evenfolio
First TrustTechnologyFXL · NYSE Arca

First Trust Technology AlphaDEX Fund (FXL)

Price
$215.55
11 Sept 2026
Assets
$2.8B
Total net assets
Expense ratio
0.60%
Category 0.90%
Yield
0.00%
Trailing distributions
3Y CAGR
23.2%-3.4%
Category 26.7%
5Y CAGR
11.3%+0.1%
Category 11.2%
Loading NAV history…
First Trust Technology AlphaDEX Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.5%+1.7%+34.6%+28.1%+29.1%+23.2%+11.3%+20.2%+13.4%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference+1.0%+3.1%+4.9%+0.6%-3.1%-3.4%+0.1%+0.6%-1.7%

Holdings

The 10 largest positions make up 19.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
CTSHCognizant Technology Solutions Corp Class A2.55%
EPAMEPAM Systems Inc2.28%
PTCPTC Inc2.10%
LDOSLeidos Holdings Inc2.09%
DOXAmdocs Ltd1.91%
ADBEAdobe Inc1.75%
ZMZoom Communications Inc1.72%
RNGRingCentral Inc Class A1.64%
DELLDell Technologies Inc Ordinary Shares - Class C1.62%
PATHUiPath Inc Class A1.58%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.3
P/B
4.8
P/S
2.2
P/CF
17.6

Sector allocation

Share of the equity the fund holds.

90.0%Technology5 sectors
  1. Technology90.0%
  2. Industrials4.3%
  3. Communication services2.8%
  4. Financial services1.9%
  5. Consumer discretionary1.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
First Trust
Category
Equity · Technology
Ticker
FXL
Exchange
NYSE Arca
Inception
8 May 2007 (19.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 0.90%)
Holdings turnover
104% (category 58%)
Distribution yield
0.00%
Beta, 3 years
1.44
Total net assets
$2.8B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other technology ETFs

Other ETFs in the Technology category.

Search

Search funds, pages and tools