FCA - ETF AI Analysis
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First Trust China AlphaDEX Fund (FCA)
FCA, the First Trust China AlphaDEX Fund, earns a solid overall rating largely because several of its key holdings, like China Life Insurance and COSCO SHIPPING, combine strong financial performance, attractive valuations, and positive market momentum. Other holdings such as Lenovo and 3SBio contribute less to the fund’s strength due to liquidity challenges, high valuations, or weaker technical signals. The main risk factor is the fund’s concentrated exposure to Chinese companies and sectors, which can increase volatility and sensitivity to China-specific economic and regulatory developments.
FCA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 27.20M
- Region
- Asia-Pacific
- Expense Ratio
- 0.80%
- Beta
- 0.62
- Issuer
- First Trust
- Inception Date
- Apr 18, 2011
- Dividend Yield
- 6.01%
- Asset Class
- Equity
- Index Tracked
- NASDAQ AlphaDEX China Index
FCA Summary
FCA, the First Trust China AlphaDEX Fund, is an ETF that follows the NASDAQ AlphaDEX China Index, aiming to capture the broad growth of China’s stock market. It invests in many types of Chinese companies, from financials and energy to technology and health care, with most holdings listed in Hong Kong. Well-known names in the fund include Lenovo Group and PetroChina. Someone might invest in FCA to get diversified exposure to China’s economy and its long-term growth potential in a single investment. A key risk is that it can rise or fall sharply with changes in China’s market and economy.
How much will it cost me?
This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 invested. That’s higher than the average ETF cost because it uses an active, rules-based AlphaDEX strategy rather than simple passive index tracking.
What would affect this ETF?
Future performance of this China-focused ETF will be helped by stronger Chinese economic growth, rising consumer spending, and supportive government policies for key sectors like financials, energy, and technology, which make up large parts of the fund. On the other hand, slower growth in China, tighter regulations on major industries, changes in global trade relations, or higher interest rates that hurt financial and cyclical companies such as COSCO SHIPPING, PetroChina, Lenovo, and China Life Insurance could weigh on returns.
FCA Top 10 Holdings
FCA leans heavily into China’s financials and energy names, with insurers like China Life and China Reinsurance providing a steady but recently mixed backdrop, while PetroChina and China Oilfield Services add cyclical punch that’s been more supportive than harmful. Lenovo is one of the fund’s brighter spots, rising on optimism around AI and hardware demand, helping offset laggards such as 3SBio and Sinotruk, which have been losing steam. With all major holdings listed in Hong Kong, this is a pure China play, concentrated in traditional sectors rather than flashy internet giants.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 HK:1919 | COSCO SHIPPING Holdings Co | 4.62% | $1.26M | HKD 285.49B | 27.20% | 79Outperform |
 HK:2688 | ENN Energy Holdings | 4.44% | $1.21M | HKD 55.76B | -27.22% | 76Outperform |
 HK:0857 | PetroChina Company | 4.36% | $1.19M | HKD 2.76T | 27.00% | 73Outperform |
 HK:0788 | China Tower | 3.66% | $996.44K | HKD 154.88B | -22.69% | 72Outperform |
 HK:0992 | Lenovo Group | 3.43% | $933.60K | HKD 278.84B | 88.72% | 70Outperform |
 HK:2883 | China Oilfield Services | 3.71% | $1.01M | HKD 61.44B | 11.14% | 77Outperform |
 HK:2628 | China Life Insurance Co | 3.18% | $867.53K | HKD 1.03T | -6.27% | 83Outperform |
 HK:1508 | China Reinsurance (Group) Corp. Class H | 3.08% | $839.20K | HKD 49.91B | -27.02% | 71Outperform |
 HK:3808 | Sinotruk Hong Kong | 3.08% | $840.36K | HKD 90.34B | 29.53% | 76Outperform |
 HK:1530 | 3SBio | 3.00% | $816.38K | HKD 35.31B | -50.29% | 68Neutral |
FCA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCA, the sentiment is Negative. The current price of 23.66 is below the 20-day moving average (MA) of 24.97, below the 50-day MA of 25.82, and below the 200-day MA of 28.61, indicating a bearish trend. The MACD of -0.64 indicates Positive momentum. The RSI at 26.14 is Positive, neither overbought nor oversold. The STOCH value of 35.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FCA.
FCA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FCA | $23.66 | $28.00(18.34% Upside) | $27.20M | 0.80% | 68Neutral |
 MCHI | $49.12 | $70.22(42.96% Upside) | $5.51B | 0.59% | 58Neutral |
 FXI | $32.51 | $47.08(44.80% Upside) | $3.72B | 0.74% | 73Outperform |
 GSJY | $54.13 | $70.07(29.45% Upside) | $97.06M | 0.25% | 71Outperform |
 PGJ | $21.22 | $30.81(45.18% Upside) | $77.27M | 0.70% | 67Neutral |
 ECNS | $26.19 | $39.35(50.24% Upside) | $57.59M | 0.59% | 55Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FCA | First Trust China AlphaDEX Fund | 23.66 | -3.65 | -13.36% | |
| MCHI | iShares MSCI China ETF | 49.12 | -15.15 | -23.57% | |
| FXI | iShares China Large-Cap ETF | 32.51 | -7.72 | -19.18% | |
| GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | 54.13 | 8.70 | 19.15% | |
| PGJ | Invesco Golden Dragon China Etf | 21.22 | -10.52 | -33.14% | |
| ECNS | iShares MSCI China Small-Cap ETF | 26.19 | -8.38 | -24.25% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.