Key stats
About FIRST TRUST ALPHADEX U S INDUSTRIAL UNITS
Expense ratio
0.79%
Home page
Inception date
Dec 8, 2017
The fund uses a quant-based model to select industrial stocks it believes will outperform the broad industrials sector. The funds tiered equal-weighting scheme tilts the fund toward mid-cap companies. Aside from considerably less exposure to some of the segment giants, FHG also has pronounced sector bets. Overall, the fund offers a smart beta approach to the US industrials space, instead of providing market-like exposure. The index is reconstituted and rebalanced on a quarterly basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Producer Manufacturing
Electronic Technology
Transportation
Stocks99.80%
Producer Manufacturing26.29%
Electronic Technology12.11%
Transportation10.55%
Process Industries9.86%
Finance9.60%
Commercial Services9.05%
Industrial Services5.07%
Distribution Services4.18%
Non-Energy Minerals3.69%
Technology Services3.40%
Consumer Durables2.99%
Utilities1.33%
Retail Trade0.92%
Consumer Services0.78%
Bonds, Cash & Other0.20%
Cash0.20%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history