Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the First Trust Small Cap Core AlphaDEX ETF (FYX) is a smart beta exchange traded fund launched on 05/08/2007.
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the First Trust Small Cap Core AlphaDEX ETF (FYX), a passively managed exchange traded fund launched on May 8, 2007.
Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the First Trust Small Cap Core AlphaDEX ETF (FYX) is a smart beta exchange traded fund launched on 05/08/2007.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,049 | $1.34M | $1.71M | $370,689.09 | 27.65% |
| YA Yinka Akinsola Blue Trust Inc. | 48 | $5,728.8 | $6,807.12 | $1,078.32 | 18.82% |
John Ledford FWG Holdings LLC | 2,316 | $276,414.6 | $328,293 | $51,878.4 | 18.77% |
| SL Shad Lamm Keystone Wealth Services LLC | 5,125 | $611,668.75 | $728,775 | $117,106.25 | 19.15% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 586 | $47,231.6 | $83,001.04 | $35,769.44 | 75.73% |
| NASDAQ (NMS) Exchange | US Country |
The described company is a financial entity that concentrates on investing in stocks of small cap companies within the NASDAQ US 700 Small Cap Index using a specialized selection methodology known as AlphaDEX®. This method aims to optimize the portfolio’s performance by potentially generating positive alpha, which represents risk-adjusted returns that surpass those of traditional indices. The fund commits to allocating at least 90% of its net assets, including any investment borrowings, into securities that are part of the index it tracks. This approach articulates a strategy focused on achieving enhanced portfolio returns by leveraging sophisticated selection criteria and risk management techniques.
This product involves the selection of small cap stocks from the NASDAQ US 700 Small Cap Index. By applying the AlphaDEX® selection methodology, the fund seeks to invest in companies that exhibit potential for high risk-adjusted returns relative to traditional market indices. This approach prioritizes investments that the fund's management believes are poised for superior performance, aiming to capitalize on the unique growth opportunities presented by the small cap segment.