First Trust Large Cap Value AlphaDEX Fund


Добавить в список отслеживания Добавить в список отслеживания
Добавить в портфель Добавить в портфель

Основные параметры

Цена последней сделки 57.94
Код ценной бумаги FTA
Полное наименование First Trust Large Cap Value AlphaDEX Fund
Объем 793500000000
Изм за день, % 0.0
Комиссия 0.60
Дата основания May 08. 2007
Ссылка ссылка
Тип актива Equity
Индекс Defined Large Cap Value Opportunities Index
Регион North America
Средний P/E 17.3
Дивиденды 1.93
5 летняя доходность 85.65
3 летняя доходность 9.23
Годовая доходность 4.99
Бета 1.25

Топ эмитентов

Эмитент Доля, %
General Motors 1.14
Micron Technology, Inc. 0.98
Hartford Financial Services 0.93
Exxon Mobil 1.02
Centene 0.9
CVS Health Corporation 0.95
State Street 0.93
The Bank of New York Mellon 0.93
MetLife 0.96
Franklin Resources 0.94
Quest Diagnostics Incorporated 0.91
Aflac 0.91
Lumen Technologies 0.98
Archer-Daniels-Midland 0.91
Kroger 0.91

Описание First Trust Large Cap Value AlphaDEX Fund

This ETF offers exposure to large cap U.S. equities that are classified as value companies, making FTA a potentially useful tool for those looking to tap into this segment of the domestic stock market or shift exposure towards companies with lower pricing multiples and higher dividend yields. There are a number of ETF options offering exposure to this asset class; FTA is unique because of the methodology it uses to determine holdings. Instead of offering exposure to all large cap value stocks, FTA utilizes a quant-based screening methodology to identify companies deemed to have the greatest potential for capital appreciation. For investors who believe the AlphaDEX methodology is sound and has the ability to generate alpha consistently, FTA may be a very appealing option for accessing large cap value stocks. For those who believe that markets are completely efficient, there are several cheaper options out there, including IWD and VTV. FTA's exposure is somewhat unique compared to more broad-based value ETFs; this fund offers more balanced exposure that breaks the link between market capitalization and index allocation. That feature may be appealing for certain investors, especially those looking for alternatives to cap-weighting.