Name of ETF: First Trust Energy AlphaDEX Fund

Benchmark Index: StrataQuant Energy Index

Ticker Symbol: FXN

Approximate Number of Holdings: 60

Types of Companies Included: The top companies from the U.S. energy sector that meet specific fundamental criteria.

Fundamentals Used:

  • Growth Criteria: Sales-to-price ratio, sales growth over the previous 12 months and general price appreciation the company has experienced over three, six and 12 month periods.
  • Value Criteria: Book value-to-price, cash flow-to-price and return on assets (ROA).

Industries Represented: The industries that are represented within the index focus on oil, gas and consumable fuels along with energy equipment and services.

Related Links:

First Trust Website