First Trust Small Etf Profile

FYX Etf  USD 103.15  0.11  0.11%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
First Trust is trading at 103.15 as of the 30th of January 2025; that is 0.11 percent increase since the beginning of the trading day. The etf's open price was 103.04. First Trust has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund will normally invest at least 90 percent of its net assets in the common stocks that comprise the index. Smallcap Core is traded on NASDAQ Exchange in the United States. More on First Trust Small

Moving together with First Etf

  0.97VB Vanguard Small CapPairCorr
  0.99IJR iShares Core SPPairCorr
  0.98IWM iShares Russell 2000PairCorr
  0.9VRTIX Vanguard Russell 2000PairCorr
  0.98VTWO Vanguard Russell 2000PairCorr
  0.99FNDA Schwab Fundamental SmallPairCorr

First Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[First Trust US Small Cap Core AlphaDEX Class A Accumulation, First Trust Small Cap Core Alphadex Fund]
Business ConcentrationSmall Cap ETFs, Size And Style ETFs, Small Blend, First Trust (View all Sectors)
IssuerFirst Trust
Inception Date2007-05-08
BenchmarkNasdaq AlphaDEX Small Cap Core Index
Entity TypeRegulated Investment Company
Asset Under Management986.77 Million
Average Trading Valume26,247.7
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorFirst Trust Advisors L.P.
CustodianThe Bank of New York Mellon Corporation
DistributorFirst Trust Portfolios L.P.
Portfolio ManagerDaniel J. Lindquist, Jon Erickson David McGarel, RogerTestin, Stan Ueland, Chris Peterson, Erik Russo
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Jul
ExchangeNASDAQ
Number of Constituents526
Market MakerOld Mission
Total Expense0.6
Management Fee0.5
Country NameUSA
Returns Y T D2.0
NameFirst Trust Small Cap Core AlphaDEX Fund
Currency CodeUSD
Open FigiBBG000R6CSK9
In Threey Volatility23.82
1y Volatility21.37
200 Day M A97.324
50 Day M A104.66
CodeFYX
Updated At29th of January 2025
Currency NameUS Dollar
First Trust Small [FYX] is traded in USA and was established 2007-05-08. The fund is classified under Small Blend category within First Trust family. The entity is thematically classified as Small Cap ETFs. First Trust Small currently have 715.33 M in assets under management (AUM). , while the total return for the last 3 years was 7.3%.
Check First Trust Probability Of Bankruptcy

Geographic Allocation (%)

First Trust Small Currency Exposure

First Trust Small holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of First Trust will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in First Trust Small.

Top First Trust Small Etf Constituents

PATKPatrick IndustriesStockIndustrials
SFIXStitch FixStockConsumer Discretionary
ENSGThe Ensign GroupStockHealth Care
SAHSonic AutomotiveStockConsumer Discretionary
BCOBrinks CompanyStockIndustrials
SIGSignet JewelersStockConsumer Discretionary
NAVINavient CorpStockFinancials
THCTenet HealthcareStockHealth Care
More Details

First Trust Top Holders

DWATArrow DWA TacticalEtfTactical Allocation
DWTFXArrow Dwa TacticalMutual FundTactical Allocation
DWTNXArrow Dwa TacticalMutual FundTactical Allocation
DWTTXArrow Dwa TacticalMutual FundTactical Allocation
RQECXResq Dynamic AllocationMutual FundTactical Allocation
RQEAXResq Dynamic AllocationMutual FundTactical Allocation
RQEIXResq Dynamic AllocationMutual FundTactical Allocation
APSHXPinnacle Sherman Multi StrategyMutual FundTactical Allocation
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First Trust Small Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in First Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

First Trust Against Markets

Other Information on Investing in First Etf

First Trust financial ratios help investors to determine whether First Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in First with respect to the benefits of owning First Trust security.