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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.12% 33.79M 110.03
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.75% 175.3% 7.283M Upgrade

Basic Info

Investment Strategy
First Trust AlphaDEX™ U.S. Health Care Sector Index ETF, First Trust AlphaDEX™ U.S. Industrials Sector Index ETF and First Trust AlphaDEX™ U.S. Technology Sector Index ETF Each of the StrataQuant® Health Care Index, StrataQuant® Industrials Index and StrataQuant® Technology Index (the “StrataQuant Indices”) results from applying the AlphaDEX™ methodology to the Russell 1000® Index, a market index representing the large and mid-capitalization segment of the U.S. equity universe, and then selecting the Constituent Securities for the StrataQuant Index from those qualifying stocks included in the applicable Sector.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name FT Portfolios Canada Co
Prospectus Benchmark Index
StrataQuant Industrials TR USD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 9.43 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
19.39%
9.19%
22.81%
-13.82%
9.54%
16.65%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.80%
--
-4.67%
20.30%
27.23%
15.00%
-13.61%
-11.83%
5.27%
--
--
--
--
--
-26.26%
-12.79%
--
--
--
--
--
--
--
-7.47%
-1.44%
As of April 18, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.10% Upgrade Upgrade
Stock 99.90% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
First Trust AlphaDEX™ U.S. Health Care Sector Index ETF, First Trust AlphaDEX™ U.S. Industrials Sector Index ETF and First Trust AlphaDEX™ U.S. Technology Sector Index ETF Each of the StrataQuant® Health Care Index, StrataQuant® Industrials Index and StrataQuant® Technology Index (the “StrataQuant Indices”) results from applying the AlphaDEX™ methodology to the Russell 1000® Index, a market index representing the large and mid-capitalization segment of the U.S. equity universe, and then selecting the Constituent Securities for the StrataQuant Index from those qualifying stocks included in the applicable Sector.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name Sector Equity
Category Index Morningstar Gbl GR CAD
Global Category Name Equity Miscellaneous
YCharts Categorization Other
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective --
Fund Owner Firm Name FT Portfolios Canada Co
Prospectus Benchmark Index
StrataQuant Industrials TR USD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 9.43 yrs

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