FTC - ETF AI Analysis
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First Trust Large Cap Growth AlphaDEX Fund (FTC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Strong-Performing Top Holdings
Many of the largest positions, especially in technology-related names, have delivered strong year-to-date gains that support the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, industrials, consumer, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Tilt Toward Cyclical Sectors
Large weights in technology and industrials mean the ETF may be more sensitive to economic slowdowns and market swings than a more defensive mix.
FTC vs. SPDR S&P 500 ETF (SPY)
AUM1.30B
RegionNorth America
Expense Ratio0.58%
Beta1.08
IssuerFirst Trust
Inception DateMay 08, 2007
Dividend Yield0.19%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX Large Cap Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,779
30 Day Avg. Volume18,126
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
201.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering188
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FTC Summary
The First Trust Large Cap Growth AlphaDEX Fund (FTC) is an ETF that follows the NASDAQ AlphaDEX Large Cap Growth Index, focusing on large U.S. companies expected to grow faster than the overall market. It mainly holds technology and industrial stocks, with well-known names like Dell Technologies and Micron. Someone might invest in FTC to seek long-term growth and get instant diversification across many big U.S. growth companies instead of picking individual stocks. A key risk is that it is heavily tilted toward growth and tech-related companies, so its price can rise and fall more than the broader 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 heavily into U.S. tech and industrial names, with a clear tilt toward the AI and data-center boom. Chip and hardware players like Micron, AMD, Marvell, and Western Digital have been rising, giving the fund much of its recent spark, while Dell’s steady climb adds another leg of support. On the flip side, more speculative growth stories such as Rocket Lab and Bloom Energy are still a bit wobbly, keeping a lid on gains. Overall, this is a U.S.-centric, growth-first portfolio riding the tech wave with some bumps along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SanDisk Corp | 1.87% | $24.34M | $218.98B | 3866.44% | 55 Neutral | |
| Micron | 1.73% | $22.62M | $846.93B | 704.33% | 79 Outperform | |
| Seagate Tech | 1.59% | $20.74M | $182.24B | 620.89% | 68 Neutral | |
| Bloom Energy | 1.40% | $18.23M | $86.04B | 1452.82% | 62 Neutral | |
| Western Digital | 1.38% | $18.03M | $166.92B | 865.08% | 77 Outperform | |
| Advanced Micro Devices | 1.36% | $17.73M | $762.32B | 323.81% | 73 Outperform | |
| MACOM Technology Solutions Holdings | 1.32% | $17.18M | $29.45B | 217.34% | 64 Neutral | |
| Rocket Lab USA | 1.20% | $15.67M | $78.59B | 434.07% | 57 Neutral | |
| Dell Technologies | 1.18% | $15.44M | $192.59B | 163.30% | 65 Neutral | |
| Marvell | 1.18% | $15.44M | $171.90B | 223.50% | 76 Outperform |
FTC Technical Analysis
Positive
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Price Trends
166.29
Positive
164.58
Positive
161.86
Positive
Market Momentum
2.79
Positive
61.73
Neutral
65.98
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FTC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 174.55, equal to the 50-day MA of 166.29, and equal to the 200-day MA of 161.86, indicating a bullish trend. The MACD of 2.79 indicates Positive momentum. The RSI at 61.73 is Neutral, neither overbought nor oversold. The STOCH value of 65.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FTC.
FTC Peer Comparison
Comparison Results
Performance Comparison
FTC
First Trust Large Cap Growth AlphaDEX Fund
179.40
36.72
25.74%
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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COWG
Pacer US Large Cap Cash Cows Growth Leaders 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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