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First Trust Financials AlphaDEX Fund (FXO)

Financial | Exchange Traded Fund | NYSEArca
66.29 USD +0.04 (0.058%) ⇧ (Aug. 28, 2026, 3:59 p.m. EDT)
After hours: 66.29

Short-term:★★★☆☆Long-term:★★★★☆Dividends:★★⯪☆☆
Hot Take | Aug. 22, 2026, 5:20 a.m. EDT

The long-term investment case is compelling, driven by a robust multi-year trajectory where the asset has gained 144% over nine years with no recent consecutive annual declines. The business quality appears sound, evidenced by a trailing P/E of roughly 10.8x and a history of positive year-over-year growth in the most recent periods. However, the short-term outlook is muted; despite being above key moving averages, the price has been range-bound recently, and the statistical forecast offers only a modest 2.26% upside with moderate confidence. The dividend yield of nearly 2% provides income but lacks the magnitude to be considered a high-yield defensive play, likely reflecting the growth-oriented nature of the underlying financial sector exposure.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.064013
AutoETS0.073080
MSTL0.073520
AutoARIMA0.096116

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 65%
H-stat 13.03
Ljung-Box p 0.000
Jarque-Bera p 0.307
Excess Kurtosis -0.81
Attribute Value
Trailing P/E 10.93

As of Aug. 22, 2026, 5:20 a.m. EDT: Speculator positioning is sparse and non-directional. Call open interest is concentrated at a distant out-of-the-money strike ($72), suggesting limited near-term bullish aggression, while put activity is entirely absent. Implied volatility remains low (~33%), indicating a lack of fear or significant event-driven hedging.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.39% 2.23% 2.36% 2.45%
Dividend History
Date Dividend Yield %
2026-06-25 0.242 0.392921
2026-03-26 0.471 0.844692
2025-12-12 0.357 0.585438
2025-09-25 0.238 0.402571
2025-06-26 0.226 0.408016
2025-03-27 0.253 0.472015
2024-12-13 0.351 0.626786
2024-09-26 0.278 0.546384
2024-06-27 0.277 0.604144
2024-03-21 0.159 0.338947
2023-12-22 0.380 0.883721
2023-09-22 0.370 0.975481
2023-06-27 0.331 0.890982
2023-03-24 0.210 0.591050
2022-12-23 0.370 0.903541
2022-09-23 0.308 0.811808
2022-06-24 0.179 0.448622
2022-03-25 0.164 0.352234
2021-12-23 0.300 0.653310
2021-09-23 0.227 0.509998
2021-06-24 0.193 0.442762
2021-03-25 0.163 0.394005
2020-12-24 0.214 0.629968
2020-09-24 0.263 1.081414
2020-06-25 0.216 0.841121
2020-03-26 0.197 0.886988
2019-12-13 0.240 0.722239
2019-09-25 0.179 0.559026
2019-06-14 0.100 0.319489
2019-03-21 0.058 0.191104
2018-12-18 0.299 1.098861
2018-09-14 0.133 0.408351
2018-06-21 0.172 0.537332
2018-03-22 0.099 0.318841
2017-12-21 0.223 0.712688
2017-09-21 0.084 0.288165
2017-06-22 0.111 0.393199
2017-03-23 0.090 0.328827
2016-12-21 0.145 0.532697
2016-09-21 0.091 0.374948
2016-06-22 0.096 0.416486
2016-03-23 0.033 0.147783
2015-12-23 0.155 0.664096
2015-09-23 0.088 0.388178
2015-06-24 0.072 0.296296
2015-03-25 0.035 0.149509
2014-12-23 0.118 0.502770
2014-09-23 0.079 0.359745
2014-06-24 0.096 0.433409
2014-03-25 0.064 0.293848
2013-12-18 0.096 0.449859
2013-09-20 0.057 0.286865
2013-06-21 0.057 0.310458
2013-03-21 0.054 0.302352
2012-12-21 0.212 1.348600
2012-06-21 0.082 0.578687
2011-12-21 0.119 0.911877
2011-06-21 0.209 1.447368
2010-12-21 0.116 0.796703
2010-06-22 0.069 0.541601
2009-12-22 0.040 0.321543
2009-06-23 0.092 1.014333
2008-12-23 0.079 0.878754
2008-06-23 0.143 1.133122
2007-12-21 0.208 1.325685
Additional Data
dividendYield 1.99

Info Dump

Attribute Value
All Time High 67.38
All Time Low 5.53
Ask 66.36
Ask Size 100
Average Daily Volume10 Day 44,440
Average Daily Volume3 Month 48,765
Average Volume 48,765
Average Volume10Days 44,440
Beta3 Year 0.88
Bid 66.34
Bid Size 100
Category Financial
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 66.63
Day Low 66.25
Dividend Yield 1.99
Eps Trailing Twelve Months 6.066233
Esg Populated 0
Exchange PCX
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 64.934
Fifty Day Average Change 1.3560028
Fifty Day Average Change Percent 0.020882787
Fifty Two Week Change Percent 12.260795
Fifty Two Week High 67.38
Fifty Two Week High Change -1.0899963
Fifty Two Week High Change Percent -0.016176853
Fifty Two Week Low 54.4
Fifty Two Week Low Change 11.889999
Fifty Two Week Low Change Percent 0.21856616
Fifty Two Week Range 54.4 - 67.38
First Trade Date Milliseconds 1,178,803,800,000
Five Year Average Return 0.102021
Full Exchange Name NYSEArca
Fullday Change 0.0382004
Fullday Change Percent 0.0576594
Fullday Price 66.29
Fund Family First Trust
Fund Inception Date 1,178,582,400
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund will invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the financial services sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.
Long Name First Trust Financials AlphaDEX Fund
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_34336496
Nav Price 66.26
Net Assets 1,128,648,320.0
Net Expense Ratio 0.6
Open 66.39
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 66.29
Post Market Time 1,787,959,805
Previous Close 66.2518
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change 0.0382004
Regular Market Change Percent 0.0576594
Regular Market Day High 66.63
Regular Market Day Low 66.25
Regular Market Day Range 66.25 - 66.63
Regular Market Open 66.39
Regular Market Previous Close 66.2518
Regular Market Price 66.29
Regular Market Time 1,787,947,189
Regular Market Volume 37,424
Short Name First Trust Financials AlphaDEX
Source Interval 15
Symbol FXO
Three Year Average Return 0.2262303
Total Assets 1,128,648,320
Tradeable 0
Trailing P E 10.927704
Trailing Peg Ratio None
Trailing Three Month Nav Returns 10.07704
Trailing Three Month Returns 10.07704
Triggerable 1
Two Hundred Day Average 60.75465
Two Hundred Day Average Change 5.535351
Two Hundred Day Average Change Percent 0.09110991
Type Disp ETF
Volume 37,424
Yield 0.0199
Ytd Return 10.39953