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First Trust Large Cap Core AlphaDEX Fund - FEX

First Trust Large Cap Core AlphaDEX Fund - FEX


Data Providers


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  • nav change
    0.07 / 0.1%
(As of Tuesday June 11, 2019)


  • distribution channel


  • ticker


  • category

    Multi-Cap Core Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
Above Average
Below Average
manager tenure
Above Average


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

Hightower Advisors, Llc
Atlanta Capital Group
Raymond James & Associates

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Lpl Financial Llc
Raymond James Financial Services Advisors, Inc.
Ssi Investment Management Inc
Citigroup Inc
Stratos Wealth Partners, Ltd.
Risk Paradigm Group, Llc
Frontier Wealth Management Llc
Commonwealth Equity Services, Inc

Susquehanna International Group, Llp

Cetera Investment Advisers

Us Financial Advisors, Llc
Astor Investment Management Llc
National Planning Corp
Integrated Wealth Management

Laurel Wealth Advisors, Inc.

American International Group Inc

Next Financial Group, Inc

Girard Securities, Inc.

Bbk Capital Partners, Llc
Harfst & Associates, Inc.

Ladenburg Thalmann Financial Services Inc

Morgan Stanley

Simplex Trading, Llc

Credit Suisse Ag/

Wells Fargo & Company/mn

Sg Americas Securities, Llc

Cetera Advisors Llc
Aft, Forsyth & Sober, Llc

Royal Bank Of Canada

Goldman Sachs Group Inc
Westport Resources Management Inc

Kcg Holdings, Inc.

Keel Point, Llc
Sanctuary Wealth Advisors, Llc

Ausdal Financial Partners, Inc.

Private Advisor Group, Llc

Manufacturers Life Insurance Company, The

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Winslow, Evans & Crocker, Inc.

Bokf, Na

Carroll Financial Associates, Inc.
Aviance Capital Management, Llc

Bank Of America Corp /de/

Founders Financial Securities Llc
Baird Financial Group, Inc.
Citadel Advisors Llc
Us Bancorp \de\
Janney Montgomery Scott Llc

Ubs Group Ag

Feltz Wealth Plan Inc.
Accuvest Global Advisors
Inverness Investment Group, Llc
Regal Investment Advisors Llc
Metlife Securities, Inc

Ifp Advisors, Inc

Wedbush Morgan Securities Inc
Benjamin F. Edwards & Company, Inc.

Hl Financial Services Llc

Davidson D A & Co
First Heartland Consultants, Inc.
Ifc Holdings Incorporated/fl
Oppenheimer & Co Inc
Horizon Investments, Llc

Jane Street Group, Llc

Visionary Asset Management, Inc.

Legacy Private Trust Co.

Ameriprise Financial Inc

Thrivent Financial For Lutherans
Jpmorgan Chase & Co
Mcf Advisors Llc
Chicago Partners Investment Group Llc
First Personal Financial Services

Concorde Asset Management, Llc

Baker Avenue Asset Management, Lp
Moors & Cabot, Inc.

Park National Corp /oh/

Bb&t Securities, Llc

Tower Research Capital Llc

United Capital Financial Advisers, Llc
Cwm, Llc
Cetera Advisor Networks Llc
Investment Centers Of America Inc
Wfg Advisors, Lp

Peapack Gladstone Financial Corp

Atria Investments Llc
Argentus Capital Management, Llc
Fdx Advisors, Inc.
Lakeview Capital Partners, Llc
Creative Planning
Envestnet Asset Management Inc
Voya Financial Advisors, Inc.
Summit Financial Wealth Advisors, Llc
Lbmc Investment Advisors, Llc

Sunbelt Securities, Inc.

Cambridge Investment Research Advisors, Inc.
Signalpoint Asset Management, Llc

Johnson Financial Group, Inc.

Advisory Services Network, Llc
Sigma Planning Corp
First Allied Advisory Services, Inc.
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    Below Average
    There is no Fee data available to display at this time.




    Above Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 749 Multi-Cap Core Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 5.80
    Sharpe Ratio ² 0.26
    R-Squared ³ 0.97
    Beta ³ 1.20
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Multi-Cap Core Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Stan Ueland

      01-01-2007 - present
    • Jon C. Erickson

      01-01-2007 - present
    • Roger F. Testin

      01-01-2007 - present
    • David G. McGarel

      01-01-2007 - present
    • Daniel J. Lindquist

      01-01-2007 - present