FAD

First Trust Multi Cap Growth AlphaDEX FundFirst Trust
$160.06-3.42 (-2.09%)Live
AUM$401.1M
Expense Ratio0.63%
NAV$163.71
Holdings677
InceptionMay 8, 2007

Price Chart

Key Statistics

Previous Close

$163.48

Day Range

$159.78$162.17

52-Week Range

$114.67$171.35

Avg Volume

10.6K

Dividend Yield

0.09%

Expense Ratio

0.63%

AUM

$401.1M

Shares Outstanding

2.6M

Sector Breakdown

SectorWeight %
Industrials23.52%
Technology19.08%
Healthcare15.53%
Consumer Cyclical12.19%
Financial Services12.19%
Communication Services4.29%
Real Estate3.77%
Basic Materials3.16%
Consumer Defensive2.60%
Utilities1.88%
Energy1.78%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States97.20%
Ireland1.51%
Cayman Islands0.36%
Switzerland0.24%
United Kingdom0.20%
Other0.16%
Bermuda0.12%
Netherlands0.11%
Bahamas0.07%
Puerto Rico0.02%

Fund Information

Category
Industrials
Subcategory
Growth
Inception Date
May 8, 2007
Exchange
NASDAQ
Description
The First Trust Multi Cap Growth 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 Growth Index.

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The First Trust Multi Cap Growth AlphaDEX Fund (FAD) is an exchange-traded fund issued by First Trust that launched on May 8, 2007. It currently manages $401.1M in assets under management. The fund charges an expense ratio of 0.63%. The fund holds 677 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 6.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1VRTVertiv Holdings Co (Class A)0.74%11,036$3.0M
2FIXComfort Systems USA, Inc.0.66%1,915$2.6M
3COHRCoherent Corp.0.63%9,689$2.5M
4STXSeagate Technology Holdings Plc0.62%6,495$2.5M
5MTZMasTec, Inc.0.61%8,227$2.5M
6FTAIFTAI Aviation Ltd.0.61%9,082$2.5M
7PWRQuanta Services, Inc.0.59%4,235$2.4M
8GEVGE Vernova Inc.0.57%2,736$2.3M
9WWDWoodward, Inc.0.57%5,916$2.3M
10LRCXLam Research Corporation0.56%10,445$2.2M
11CATCaterpillar Inc.0.56%3,122$2.2M
12NEMNewmont Corporation0.53%17,907$2.1M
13EMEEMCOR Group, Inc.0.53%2,924$2.1M
14TPRTapestry, Inc.0.52%13,996$2.1M
15AMGNAmgen Inc.0.51%5,461$2.1M
Page 1 of 14

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-2.09%
1W
-2.42%
1M
-3.53%
3M
+0.62%
6M
+2.69%
YTD
-0.34%
1Y
+27.36%
3Y
+74.03%
5Y
+46.32%

Moving Averages

20-Day MA

$167.25

Below 20-Day MA
50-Day MA

$167.33

Below 50-Day MA
200-Day MA

$155.80

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$171.35

Current Price

$160.06

52-Week Low

$114.67

$114.67$171.35

Current Yield

0.09%

Annual Dividend

$0.4643

Frequency

4x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.0085Dec 31, 2025
Sep 25, 2025$0.0757Sep 30, 2025
Jun 26, 2025$0.0688Jun 30, 2025
Dec 13, 2024$0.3113Dec 31, 2024
Sep 26, 2024$0.3848Sep 30, 2024
Jun 27, 2024$0.0518Jun 28, 2024
Dec 22, 2023$0.1919Dec 29, 2023
Sep 22, 2023$0.0686Sep 29, 2023
Jun 27, 2023$0.1134Jun 30, 2023
Mar 24, 2023$0.2035Mar 31, 2023
Dec 23, 2022$0.2779Dec 30, 2022
Sep 23, 2022$0.1236Sep 30, 2022
Jun 24, 2022$0.1022Jun 30, 2022
Mar 25, 2022$0.0641Mar 31, 2022
Dec 23, 2021$0.1143Dec 31, 2021
Dec 24, 2020$0.0528Dec 31, 2020
Sep 24, 2020$0.0759Sep 30, 2020
Jun 25, 2020$0.0645Jun 30, 2020
Mar 26, 2020$0.1370Mar 31, 2020
Dec 13, 2019$0.1610Dec 31, 2019

Dividend Payments Over Time

Category Comparison

MetricFADIndustrials(380 ETFs)Growth(175 ETFs)
Fund Info
Expense Ratio0.63%0.66%0.74%
AUM$401.1M$4.68B$868.1M
Dividend Yield0.09%1.84%11.43%
Avg Volume10.6K469.3K214.6K
Holdings67729363
Performance
1-Month Return-3.97%-2.47%
6-Month Return+3.99%+8.01%-1.44%
YTD Return+1.01%+4.89%-2.17%
1-Year Return+28.84%+25.79%+18.88%

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