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Upturn AI SWOT - About
First Trust Health Care AlphaDEX® Fund (FXH)
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Upturn Advisory Summary
08/14/2025: FXH (1-star) is currently NOT-A-BUY. Pass it for now.
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 -5.26% | Avg. Invested days 48 | Today’s Advisory PASS |
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 0.83 | 52 Weeks Range 91.87 - 114.01 | Updated Date 06/29/2025 |
52 Weeks Range 91.87 - 114.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Health Care AlphaDEX® Fund
ETF Overview
Overview
The First Trust Health Care AlphaDEXu00ae Fund (FXH) is an ETF seeking investment results that correspond to the performance of the StrataQuantu00ae Health Care Index. It uses the AlphaDEXu00ae stock selection methodology to identify companies with favorable growth characteristics. The fund provides exposure to the health care sector by selecting and weighting stocks based on fundamental factors rather than market capitalization.
Reputation and Reliability
First Trust is a well-established ETF provider with a reputation for innovative investment strategies.
Management Expertise
First Trust has a dedicated team of investment professionals experienced in managing sector-specific ETFs.
Investment Objective
Goal
To seek investment results that correspond to the performance of the StrataQuantu00ae Health Care Index.
Investment Approach and Strategy
Strategy: The fund uses the AlphaDEXu00ae methodology, which is a quantitative approach to stock selection and weighting based on growth factors.
Composition The ETF holds a basket of common stocks of US health care companies that meet the indexu2019s criteria. The selection process is based on growth scores rather than market cap weighting.
Market Position
Market Share: FXHu2019s market share is moderate within the health care ETF space.
Total Net Assets (AUM): 1194900000
Competitors
Key Competitors
- Health Care Select Sector SPDRu00ae Fund (XLV)
- iShares U.S. Healthcare ETF (IYH)
- Vanguard Health Care ETF (VHT)
Competitive Landscape
The health care ETF market is competitive, with XLV holding a dominant position. FXH differentiates itself through its AlphaDEXu00ae stock selection methodology. This quantitative approach may outperform traditional market-cap-weighted funds in certain market conditions, but may also underperform if the market favors larger, more established companies. FXH is less diversified and its expense ratio is slightly higher than XLV.
Financial Performance
Historical Performance: Historical performance can be found on financial data provider websites; it varies based on the period considered.
Benchmark Comparison: The ETF's performance should be compared to the StrataQuantu00ae Health Care Index to assess its tracking effectiveness.
Expense Ratio: 0.62
Liquidity
Average Trading Volume
The average trading volume for FXH is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for FXH is typically competitive, but varies depending on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare sector growth, regulatory changes, and technological advancements influence FXH's performance.
Growth Trajectory
The growth trajectory of FXH depends on the overall health of the healthcare sector and the effectiveness of its AlphaDEXu00ae methodology. Changes to holdings are made in line with the index methodology.
Moat and Competitive Advantages
Competitive Edge
FXH's competitive edge lies in its AlphaDEXu00ae stock selection methodology, which aims to identify healthcare companies with strong growth potential. Unlike traditional market-cap-weighted funds, FXH selects and weights stocks based on fundamental factors. This approach can potentially lead to outperformance during periods when growth stocks are favored. However, it may also result in higher turnover and increased volatility compared to more passively managed funds. The fund may be subject to sector concentration risk.
Risk Analysis
Volatility
FXH's volatility is comparable to other health care sector ETFs.
Market Risk
The ETF is subject to market risk associated with the healthcare sector, including regulatory changes, patent expirations, and competition.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the health care sector with a focus on growth stocks may find FXH suitable.
Market Risk
FXH is more suitable for active traders or investors with a higher risk tolerance who believe in the AlphaDEXu00ae methodology.
Summary
The First Trust Health Care AlphaDEXu00ae Fund (FXH) offers exposure to the healthcare sector through a unique stock selection process. It uses the AlphaDEXu00ae methodology to identify companies with strong growth potential and weights them accordingly. While it may outperform market-cap-weighted funds in certain periods, it also carries higher risk and expenses. FXH suits investors seeking growth in the healthcare industry with higher risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is based on available data and is not financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share and performance data are 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 Health Care AlphaDEX® Fund
Exchange NYSE ARCA | 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 a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the health care sector that may generate positive alpha relative to traditional passive-style 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.