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Upturn AI SWOT - About
First Trust China AlphaDEX® Fund (FCA)
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Upturn Advisory Summary
08/14/2025: FCA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.87% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 17.17 - 24.61 | Updated Date 06/29/2025 |
52 Weeks Range 17.17 - 24.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust China AlphaDEX® Fund
ETF Overview
Overview
The First Trust China AlphaDEXu00ae Fund (FCA) seeks investment results that correspond to the performance of the NASDAQ AlphaDEXu00ae China Index. The fund employs an AlphaDEXu00ae selection process to identify and weight stocks based on growth and value factors.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative and actively managed strategies. They have a solid track record and are considered a reliable issuer.
Management Expertise
First Trust has a dedicated team of portfolio managers and analysts with experience in managing equity ETFs and employing quantitative investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield, before fees and expenses, of the NASDAQ AlphaDEXu00ae China Index.
Investment Approach and Strategy
Strategy: The fund employs a quantitative, rules-based approach using the AlphaDEXu00ae methodology, which ranks and weights stocks based on growth and value factors.
Composition The ETF primarily holds stocks of Chinese companies.
Market Position
Market Share: FCA's market share varies depending on the specific China-focused ETF segment being considered.
Total Net Assets (AUM): 46750000
Competitors
Key Competitors
- MCHI
- ASHR
- FXI
- GXC
Competitive Landscape
The China-focused ETF market is highly competitive, with many ETFs offering exposure to different segments of the Chinese economy. FCA differentiates itself through its AlphaDEXu00ae methodology, aiming to select stocks with the best combination of growth and value characteristics. However, it has lower AUM than its competitors.
Financial Performance
Historical Performance: Historical performance data needs to be collected from financial data providers.
Benchmark Comparison: Benchmark comparison requires historical performance data of both the ETF and its benchmark.
Expense Ratio: 0.8
Liquidity
Average Trading Volume
Average trading volume is relatively moderate, which could affect the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but is generally moderate, potentially adding to transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions in China, global trade relations, and sector-specific growth prospects within the Chinese economy all affect FCA.
Growth Trajectory
Growth trajectory is dependent on Chinese market performance and the effectiveness of the AlphaDEXu00ae strategy.
Moat and Competitive Advantages
Competitive Edge
FCA's competitive edge lies in its unique AlphaDEXu00ae methodology, which aims to outperform traditional market-cap-weighted indexes. This selection process emphasizes both growth and value factors, potentially leading to superior returns. However, whether the strategy will consistently outperform remains to be seen. First Trust's reputation as a reputable ETF provider also adds value.
Risk Analysis
Volatility
Volatility will mirror that of Chinese equities and the underlying holdings.
Market Risk
The fund is subject to market risk associated with investing in Chinese equities, including political and regulatory risks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the Chinese equity market with a preference for a quantitatively driven selection process might find this fund suitable.
Market Risk
FCA may be suitable for long-term investors seeking growth potential in the Chinese market but it's also good for active traders who monitor the investment on a regular basis.
Summary
The First Trust China AlphaDEXu00ae Fund (FCA) offers exposure to Chinese equities using a unique AlphaDEXu00ae methodology that emphasizes both growth and value factors. While it differentiates itself from market-cap-weighted ETFs, its AUM is smaller than its main competitors. The ETF is exposed to risks associated with Chinese equities, including political and regulatory risks. It may be suitable for investors seeking to enhance returns in the Chinese market via a quantitative approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust China AlphaDEX® Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ China Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEX® selection methodology.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.