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First Trust Small Cap Core AlphaDEX® ETF FYX

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FYX

Will FYX outperform in future?

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

First Trust Small Cap Core AlphaDEX ® ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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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 FYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 4.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Oscar Health Inc Class A

0.48 4.2 Mil
Healthcare

ADMA Biologics Inc

0.47 4.1 Mil
Healthcare

Powell Industries Inc

0.44 3.8 Mil
Industrials

PROCEPT BioRobotics Corp

0.44 3.8 Mil
Healthcare

Perdoceo Education Corp

0.43 3.7 Mil
Consumer Defensive

IES Holdings Inc

0.42 3.7 Mil
Industrials

ImmunityBio Inc Ordinary Shares

0.41 3.6 Mil
Healthcare

Diebold Nixdorf Inc Ordinary Shares- New

0.41 3.6 Mil
Technology

Sweetgreen Inc Ordinary Shares - Class A

0.40 3.5 Mil
Consumer Cyclical

REV Group Inc

0.39 3.4 Mil
Industrials