FTC - ETF AI Analysis
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First Trust Large Cap Growth AlphaDEX Fund (FTC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Many of the fund’s largest positions have shown strong year-to-date gains, helping support overall performance.
Growth-Focused Sector Mix
Heavy exposure to technology and industrials gives investors access to sectors that have been driving much of the market’s growth.
Healthy Asset Base
The fund manages a sizable pool of assets, which can help with trading liquidity and signal ongoing investor interest.
Negative Factors
Higher Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slightly reduce the net returns investors receive over time.
Recent Short-Term Weakness
The ETF has experienced a weak one-month performance, showing that returns can be volatile over shorter periods.
Very Heavy U.S. Concentration
With almost all assets in U.S. companies, investors get very little international diversification and remain highly tied to the U.S. market.
FTC vs. SPDR S&P 500 ETF (SPY)
AUM1.32B
RegionNorth America
Expense Ratio0.58%
Beta1.11
IssuerFirst Trust
Inception DateMay 08, 2007
Dividend Yield0.15%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX Large Cap Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,238
30 Day Avg. Volume15,752
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
222.52Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering188
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FTC Summary
FTC is an exchange-traded fund that follows the NASDAQ AlphaDEX Large Cap Growth Index, focusing on large, fast-growing U.S. companies. It spreads your money across many sectors, with a big tilt toward technology and industrials. Well-known holdings include Morgan Stanley and eBay, along with other growth-focused firms. Someone might invest in FTC to seek long-term growth while still getting diversification across many companies and industries. However, because it targets growth stocks and is heavily exposed to sectors like technology, its price can go up and down sharply with changes in the stock market.
How much will it cost me?The First Trust Large Cap Growth AlphaDEX Fund (FTC) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, using a specialized AlphaDEX methodology to select stocks based on quantitative analysis.
What would affect this ETF?The FTC ETF, with its strong focus on U.S. large-cap growth companies, could benefit from advancements in technology and industrial innovation, as these sectors make up a significant portion of its holdings. However, it may face challenges if interest rates rise, potentially impacting growth stocks, or if economic conditions weaken, reducing consumer spending and business investments. Regulatory changes or sector-specific disruptions could also influence the performance of its top holdings.
FTC Top 10 Holdings
FTC is leaning hard into U.S. growth stories, with tech and health care doing most of the heavy lifting. Dell, Lumentum, and Arista Networks are powering ahead on AI and cloud demand, giving the fund a strong tailwind. Biotech names like Incyte, Illumina, and Natera are also rising, adding a more experimental edge to the portfolio. Fortinet and Interactive Brokers look steadier, helping smooth out volatility rather than stealing the spotlight. Overall, it’s a U.S.-centric, innovation-focused mix where a handful of tech and biotech names set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 1.17% | $15.61M | $339.79B | 319.88% | 65 Neutral | |
| Incyte | 1.08% | $14.37M | $25.69B | 46.30% | 81 Outperform | |
| Interactive Brokers | 1.03% | $13.68M | $41.96B | 53.96% | 75 Outperform | |
| Morgan Stanley | 1.01% | $13.38M | $341.94B | 47.02% | 76 Outperform | |
| Lumentum Holdings | 0.99% | $13.20M | $79.05B | 489.62% | 61 Neutral | |
| Fortinet | 0.98% | $13.07M | $114.67B | 98.26% | 71 Outperform | |
| Everpure | 0.98% | $12.98M | $33.08B | 25.60% | 64 Neutral | |
| Illumina | 0.96% | $12.76M | $32.95B | 120.58% | 71 Outperform | |
| Natera | 0.93% | $12.43M | $47.31B | 95.32% | 73 Outperform | |
| Amphenol | 0.91% | $12.07M | $204.13B | 49.90% | 78 Outperform |
FTC Technical Analysis
Negative
―
Price Trends
181.01
Negative
179.84
Negative
170.22
Positive
Market Momentum
-1.55
Positive
44.82
Neutral
29.68
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 180.83, equal to the 50-day MA of 181.01, and equal to the 200-day MA of 170.22, indicating a neutral trend. The MACD of -1.55 indicates Positive momentum. The RSI at 44.82 is Neutral, neither overbought nor oversold. The STOCH value of 29.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FTC.
FTC Peer Comparison
Comparison Results
Performance Comparison
FTC
First Trust Large Cap Growth AlphaDEX Fund
177.26
19.22
12.16%
JGRO
JPMorgan Active Growth ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
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NULG
Nuveen ESG Large-Cap Growth ETF
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QGRW
WisdomTree U.S. Quality Growth Fund
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CNEQ
Alger Concentrated Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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