ducovest

FHG:CA:TSX-First Trust AlphaDEX U.S. Industrials Sector Index ETF (CAD)

ETF | Sector Equity | Toronto Stock Exchange

Last Closing

CAD 52.31

Change

0.00 (0.00)%

Market Cap

CAD 2.32M

Volume

1.01K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The First Trust ETF seeks to replicate, to the extent possible, the performance of the StrataQuant? Industrials Index ("Index"), net of expenses. The investment strategy of the First Trust ETF is to invest in and hold the Constituent Securities of the applicable Index in the same proportion as they are reflected in the Index or securities intended to replicate the performance of such Index. The Index results from applying the AlphaDEX? methodology to the Russell 1000? Index, a market index representing the large capitalization segment of the U.S. equity universe, and then selecting the Constituent Securities for the Index from those qualifying stocks included in the Industrials/Producer Durables Sector.

Company Website : www.firsttrust.ca

Currency: CAD

Country : Canada

Inception Date: 29/10/2014

Primary Benchmark: StrataQuant Industrials TR USD

Primary Index: CIBC WM 91 Day Treasury Bill CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.76 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-03 )

Largest Industry Peers for Sector Equity

Symbol Name Mer Price(Change) Market Cap
TEC:CA TD Global Technology Leaders I.. 0.00 %

N/A

 CAD 2.66B
ZWU:CA BMO Covered Call Utilities ETF 0.71 %

N/A

 CAD 1.90B
XHC:CA iShares Global Healthcare (CAD.. 0.65 %

N/A

 CAD 0.67B
TXF:CA First Asset Tech Giants Covere.. 0.72 %

N/A

 CAD 0.64B
XIT:CA iShares S&P/TSX Capped Informa.. 0.61 %

N/A

 CAD 0.63B
HTA:CA Harvest Tech Achievers Growth .. 1.39 %

N/A

 CAD 0.59B
ZUT:CA BMO Equal Weight Utilities Ind.. 0.60 %

N/A

 CAD 0.45B
CWW:CA iShares Global Water Common Cl.. 0.66 %

N/A

 CAD 0.34B
XUT:CA iShares S&P/TSX Capped Utiliti.. 0.62 %

N/A

 CAD 0.29B
COW:CA iShares Global Agriculture Com.. 0.72 %

N/A

 CAD 0.28B

ETFs Containing FHG:CA

FSR:CA 0.00 % 1.10 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Sector Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.40% 93% A 77% C+
Dividend Return 0.29% 14% F 7% C-
Total Return 15.68% 90% A- 75% C
Trailing 12 Months  
Capital Gain 20.50% 90% A- 79% B-
Dividend Return 0.74% 26% F 15% F
Total Return 21.24% 90% A- 77% C+
Trailing 5 Years  
Capital Gain 77.74% 89% A- 82% B
Dividend Return 2.28% 19% F 9% A-
Total Return 80.03% 82% B 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.20% 76% C+ 81% B-
Dividend Return 14.55% 72% C 79% B-
Total Return 0.35% 19% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 18.85% 55% F 47% F
Risk Adjusted Return 77.16% 83% B 90% A-
Market Capitalization 2.32M 25% F 18% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.