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First TrustIndustrialsFXR · NYSE Arca

First Trust Industrials/Producer Durables AlphaDEX Fund (FXR)

Price
$85.04
11 Sept 2026
Assets
$727.7M
Total net assets
Expense ratio
0.60%
Category 0.64%
Yield
0.67%
Trailing distributions
3Y CAGR
13.8%-4.8%
Category 18.6%
5Y CAGR
8.1%-3.3%
Category 11.4%
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First Trust Industrials/Producer Durables 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-6.9%-3.0%+4.6%+6.8%+7.2%+13.8%+8.1%+12.4%+8.7%
Industrials average-7.8%-5.9%3.2%9.6%14.1%18.6%11.4%12.8%7.1%
Difference+0.9%+2.9%+1.4%-2.8%-6.9%-4.8%-3.3%-0.4%+1.5%

Holdings

The 10 largest positions make up 13.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ACNAccenture PLC Class A1.74%
GGenpact Ltd1.58%
PYPLPayPal Holdings Inc1.39%
EXLSExlService Holdings Inc1.35%
ADTADT Inc1.30%
VNTVontier Corp Ordinary Shares1.27%
FISVFiserv Inc1.24%
GPKGraphic Packaging Holding Co1.21%
MHKMohawk Industries Inc1.21%
FISFidelity National Information Services Inc1.20%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.1
P/B
3.3
P/S
1.6
P/CF
12.7

Sector allocation

Share of the equity the fund holds.

63.5%Industrials6 sectors
  1. Industrials63.5%
  2. Technology16.4%
  3. Consumer discretionary9.4%
  4. Financial services5.5%
  5. Materials4.2%
  6. Health care1.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
First Trust
Category
Equity · Industrials
Ticker
FXR
Exchange
NYSE Arca
Inception
8 May 2007 (19.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 0.64%)
Holdings turnover
76% (category 37%)
Distribution yield
0.67%
Beta, 3 years
1.16
Total net assets
$727.7M

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

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