FTC
First Trust Large Cap Growth AlphaDEX FundFTC Fund Description
FTC tracks the Defined Large Cap Growth Index. The alpha-seeking index selects and weights growth stocks from the S&P 500 Growth Index using a proprietary methodology.
FTC Factset Analytics Insight
FTC searches for alpha in the large-cap growth space, implementing its proprietary AlphaDEX selection methodology to the S&P 500 Growth Index. The index uses price appreciation—among more traditional factors—and weights the constituents based on their respective growth scores. The resulting list is then reconfigured with a tiered, equal-weighting scheme that tilts small. Sector biases can be significant with this methodology, which may not deliver the sought-after alpha. This hasn't stopped FTC from generating a lot of interest: the fund trades in significant volumes each day, with small spreads, and block liquidity is excellent. Compared to other alpha-seeking ETFs, FTC charges a fairly reasonable fee, though it's still steep by the standards of the broader large-cap space.
FTC MSCI ESG Analytics Insight
First Trust Large Cap Growth AlphaDEX Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.01 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. First Trust Large Cap Growth AlphaDEX Fund ranks in the 39th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FTC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
FTC Charts And Performance
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FTC Summary Data
FTC Portfolio Data
FTC Index Data
FTC Portfolio Management
FTC Tax Exposures
FTC Fund Structure
FTC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FTC. FTC is rated a 5 out of 5.
FTC Tradability
FTC Sector/Industry Breakdown
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FTC Top 10 Holdings[View All]
FTC Countries
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FTC Regions
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FTC Economic Development
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FTC Performance Statistics
FTC MSCI ESG Ratings
FTC Benchmark Comparison Summary
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FTC Benchmark Comparison Market Cap Size
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