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Name of ETF: First Trust Mid Cap Core AlphaDEX Fund

Benchmark Index: Defined Mid Cap Core Index

Ticker Symbol: FNX

Approximate Number of Holdings: 300

Types of Companies Included: The top mid-cap companies in the United States 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).

Individual Company Weight: This ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

First Trust Website