FXOFirst Trust Financials AlphaDEX Fund
Grow my money#638 of 2944 for Grow my money
Seeks investment results that correspond generally to the price and yield of the StrataQuant Financials Index.
First Trust · Since 2007 (18 years)
Annual Cost
0.60%
#2918 out of 5,332 ETFs
Fund Size
$1.0B
#986 out of 5,332 ETFs
Dividend Yield
2.30%
Track Record
18 years
#500 out of 5,332 ETFs
Performance
1 Year
+19.9%
3 Years
+20.7%
5 Years
+9.1%
What's inside
Asset class
Region
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Financial Services
96.5%
Real Estate
3.5%
Top holdings
RenaissanceRe Holdings LtdRNR1.9%
Bank of New York Mellon CorpBK1.8%
Virtu Financial Inc Class AVIRT1.8%
Arch Capital Group LtdACGL1.8%
Bank OZKOZK1.8%
Allstate CorpALL1.8%
First American Financial CorpFAF1.8%
Citigroup IncC1.7%
SEI Investments CoSEIC1.7%
Axis Capital Holdings LtdAXS1.7%
Risk profile
Volatility (1Y)
16.2%
Moderate
Max drawdown
-48.6%
Worst peak-to-trough loss
Sharpe (3Y)
0.87
Decent risk-adjusted returns
Sortino (3Y)
1.26
Good downside protection
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Data updated on 2026-05-05