Name of ETF: First Trust Consumer Staples AlphaDEX Fund
Benchmark Index: StrataQuant Consumer Staples Index
Ticker Symbol: FXG
Approximate Number of Holdings: 39
Types of Companies Included: The top companies from consumer staples 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 with the most representation (largest weight) historically have been food products and food & staples retailing.
Individual Company Weight: While not equally weighed, this ETF is diversified with no one company representing a notable percentage of the ETF.
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