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Upturn AI SWOT - About
First Trust Large Cap Growth AlphaDEX® Fund (FTC)
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Upturn Advisory Summary
08/14/2025: FTC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 48.11% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.12 | 52 Weeks Range 112.88 - 149.99 | Updated Date 06/29/2025 |
52 Weeks Range 112.88 - 149.99 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Large Cap Growth AlphaDEX® Fund
ETF Overview
Overview
The First Trust Large Cap Growth AlphaDEXu00ae Fund (FTC) seeks investment results that correspond to the performance of the NASDAQ AlphaDEXu00ae Large Cap Growth Index. It focuses on large-cap growth stocks selected and weighted using the AlphaDEX methodology, which aims to identify stocks with the potential for superior risk-adjusted returns.
Reputation and Reliability
First Trust is a well-established ETF issuer known for its innovative and quantitatively driven investment strategies.
Management Expertise
First Trust has a dedicated team of portfolio managers and analysts with extensive experience in quantitative investing and ETF management.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield of the NASDAQ AlphaDEXu00ae Large Cap Growth Index.
Investment Approach and Strategy
Strategy: The fund employs a proprietary AlphaDEXu00ae methodology to select and weight stocks, aiming to outperform traditional market-cap weighted indexes.
Composition The fund primarily holds large-cap growth stocks in various sectors, with a focus on companies exhibiting strong growth characteristics.
Market Position
Market Share: FTC has a moderate market share within the large-cap growth ETF segment.
Total Net Assets (AUM): 1700000000
Competitors
Key Competitors
- VUG
- IVW
- SCHG
Competitive Landscape
The large-cap growth ETF market is highly competitive, dominated by funds tracking market-cap weighted indexes like VUG and SCHG. FTC differentiates itself through its AlphaDEXu00ae methodology, which may lead to outperformance but also introduces tracking error. Its advantage lies in its potential for alpha generation through stock selection, while a disadvantage is its higher expense ratio compared to passively managed competitors.
Financial Performance
Historical Performance: Historical performance data unavailable without real-time market data.
Benchmark Comparison: Benchmark comparison unavailable without real-time market data.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume is moderate, which implies an acceptable level of liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards growth stocks can significantly impact FTC's performance.
Growth Trajectory
The growth trajectory of FTC depends on the success of its AlphaDEXu00ae methodology in identifying and weighting growth stocks, as well as overall market conditions.
Moat and Competitive Advantages
Competitive Edge
FTC's competitive edge lies in its proprietary AlphaDEXu00ae methodology, which aims to outperform market-cap weighted indexes by selecting and weighting stocks based on growth factors. This unique approach can potentially generate higher returns compared to passive strategies. However, it also introduces the risk of underperformance if the AlphaDEXu00ae methodology does not accurately identify winning stocks. The fund's active management approach differentiates it from passively managed competitors.
Risk Analysis
Volatility
Volatility assessment unavailable without real-time market data, but it is expected to be moderate-to-high due to its focus on growth stocks.
Market Risk
The fund is subject to market risk, particularly related to growth stocks, which can be more volatile than value stocks during economic downturns.
Investor Profile
Ideal Investor Profile
FTC is suitable for investors seeking exposure to large-cap growth stocks with the potential for outperformance through a quantitative selection methodology.
Market Risk
FTC is best suited for long-term investors with a moderate risk tolerance who are comfortable with the potential for tracking error.
Summary
The First Trust Large Cap Growth AlphaDEXu00ae Fund (FTC) offers exposure to large-cap growth stocks selected and weighted using the AlphaDEXu00ae methodology. This unique approach aims to outperform market-cap weighted indexes, but introduces potential for tracking error. The fund is suitable for long-term investors with a moderate risk tolerance seeking enhanced returns. However, investors should consider its higher expense ratio and the potential for underperformance relative to passively managed growth ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Large Cap Growth 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 growth stocks from the NASDAQ US 500 Large Cap Index TM (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.