • YTD Daily Total Return -3.50%
  • Beta (5Y Monthly) 1.01
  • Expense Ratio (net) 0.58%

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select value stocks from the NASDAQ US 500 Large Cap Index TM (the "base index") that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.

First Trust

Fund Family

Large Value

Fund Category

1.07B

Net Assets

2007-05-08

Inception Date

Performance Overview: FTA

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Trailing returns as of 5/6/2025. Category is Large Value.

YTD Return

FTA
3.50%
Category
1.69%
 

1-Year Return

FTA
0.86%
Category
7.57%
 

3-Year Return

FTA
4.46%
Category
7.72%
 

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Holdings: FTA

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Sector Weightings

SectorFTA
Technology   11.65%
Industrials   10.56%
Healthcare   9.97%
Energy   9.83%
Utilities   8.96%
Real Estate   0.96%

Recent News: FTA

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Research Reports: FTA

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