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First Trust Materials AlphaDEX Fund

Name of ETF: First Trust Materials AlphaDEX Fund

Benchmark Index: StrataQuant Materials Index

Ticker Symbol: FXZ

Approximate Number of Holdings: 55

Types of Companies Included: The top companies from the materials sector in the Russell 1000 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 industry with the most representation (largest weight) is the chemicals industry, with containers and packaging and metals and mining companies also having notable representation.

Related Links:

First Trust Website

List of Material Sector ETFs