FXRFirst Trust Industrials/Producer Durables AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the StrataQuant Industrials Index.
By First Trust · Launched 2007
Annual Cost
0.60%
#3,235 of 5,861 · average
Fund Size
$733M
#1,312 of 5,861 · large
Return (1Y)Goal
+14.4%
Track Record
19 years
#475 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,594+15.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index enhanced
Sector
IndustrialsIndex tracked
StrataQuant Industrials Index
What it actually holds
By weightConcentration
Top 10 holdings = 13.0% of fund✓ well diversified
COMFORT SYSTEMS USA INC
1.4%
QUANTA SERVICES INC
1.4%
CATERPILLAR INC
1.3%
GE VERNOVA INC
1.3%
MASTEC INC
1.3%
EMCOR GROUP INC
1.3%
ADT INC
1.2%
XPO INC
1.2%
FISERV INC
1.2%
SYNCHRONY FINANCIAL
1.2%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Industrials
70.1%
Consumer Cyclical
9.9%
Technology
8.7%
Basic Materials
6.5%
Financial Services
4.0%
Healthcare
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.5%Moderate
Year-on-year price swings
Max drawdown
-44.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.83Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the StrataQuant Industrials Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the StrataQuant Industrials Index using an indexing investment approach. The Index is designed to identify stocks in the industrials sector with potential for greater capital appreciation, utilizing the AlphaDEX selection methodology.
- Inception date
- May 8, 2007
- Fund family
- First Trust
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Data updated on 2026-08-04