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FTC - ETF AI Analysis

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FTC

First Trust Large Cap Growth AlphaDEX Fund (FTC)

Rating:72Outperform
Price Target:
FTC, the First Trust Large Cap Growth AlphaDEX Fund, earns a solid overall rating thanks to several strong holdings like Comfort Systems USA, Lam Research, Quanta Services, Vertiv, and Caterpillar, which all show robust financial performance, positive earnings calls, and supportive technical trends. These strengths are partly offset by weaker names such as FTAI, where high leverage, negative cash flows, and bearish technical signals weigh on the fund’s quality. The main risk factor is that many top holdings appear relatively expensive and face valuation concerns, which could increase volatility if growth expectations are not met.
Positive Factors
Strong Top Holdings Performance
Many of the largest positions, such as FTAI Aviation, Lam Research, and Rocket Lab, have shown strong gains this year, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including industrials, technology, consumer cyclical, financials, and health care, which helps reduce the impact of weakness in any single industry.
Healthy Asset Base
With over a billion dollars in assets under management, the fund is sizable, which can support better trading liquidity and fund stability for investors.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering very limited geographic diversification outside the United States.
Modest Recent Overall Performance
While some individual holdings have done well, the fund’s recent returns over the past month and year to date have been relatively modest, suggesting performance has not been especially strong in the short term.

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

FTC Summary

FTC is an exchange-traded fund (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 holds many different stocks across sectors like industrials, technology, and consumer companies, including well-known names such as Advanced Micro Devices (AMD) and Caterpillar. Someone might invest in FTC to seek long-term growth while spreading risk across many large companies instead of picking individual stocks. However, because it targets growth stocks, its price can be more volatile and can go up and down with 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 heavily into U.S. industrial and infrastructure names, with Vertiv, MasTec, Quanta Services, and GE Vernova doing much of the heavy lifting as they ride strong demand for power, grid upgrades, and data center buildouts. On the tech side, Lam Research and Coherent are steady contributors, helped by enthusiasm around chips and AI, even if valuations look a bit rich. Offsetting that strength, more cyclical players like Caterpillar and EMCOR have been losing a bit of steam lately, creating some drag in an otherwise growth-tilted, U.S.-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SanDisk Corp1.12%$13.53M$125.69B2640.37%
55
Neutral
Seagate Tech1.07%$12.90M$109.20B618.05%
68
Neutral
Lumentum Holdings1.06%$12.84M$63.84B1541.51%
61
Neutral
Ciena1.05%$12.67M$68.91B735.13%
70
Outperform
Western Digital1.04%$12.61M$114.55B868.97%
77
Outperform
Corning1.04%$12.61M$145.86B307.29%
74
Outperform
Micron1.04%$12.59M$475.35B501.73%
79
Outperform
Teradyne1.02%$12.40M$57.02B403.82%
71
Outperform
Vertiv Holdings0.96%$11.59M$110.05B324.69%
77
Outperform
MKS0.95%$11.56M$17.72B309.79%
75
Outperform

FTC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
159.86
Positive
100DMA
160.32
Positive
200DMA
158.72
Positive
Market Momentum
MACD
0.02
Negative
RSI
61.38
Neutral
STOCH
92.90
Negative
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 156.21, equal to the 50-day MA of 159.86, and equal to the 200-day MA of 158.72, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 61.38 is Neutral, neither overbought nor oversold. The STOCH value of 92.90 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FTC.

FTC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.21B0.58%
72
Outperform
$8.61B0.44%
72
Outperform
$4.77B0.18%
75
Outperform
$2.37B0.26%
73
Outperform
$2.12B0.49%
74
Outperform
$2.05B0.28%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FTC
First Trust Large Cap Growth AlphaDEX Fund
163.66
37.90
30.14%
JGRO
JPMorgan Active Growth ETF
FELG
Fidelity Enhanced Large Cap Growth ETF
NULG
Nuveen ESG Large-Cap Growth ETF
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
QGRW
WisdomTree U.S. Quality Growth Fund
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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