ducovest

FXO:NYE-First Trust Financials AlphaDEX® Fund (USD)

ETF | Financial |

Last Closing

USD 50.96

Change

0.00 (0.00)%

Market Cap

USD 0.92B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

Company Website : http://www.ftportfolios.com/

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

Largest Industry Peers for Financial

Symbol Name Price(Change) Market Cap
XLF Financial Select Sector SPDR®..

N/A

 USD 42.90B
VFH Vanguard Financials Index Fund..

N/A

 USD 10.13B
FNCL Fidelity® MSCI Financials Ind..

N/A

 USD 1.77B
BIZD VanEck BDC Income ETF

N/A

 USD 1.20B
VPC Virtus Private Credit ETF

N/A

 USD 0.05B
BDCZ UBS AG London Branch ELKS 4

N/A

 USD 0.02B
IYF iShares U.S. Financials ETF

N/A

 N/A
IAI iShares U.S. Broker-Dealers & ..

N/A

 N/A
IYG iShares U.S. Financial Service..

N/A

 N/A
IAK iShares U.S. Insurance ETF

N/A

 N/A

ETFs Containing FXO

LDRS 0.00 % 0.60 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.72% 59% D- 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.72% 59% D- 74% C
Trailing 12 Months  
Capital Gain 34.71% 53% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 34.71% 53% F 79% B-
Trailing 5 Years  
Capital Gain 60.20% 76% C+ 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.20% 76% C+ 75% C
Average Annual (5 Year Horizon)  
Capital Gain 16.18% N/A N/A 80% B-
Dividend Return 18.76% N/A N/A 80% B-
Total Return 2.59% N/A N/A 55% F
Risk Return Profile  
Volatility (Standard Deviation) 32.88% N/A N/A 30% F
Risk Adjusted Return 57.07% N/A N/A 74% C
Market Capitalization 0.92B 43% F 55% F

Annual Financials (USD)

Quarterly Financials (USD)

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:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.