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NYSEARCA:FXO - First Trust Financial AlphaDEX Fund Stock Price, Forecast & News

$33.56
+0.47 (+1.42 %)
(As of 12/13/2019 01:01 AM ET)
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Today's Range
$33.12
Now: $33.56
$33.63
50-Day Range
$31.77
MA: $32.76
$33.60
52-Week Range
$25.33
Now: $33.56
$33.63
Volume341,900 shs
Average Volume359,871 shs
Market Capitalization$1.93 billion
P/E RatioN/A
Dividend Yield1.92%
BetaN/A
First Trust Financials AlphaDEX Fund (the Fund) is an exchange-traded fund. It seeks investment results that correspond generally to the price and yield of an equity index called the StrataQuant Financials Index (the Index). The StrataQuant Financials Index is an enhanced index created and administered by the AMEX, which employs the AlphaDEX stock selection methodology to select stocks from the Russell 1000 Index. The AMEX constructs the StrataQuant Financials Index by ranking the stocks, which are members of the Russell 1000 Index on growth factors, including three, six and 12-month price appreciation, sales to price and one year sales growth, and, separately, on value factors, including book value to price, cash flow to price and return on assets. Stocks which Russell has classified solely as growth or value, receive their score using the above growth or value factors respectively. The Fund's investment advisor is First Trust Advisors L.P.

Basic Details

Issuer First Trust
Fund NameFirst Trust Financial AlphaDEX Fund
Tax ClassificationRegulated Investment Company
SymbolNYSEARCA:FXO
Inception Date5/8/2007
Fund ManagerDaniel J. Lindquist, Jon C. Erickson, David G. McGarel, Roger F. Testin, Stan Ueland, Chris A. Peterson
Phone+1-800-6211675

Fund Focus

Asset ClassEquity
BenchmarkStrataQuant Financials Index
CategorySector
FocusFinancials
Development LevelDeveloped Markets
RegionNorth America

Fund Statistics

Assets Under Management$1.91 billion
Average Daily Volume$216,683.50
Discount/Premium0.00%

ETF Expenses

Management Fee0.50%
Other Expenses0.13%
Total Expenses0.63%
Fee Waiver0.00%
Net Expenses0.63%

Administrator, Advisor and Custodian

AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Transfer AgentThe Bank of New York Mellon Corporation
Trustee
Lead Market MakerJane Street

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Geographic Exposure of First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)
Currency Exposure of First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)
Sector Exposure of First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)
Industry Exposure of First Trust Financial AlphaDEX Fund (NYSEARCA:FXO)

First Trust Financial AlphaDEX Fund (NYSEARCA:FXO) Frequently Asked Questions

What is First Trust Financial AlphaDEX Fund's stock symbol?

First Trust Financial AlphaDEX Fund trades on the New York Stock Exchange (NYSE)ARCA under the ticker symbol "FXO."

How often does First Trust Financial AlphaDEX Fund pay dividends? What is the dividend yield for First Trust Financial AlphaDEX Fund?

First Trust Financial AlphaDEX Fund announced a -- dividend on Wednesday, September 25th. Stockholders of record on Thursday, September 26th will be paid a dividend of $0.1794 per share on Monday, September 30th. This represents a dividend yield of 1.8%. The ex-dividend date is Wednesday, September 25th. View First Trust Financial AlphaDEX Fund's Dividend History.

Has First Trust Financial AlphaDEX Fund been receiving favorable news coverage?

Headlines about FXO stock have been trending extremely negative recently, InfoTrie Sentiment reports. The research group rates the sentiment of news coverage by reviewing more than six thousand blog and news sources. The firm ranks coverage of publicly-traded companies on a scale of negative five to five, with scores closest to five being the most favorable. First Trust Financial AlphaDEX Fund earned a media sentiment score of -5.0 on InfoTrie's scale. They also gave headlines about the company a news buzz of 0.0 out of 10, indicating that recent news coverage is extremely unlikely to have an effect on the company's share price in the near term. View News Stories for First Trust Financial AlphaDEX Fund.

