FAB

First Trust Multi Cap Value AlphaDEX FundFirst Trust
$93.40-0.67 (-0.71%)Close
AUM$131.7M
Expense Ratio0.66%
NAV$94.10
Holdings675
InceptionMay 8, 2007

Price Chart

Key Statistics

Previous Close

$94.07

Day Range

$93.40$93.84

52-Week Range

$68.87$98.65

Avg Volume

5.0K

Dividend Yield

1.47%

Expense Ratio

0.66%

AUM

$131.7M

Shares Outstanding

1.4M

Sector Breakdown

SectorWeight %
Financial Services19.72%
Energy14.45%
Consumer Cyclical13.33%
Industrials10.71%
Utilities9.67%
Healthcare7.47%
Consumer Defensive6.36%
Technology5.84%
Basic Materials5.01%
Real Estate4.32%
Communication Services3.12%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States95.99%
Bermuda1.80%
Ireland1.01%
Switzerland0.78%
Puerto Rico0.20%
Other0.15%
Netherlands0.08%

Fund Information

Subcategory
Value
Inception Date
May 8, 2007
Exchange
NASDAQ
Description
The First Trust Multi Cap Value AlphaDEX Fund is an exchange-traded fund. The investment objective of the Fund is to seek investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the Nasdaq AlphaDEX Multi Cap Value Index.

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The First Trust Multi Cap Value AlphaDEX Fund (FAB) is an exchange-traded fund issued by First Trust that launched on May 8, 2007. It currently manages $131.7M in assets under management. The fund charges an expense ratio of 0.66%. The fund holds 675 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 5.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1CFCF Industries Holdings, Inc.0.61%7,283$801K
2OXYOccidental Petroleum Corporation0.55%13,698$728K
3SLBSLB Ltd.0.54%14,676$706K
4VZVerizon Communications Inc.0.53%13,830$701K
5TGTTarget Corporation0.53%5,763$696K
6XOMExxon Mobil Corporation0.53%4,680$693K
7CVXChevron Corporation0.52%3,696$689K
8COPConocoPhillips0.52%6,017$687K
9EOGEOG Resources, Inc.0.52%5,364$686K
10DVNDevon Energy Corporation0.51%15,377$672K
11FANGDiamondback Energy, Inc.0.51%3,747$668K
12EIXEdison International0.51%9,385$667K
13DOWDow Inc.0.50%19,274$653K
14CTRACoterra Energy Inc.0.49%21,401$651K
15EQTEQT Corporation0.49%10,509$650K
Page 1 of 14

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.71%
1W
-4.21%
1M
-4.98%
3M
+2.96%
6M
+6.73%
YTD
+3.62%
1Y
+19.25%
3Y
+38.82%
5Y
+32.09%

Moving Averages

20-Day MA

$97.11

Below 20-Day MA
50-Day MA

$94.19

Below 50-Day MA
200-Day MA

$86.90

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$98.65

Current Price

$93.40

52-Week Low

$68.87

$68.87$98.65

Current Yield

1.47%

Annual Dividend

$1.3967

Frequency

4x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.5149Dec 31, 2025
Sep 25, 2025$0.3783Sep 30, 2025
Jun 26, 2025$0.3085Jun 30, 2025
Mar 27, 2025$0.1950Mar 31, 2025
Dec 13, 2024$0.5770Dec 31, 2024
Sep 26, 2024$0.4468Sep 30, 2024
Jun 27, 2024$0.3815Jun 28, 2024
Mar 21, 2024$0.2430Mar 28, 2024
Dec 22, 2023$0.5367Dec 29, 2023
Sep 22, 2023$0.3758Sep 29, 2023
Jun 27, 2023$0.3327Jun 30, 2023
Mar 24, 2023$0.2688Mar 31, 2023
Dec 23, 2022$0.4778Dec 30, 2022
Sep 23, 2022$0.3105Sep 30, 2022
Jun 24, 2022$0.2425Jun 30, 2022
Mar 25, 2022$0.2096Mar 31, 2022
Dec 23, 2021$0.3925Dec 31, 2021
Sep 23, 2021$0.2899Sep 30, 2021
Jun 24, 2021$0.1929Jun 30, 2021
Mar 25, 2021$0.1182Mar 31, 2021

Dividend Payments Over Time

Category Comparison

MetricFABFinancial Services(780 ETFs)Value(221 ETFs)
Fund Info
Expense Ratio0.66%0.67%0.63%
AUM$131.7M$3.06B$2.86B
Dividend Yield1.47%4.52%2.75%
Avg Volume5.0K1.4M861.1K
Holdings675277351
Performance
1-Month Return-3.78%-2.97%
6-Month Return+7.84%+3.45%+4.92%
YTD Return+5.51%+1.56%+1.86%
1-Year Return+18.12%+16.03%+14.99%

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