FYT

FIRST TRUST SMALL CAP VALUE ALPHADEX FUND

Stock NASDAQ – Stock Market Prices, News & Analysis

FIRST TRUST SMALL CAP VALUE ALPHADEX FUND is a U.S. index fund investing in small-cap value stocks using a quantitative methodology.

$ 66.58
0.44 %

FIRST TRUST SMALL CAP VALUE ALPHADEX FUND

$ 66.58
0.44 %
FYT

FIRST TRUST SMALL CAP VALUE ALPHADEX FUND is a U.S. index fund investing in small-cap value stocks using a quantitative methodology.

Price history of FIRST TRUST SMALL CAP VALUE ALPHADEX FUND
Price history of FIRST TRUST SMALL CAP VALUE ALPHADEX FUND

Performance & Momentum

6 Months 19.42 %
1 Year 43.58 %
3 Years 54.85 %
5 Years 38.78 %

Strategic Analysis

FIRST TRUST SMALL CAP VALUE ALPHADEX FUND • 2026

FIRST TRUST SMALL CAP VALUE ALPHADex FUND is a US small-cap index fund with a value-oriented approach, based on a rigorous quantitative methodology. Its focus on a market segment that is often less covered allows it to exploit inefficiencies and offers attractive upside potential for investors seeking targeted exposure to the US small-cap value market.

Strengths
  • Disciplined quantitative approach reducing emotional bias in stock selection
  • Focus on small-cap value stocks, a segment that is often potentially undervalued
  • Built-in ETF diversification, providing accessible and flexible exposure
Weaknesses
  • Greater vulnerability to unfavorable economic cycles affecting small caps
  • Limited exposure to the value segment, which may underperform during rotations into growth stocks
Momentum

The fund has displayed positive momentum across multiple time frames, suggesting consistent performance and solid resilience in a market environment favorable to small-cap stocks. This trend supports the relevance of its positioning and may encourage maintaining or increasing the position in the medium term.

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