Symbols

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund·NYSE

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Key Stats

Assets Under Management

792.66MUSD

Fund Flows (1Y)

Dividend Yield

0.63%

Discount/Premium to NAV

Shares Outstanding

Expense Ratio

0.60%

About First Trust Industrials/Producer Durables AlphaDEX Fund

Issuer

First Trust Advisors L.P.

Brand

First Trust

Home Page

http://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=Fxr

Inception Date

May 8, 2007

Structure

Open-Ended Fund

Index Tracked

StrataQuant Industrials Index

Management Style

Passive

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

First Trust Advisors LP

Distributor

First Trust Portfolios LP

FXR uses a quant-based model to select industrial stocks it believes will outperform the broad industrials sector. The fund's tiered equal-weighting scheme tilts the fund toward mid-cap companies. Aside from considerably less exposure to some of the segment giants, FXR also has pronounced sector bets. Overall, the fund offers a "smart beta” approach to the US industrials space, instead of providing market-like exposure. The index is reconstituted and rebalanced on a quarterly basis.