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First Trust Large Cap Core AlphaDEX® ETF FEX

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FEX

Will FEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit First Trust Large Cap Core AlphaDEX ® ETF to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FEX

  • Current Portfolio Date
  • Equity Holdings 375
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.56
5,864,115
Consumer Cyclical
0.54
5,690,269
Consumer Cyclical
0.52
5,430,700
Technology
0.51
5,296,843
Technology
0.51
5,289,105
Consumer Cyclical
0.50
5,266,931
Communication Services
0.50
5,234,523
Consumer Cyclical
0.49
5,146,210
Consumer Cyclical
0.49
5,134,280
Communication Services