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First Trust Large Cap Core AlphaDEX® Fund(FEX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FEX
11/13/2026: FEX (3-star) is a REGULAR-BUY. BUY for 14 days. Simulated Profits (-0.31%). Updated daily EoD!
FEX provides exposure to large-cap US equities using a proprietary AlphaDEX methodology that ranks companies based on value and growth factors. Its primary strength lies in its systematic approach, which seeks to avoid the concentration risks of traditional market-cap indices. It is best suited for long-term investors looking for a core portfolio holding with a distinct factor tilt. Investors should be mindful of its expense ratio relative to ultra-low-cost passive funds and potential underperformance during market periods that heavily favor plain-vanilla index weighting. The fund is most appropriate for those seeking consistent, process-driven equity market exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The AlphaDEX methodology intentionally tilts toward companies exhibiting strong growth characteristics. |
| Momentum investor | Mixed fit | While not a pure momentum play, the fund's factor rebalancing can capture shifting trends in market leadership. |
| Value investor | Strong fit | Value-based filtering is a core component of the AlphaDEX selection process. |
| Dividend/Income investor | Mixed fit | The fund prioritizes growth and value over yield, though many holdings happen to be dividend payers. |
| Low-risk investor | Mixed fit | While broad-based, it is a 100% equity fund and subject to standard market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking core US large-cap exposure but preferring a more active, factor-tilted approach than standard market-cap indices.
Suitability
Best suited for long-term investors comfortable with a disciplined, quantitative methodology for stock selection.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As a large-cap equity fund, it will experience price swings in line with the broader US stock market. |
| Market risk | Medium / high | Systemic market downturns will negatively impact the fund's valuation. |
| Concentration | Low | The fund holds a diversified basket of large-cap stocks, limiting single-stock concentration risk. |
| Tracking/expense | Low | The expense ratio is competitive and tracking error is generally well-managed. |
| Liquidity | Low | High liquidity in the underlying large-cap holdings minimizes trade execution risk. |
| Business/sector quality | Low | The fund invests in high-quality, large-cap companies that are typically industry leaders. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FEX exhibits moderate volatility typical of large-cap equity markets, with periodic variances due to its factor-tilting strategy.
Market Risk
The fund is exposed to the broader US equity market; adverse macroeconomic conditions or sector-specific downturns represent the primary risk factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap US Equities | 99 | The fund focuses on large, established US companies selected for their fundamental strength. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A minor portion is held in cash to manage liquidity and daily transaction requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.07% | Avg. Invested days 58 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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