Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Large Cap Value AlphaDEX® Fund(FTA)
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 FTA
10/28/2026: FTA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
First Trust Large Cap Value AlphaDEX (FTA) provides investors with exposure to U.S. large-cap stocks selected via a proprietary quantitative factor-based methodology. Its main strength lies in its systematic approach, which filters for value and quality indicators to identify potentially undervalued securities. The fund is best suited as a portfolio component for investors looking to gain a systematic value tilt without relying purely on market-cap weighting. However, investors should be aware of its higher expense ratio compared to standard passive value ETFs and the potential for factor-driven performance cycles. It is most appropriate for long-term investors monitoring the relative efficacy of the AlphaDEX methodology.
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 | Weak fit | This fund is specifically tilted toward value factors rather than growth factors. |
| Momentum investor | Mixed fit | Strong fit only when the value factor is currently outperforming in a positive market signal. |
| Value investor | Strong fit | The fund is specifically designed to provide exposure to large-cap stocks with attractive valuation characteristics. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the fund prioritizes factor characteristics over yield-specific selection. |
| Low-risk investor | Medium | It remains exposed to broad equity market volatility, which may not be suitable for conservative investors. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic, factor-based exposure to large-cap value stocks.
Suitability
Best for long-term investors looking to diversify away from market-cap weighting while maintaining large-cap core exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to the inherent price swings of the U.S. stock market. |
| Market risk | Medium | The fund is exposed to systemic risks affecting the broader equity market. |
| Concentration | Medium | The strategy targets specific factors, which can lead to sector biases compared to a broad index. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla passive value ETFs, which can impact long-term net performance. |
| Liquidity | Low | The underlying assets are large-cap stocks, ensuring high liquidity for entry and exit. |
| Business/sector quality | Medium | The quantitative selection may inadvertently include lower-quality companies that meet specific value criteria. |
Risk Analysis
Volatility
Moderate, typical of broad-market large-cap equity funds.
Market Risk
The fund is fully invested in equities, making it susceptible to overall market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98.5 | The fund focuses on large-cap U.S. companies that exhibit attractive value traits. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small residual position is held for liquidity and operational purposes. |
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 31.38% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.