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Upturn AI SWOT - About
First Trust Large Cap Growth AlphaDEX® Fund (FTC)
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Upturn Advisory Summary
10/10/2025: 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 49.45% | Avg. Invested days 73 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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 generally to the price and yield of the NASDAQ AlphaDEXu00ae Large Cap Growth Index. The fund utilizes an AlphaDEXu00ae selection process to identify and rank growth stocks within the large-cap universe.
Reputation and Reliability
First Trust is a well-established ETF provider known for its AlphaDEXu00ae strategy ETFs.
Management Expertise
First Trust Advisors L.P. has a team of experienced investment professionals managing its ETF lineup.
Investment Objective
Goal
Seeks 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 tracks the NASDAQ AlphaDEXu00ae Large Cap Growth Index, which employs a quantitative methodology to select growth stocks based on growth and value factors.
Composition The fund holds primarily large-cap growth stocks in the United States, selected using the AlphaDEXu00ae methodology.
Market Position
Market Share: Data unavailable. Market share varies depending on the specific large cap growth ETF subsegment.
Total Net Assets (AUM): 1410000000
Competitors
Key Competitors
- VUG
- IWF
- SCHG
- QQQ
Competitive Landscape
The large-cap growth ETF market is competitive, with several well-established players. FTC differentiates itself with its AlphaDEXu00ae methodology, which aims to outperform traditional market-cap weighted indexes. Competitors like VUG and SCHG are passively managed and have lower expense ratios, presenting a challenge to FTC.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers.
Benchmark Comparison: Performance should be compared to the NASDAQ AlphaDEXu00ae Large Cap Growth Index.
Expense Ratio: 0.069
Liquidity
Average Trading Volume
The fund's average daily trading volume is moderate, which can lead to average liquidity.
Bid-Ask Spread
Bid-ask spreads are generally tight, reflecting adequate liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks can affect FTC's performance.
Growth Trajectory
The growth trajectory depends on the performance of the AlphaDEXu00ae selection methodology and the overall market environment.
Moat and Competitive Advantages
Competitive Edge
FTC's competitive edge lies in its AlphaDEXu00ae methodology, which seeks to identify undervalued growth stocks with strong fundamentals. The AlphaDEXu00ae approach offers a systematic and rules-based selection process. This provides a potential advantage over purely passive market-cap weighted funds or actively managed funds that rely on subjective decisions. The strategy aims to deliver alpha by overweighting potentially high-performing stocks while underweighting less promising ones.
Risk Analysis
Volatility
Volatility is expected to be in line with other large-cap growth ETFs.
Market Risk
The fund is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks within the large-cap growth universe.
Investor Profile
Ideal Investor Profile
FTC is suitable for investors seeking growth potential within the large-cap equity market and who are comfortable with a quantitative investment strategy.
Market Risk
The fund is best for long-term investors who understand and are willing to accept the risks associated with growth stocks and a non-traditional index methodology.
Summary
The First Trust Large Cap Growth AlphaDEXu00ae Fund (FTC) seeks to track the NASDAQ AlphaDEXu00ae Large Cap Growth Index, employing a quantitative methodology to select growth stocks. The fund offers a differentiated approach compared to traditional market-cap weighted ETFs, potentially leading to outperformance. However, the AlphaDEXu00ae strategy and associated expense ratio may not appeal to all investors. It is suited for those seeking growth potential within the large-cap equity space and are willing to accept the risks associated with a quantitative investment strategy.
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. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.