What other stocks do shareholders of First Trust Financial AlphaDEX Fund own?

Based on aggregate information from My MarketBeat watchlists, some companies that other First Trust Financial AlphaDEX Fund investors own include Ulta Beauty (ULTA), Goldman Sachs Group (GS), Adobe (ADBE), Amgen (AMGN), Biogen (BIIB), CSX (CSX), Cognizant Technology Solutions (CTSH), eBay (EBAY), Kraft Heinz (KHC) and LivePerson (LPSN).

Who are First Trust Financial AlphaDEX Fund's key executives?

First Trust Financial AlphaDEX Fund's management team includes the folowing people:
  • James A. Bowen, Chairman of the Board of Trustees, President, Chief Executive Officer
  • Mark R. Bradley, Chief Financial Officer, Chief Accounting Officer, Treasurer, Controller
  • W. Scott Jardine Esq., Chief Compliance Officer, Secretary
  • Kelley A. Christensen, Vice President
  • Daniel J. Lindquist, Vice President
  • Roger F. Testin, Vice President
  • Stan Ueland, Vice President
  • James M. Dykas, Assistant Treasurer
  • Kristi A. Maher, Assistant Secretary
  • Richard E. Erickson M.D., Trustee

Who are First Trust Financial AlphaDEX Fund's major shareholders?

First Trust Financial AlphaDEX Fund's stock is owned by a variety of of retail and institutional investors. Top institutional investors include First Trust Advisors LP (29.38%), CWM LLC (1.47%), NewSquare Capital LLC (0.88%), Commonwealth Equity Services LLC (0.71%), Janney Montgomery Scott LLC (0.55%) and Envestnet Asset Management Inc. (0.44%).

Which institutional investors are selling First Trust Financial AlphaDEX Fund stock?

FXO stock was sold by a variety of institutional investors in the last quarter, including Gateway Advisory LLC, Clearwater Capital Advisors LLC, Ballew Advisors Inc, Sigma Planning Corp, Cambridge Investment Research Advisors Inc., Stephens Inc. AR, OLD National Bancorp IN and ACG Wealth.

Which institutional investors are buying First Trust Financial AlphaDEX Fund stock?

FXO stock was acquired by a variety of institutional investors in the last quarter, including First Trust Advisors LP, CWM LLC, NewSquare Capital LLC, Commonwealth Equity Services LLC, Janney Montgomery Scott LLC, Benjamin F. Edwards & Company Inc., Madrona Funds LLC and Atwood & Palmer Inc..

How do I buy shares of First Trust Financial AlphaDEX Fund?

Shares of FXO can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity and Charles Schwab.

What is First Trust Financial AlphaDEX Fund's stock price today?

One share of FXO stock can currently be purchased for approximately $33.56.

How big of a company is First Trust Financial AlphaDEX Fund?

First Trust Financial AlphaDEX Fund has a market capitalization of $1.93 billion. View Additional Information About First Trust Financial AlphaDEX Fund.

What is First Trust Financial AlphaDEX Fund's official website?

The official website for First Trust Financial AlphaDEX Fund is http://www.ftportfolios.com/.

How can I contact First Trust Financial AlphaDEX Fund?

First Trust Financial AlphaDEX Fund's mailing address is 120 East Liberty Drive Suite 400, Wheaton, 60187, United States. The company can be reached via phone at +1-800-6211675.


MarketBeat Community Rating for First Trust Financial AlphaDEX Fund (NYSEARCA FXO)

Community Ranking:  2.5 out of 5 (star star half star)
Outperform Votes:  40 (Vote Outperform)
Underperform Votes:  39 (Vote Underperform)
Total Votes:  79
MarketBeat's community ratings are surveys of what our community members think about First Trust Financial AlphaDEX Fund and other stocks. Vote "Outperform" if you believe FXO will outperform the S&P 500 over the long term. Vote "Underperform" if you believe FXO will underperform the S&P 500 over the long term. You may vote once every thirty days.
This page was last updated on 12/13/2019 by MarketBeat.com Staff

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