FXO - First Trust Financial AlphaDEX Fund
|Ex-Dividend Date||Mar 25, 2021|
|Trading Day||April 16|
|Day's Range||43.09 - 43.51|
|52-Week Range||19.80 - 43.53|
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant® Financials Index. The fund will invest at least 90% of its net assets (including investment borrowings) in the common stocks and real estate investment trusts that comprise the index. The index is a modified equal-dollar weighted index designed by IDI 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.
|Asset Class |
|Inception Date |
May 8, 2007
|Ticker Symbol |
|Index Tracked |
StrataQuant Financials Index
Top 10 Holdings16.53% of assets
|Santander Consumer USA||SC||1.75%|
|Fidelity National Financial||FNF||1.67%|
|First American Financial||FAF||1.65%|
|Jefferies Financial Group||JEF||1.64%|
|Mar 25, 2021||$0.1632||Mar 31, 2021|
|Dec 24, 2020||$0.2141||Dec 31, 2020|
|Sep 24, 2020||$0.2632||Sep 30, 2020|
|Jun 25, 2020||$0.2162||Jun 30, 2020|
|Mar 26, 2020||$0.1966||Mar 31, 2020|
|Dec 13, 2019||$0.2398||Dec 31, 2019|
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