ducovest

FUD:CA:TSX-First Trust AlphaDEX U.S. Dividend ETF (CAD-Hedged) (CAD)

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 35.1

Change

-0.05 (-0.14)%

Market Cap

CAD 7.16M

Volume

200.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) seeks to provide Unitholders with exposure to the performance of a portfolio of higher yielding U.S. dividend paying stocks, as well as providing Unitholders with monthly distributions. First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) will primarily invest in U.S. dividend paying equities. In addition, First Trust AlphaDEX? U.S. Dividend Plus ETF (CAD-Hedged) may, from time to time, write covered call options on a portion of the portfolio in order to produce additional income.

Company Website : www.firsttrust.ca

Currency: CAD

Country : Canada

Inception Date: 14/05/2013

Primary Benchmark: S&P 500 TR Hdg CAD

Primary Index: S&P 500 TR (Bank of Canada) CAD

Gross Expense Ratio: NA%

Management Expense Ratio: 0.78 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
FBPA The Farmers Bank of Appomattox 0.47 %
FRSX Foresight Autonomous Holdings Ltd ADR 0.47 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-05-02 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-0.90 (-0.65%)

 CAD 21.09B
ZSP:CA BMO S&P 500 0.09 %

-0.55 (-0.64%)

 CAD 17.10B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.41 (-0.70%)

 CAD 11.46B
VUN:CA Vanguard US Total Market 0.16 %

-0.56 (-0.54%)

 CAD 10.87B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.26 (-0.53%)

 CAD 8.70B
HXS:CA Global X S&P 500 Corporate Cla.. 0.11 %

-0.56 (-0.69%)

 CAD 4.34B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-0.64 (-0.70%)

 CAD 4.04B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-1.47 (-0.65%)

 CAD 3.60B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.33 (-0.57%)

 CAD 3.34B
ZUE:CA BMO S&P 500 (CAD Hedged) 0.09 %

-0.47 (-0.60%)

 CAD 3.23B

ETFs Containing FUD:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.57% 89% A- 55% F
Dividend Return 0.79% 76% C+ 47% F
Total Return 0.23% 88% B+ 57% F
Trailing 12 Months  
Capital Gain 5.18% 19% F 50% F
Dividend Return 2.02% 69% C- 36% F
Total Return 7.21% 21% F 47% F
Trailing 5 Years  
Capital Gain 38.90% 14% F 49% F
Dividend Return 12.60% 66% D+ 27% F
Total Return 51.50% 2% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 6.44% 12% F 56% F
Dividend Return 7.14% 3% F 53% F
Total Return 0.70% 16% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 12.08% 78% C+ 65% D
Risk Adjusted Return 59.08% 5% F 68% D+
Market Capitalization 7.16M 2% F 5% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.