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FXO - ETF AI Analysis

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FXO

First Trust Financials AlphaDEX Fund (FXO)

Rating:72Outperform
Price Target:
FXO, the First Trust Financials AlphaDEX Fund, earns a solid overall rating largely because many of its key holdings—such as FactSet Research, Travelers, MGIC Investment, Allstate, and Hartford Financial—show strong financial performance, profitability, and generally positive earnings outlooks, which support the fund’s quality. Some holdings face bearish or mixed technical trends and rising expenses or segment-specific challenges, which can limit short-term upside, and the fund’s focus on the financial sector means investors are exposed to sector-specific risks if financials come under pressure.
Positive Factors
Solid Recent Performance
The ETF has shown strong gains over the past three and twelve months, indicating positive momentum in its strategy.
Strong Financial Stock Exposure
Several key financial holdings, such as Travelers, Interactive Brokers, and Allstate, have delivered strong performance, helping support the fund’s returns.
Focused U.S. Market Exposure
With almost all assets in U.S. companies, investors get clear, targeted exposure to the U.S. financial sector without added foreign currency risk.
Negative Factors
High Sector Concentration
The fund is heavily concentrated in financial stocks, which means it can be more sensitive to downturns in the financial sector.
Mixed Top Holding Performance
Some of the largest positions, including Lincoln National, AIG, FactSet, and Assured Guaranty, have shown weak performance, which can drag on overall returns.
Above-Average Expense Ratio
The ETF’s fee is relatively high compared with many broad market index funds, which slightly reduces the net return investors receive.

FXO vs. SPDR S&P 500 ETF (SPY)

FXO Summary

FXO is an exchange-traded fund that follows the StrataQuant Financials Index, focusing on U.S. financial companies like banks, insurance firms, and investment services. Its holdings include well-known names such as Allstate and American International Group (AIG). The fund uses a rules-based approach to pick stocks it believes have strong growth and value potential, giving investors a way to bet on the financial sector while spreading risk across many companies. A key risk is that it is heavily tied to financial stocks, so its value can rise or fall sharply with changes in interest rates, the economy, and the overall market.
How much will it cost me?The ETF FXO has an expense ratio of 0.62%, which means you’ll pay $6.20 per year for every $1,000 invested. This is higher than average because FXO is actively managed, using a proprietary strategy to select stocks with strong growth and value characteristics.
What would affect this ETF?FXO's performance could benefit from rising interest rates, as higher rates often improve profitability for banks and financial institutions, which dominate its holdings. However, economic downturns or stricter regulations in the financial sector could negatively impact the ETF, especially given its concentrated exposure to U.S.-based financial companies. Additionally, trends in fintech innovation and consumer demand for financial services may drive growth for top holdings like SoFi and Interactive Brokers.

FXO Top 10 Holdings

FXO is essentially a bet on U.S. financials, with a bench led by rising names like Interactive Brokers and steady performers such as Travelers and Allstate helping to pull the fund forward. MarketAxess, while recently rising, still feels a bit winded year-to-date, and Lincoln National is lagging as it works through cash flow concerns. MGIC Investment and FactSet add a more niche flavor, but the story here is clear: a concentrated mix of banks, insurers, and financial platforms, all tied closely to the health of the U.S. financial system.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Marketaxess Holdings2.30%$25.35M$5.74B-11.82%
68
Neutral
Lincoln National1.99%$21.89M$8.39B4.01%
71
Outperform
Travelers Companies1.82%$20.06M$78.26B34.51%
78
Outperform
Factset Research1.81%$19.92M$9.24B-28.22%
78
Outperform
MGIC Investment1.75%$19.24M$6.31B8.12%
78
Outperform
Central Bancompany1.71%$18.83M$7.76B70.58%
Allstate1.71%$18.82M$64.15B26.61%
74
Outperform
Interactive Brokers1.68%$18.53M$41.40B43.44%
75
Outperform
First American Financial1.68%$18.47M$7.33B6.32%
74
Outperform
Everest Group1.67%$18.36M$14.25B6.39%
64
Neutral

FXO Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
65.58
Negative
100DMA
62.84
Positive
200DMA
60.85
Positive
Market Momentum
MACD
-0.35
Positive
RSI
36.65
Neutral
STOCH
14.32
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FXO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 65.55, equal to the 50-day MA of 65.58, and equal to the 200-day MA of 60.85, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 36.65 is Neutral, neither overbought nor oversold. The STOCH value of 14.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FXO.

FXO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.10B0.60%
72
Outperform
$6.90B0.35%
74
Outperform
$4.38B0.37%
72
Outperform
$2.36B0.08%
72
Outperform
$2.20B0.37%
72
Outperform
$1.54B0.35%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FXO
First Trust Financials AlphaDEX Fund
63.93
4.93
8.36%
KBWB
Invesco KBW Bank ETF
IYF
iShares U.S. Financials ETF
FNCL
Fidelity MSCI Financials Index ETF
IYG
iShares US Financial Services ETF
KBE
SPDR S&P Bank ETF
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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