FYX

FIRST TRUST SMALL CAP CORE ALPHADEX FUND

Stock NASDAQ – Stock Market Prices, News & Analysis

First Trust Small Cap Core AlphaDex Fund is an investment fund that uses an enhanced indexing approach to select small-cap stocks based on various quantitative criteria.

$ 131.82
0.22 %

FIRST TRUST SMALL CAP CORE ALPHADEX FUND

$ 131.82
0.22 %
FYX

First Trust Small Cap Core AlphaDex Fund is an investment fund that uses an enhanced indexing approach to select small-cap stocks based on various quantitative criteria.

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

Performance & Momentum

6 Months 20.21 %
1 Year 51.66 %
3 Years 73.64 %
5 Years 51.62 %

Strategic Analysis

FIRST TRUST SMALL CAP CORE ALPHADEX FUND • 2026

First Trust Small Cap Core AlphaDex Fund uses a sophisticated quantitative approach to select U.S. small-cap stocks, combining methodological rigor with targeted diversification. Its active indexed management aims to outperform traditional benchmarks while limiting individual biases through a disciplined selection process based on specific alpha criteria.

Strengths
  • Enhanced indexing method offering rigorous, diversified stock selection
  • Focus on small caps, a segment with strong growth potential
  • Quantitative approach reducing risks associated with subjective decision-making
Weaknesses
  • High sensitivity to small-cap fluctuations, which are more volatile
  • Dependence on quantitative criteria that may underperform in the event of structural market shifts
Momentum

Momentum is solid, supported by consistently positive performance across multiple time horizons, reflecting favorable dynamics in the small-cap segment. This trend supports maintaining an invested position while remaining alert to the reversals inherent in this type of focused fund.

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