Titelia

Holdings of First Trust Large Cap Core AlphaDEX Fund

ISIN US33734K1097

First Trust Exchange-Traded AlphaDEX Fund · Original filing · Compare with another fund · Report an error

Net assets
1.5B $ including 1.5B $ in equities, 99.9 %
Positions
375 in 4 countries
Top ten
6.3 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Bloom Energy Corp 45,33512.8M $0.86 %
2Sandisk Corp/DE 9,66810.6M $0.71 %
3Seagate Technology Holdings PLC 15,68010.6M $0.71 %
4Western Digital Corp 22,7099.9M $0.66 %
5Micron Technology Inc 18,1819.4M $0.63 %
6Advanced Micro Devices Inc 24,1568.6M $0.57 %
7Ciena Corp 15,8228.3M $0.56 %
8Comfort Systems USA Inc 4,4558.2M $0.55 %
9Marvell Technology Inc 49,6128.2M $0.55 %
10Quanta Services Inc 11,1888.1M $0.54 %
11Vertiv Holdings Co 24,5138.1M $0.54 %
12Elevance Health Inc 20,9837.9M $0.53 %
13Lumentum Holdings Inc 8,7407.9M $0.53 %
14Dell Technologies Inc 37,4257.8M $0.52 %
15MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 27,6607.8M $0.52 %
16GE Vernova Inc 7,0377.6M $0.51 %
17Keysight Technologies Inc 21,7537.6M $0.51 %
18MKS Inc 26,7297.6M $0.51 %
19MasTec Inc 19,0927.5M $0.50 %
20Corning Inc 45,1757.4M $0.50 %
21EMCOR Group Inc 8,3207.4M $0.50 %
22Super Micro Computer Inc 269,7637.4M $0.49 %
23Monolithic Power Systems Inc 4,4947.3M $0.49 %
24Teradyne Inc 20,7207.1M $0.48 %
25T Rowe Price Group Inc 68,1447M $0.47 %
26API Group Corp 151,5916.9M $0.46 %
27Fiserv Inc 110,0816.9M $0.46 %
28DR Horton Inc 44,7646.9M $0.46 %
29Synchrony Financial 90,3036.9M $0.46 %
30PayPal Holdings Inc 135,8056.8M $0.46 %
31Equity Residential 103,8466.8M $0.45 %
32Humana Inc 28,3406.7M $0.45 %
33Cigna Group/The 23,0276.7M $0.45 %
34Annaly Capital Management Inc 290,4256.7M $0.44 %
35Walt Disney Co/The 63,7326.6M $0.44 %
36Coherent Corp 20,6296.6M $0.44 %
37Global Payments Inc 91,2706.6M $0.44 %
38VICI Properties Inc 224,8356.6M $0.44 %
39ATI Inc 42,2286.6M $0.44 %
40Nucor Corp 29,0596.5M $0.44 %
41Ross Stores Inc 28,3546.5M $0.43 %
42Allstate Corp/The 29,6266.4M $0.43 %
43Travelers Cos Inc/The 21,0586.4M $0.43 %
44PulteGroup Inc 52,2286.4M $0.43 %
45Lennar Corp 70,7346.4M $0.43 %
46Tapestry Inc 43,5296.3M $0.42 %
47Newmont Corp 56,7446.3M $0.42 %
48Delta Air Lines Inc 92,3966.3M $0.42 %
49Deckers Outdoor Corp 61,3696.3M $0.42 %
50Devon Energy Corp 122,0696.3M $0.42 %
51Eversource Energy 88,6616.3M $0.42 %
52FTAI Aviation Ltd 25,0726.3M $0.42 %
53Sun Communities Inc 48,7666.2M $0.42 %
54Woodward Inc 17,1616.2M $0.42 %
55Hartford Insurance Group Inc/The 45,4236.2M $0.42 %
56Analog Devices Inc 15,4466.2M $0.42 %
57McCormick & Co Inc/MD 121,7776.2M $0.41 %
58Caterpillar Inc 6,9376.2M $0.41 %
59Cummins Inc 9,1346.1M $0.41 %
60American International Group Inc 81,6276.1M $0.41 %
61Berkshire Hathaway Inc 12,8186.1M $0.41 %
62Nextpower Inc 50,9546.1M $0.41 %
63Arch Capital Group Ltd 63,9916M $0.40 %
64Burlington Stores Inc 18,8786M $0.40 %
65Phillips 66 33,7176M $0.40 %
66United Airlines Holdings Inc 66,7156M $0.40 %
67EOG Resources Inc 42,4896M $0.40 %
68State Street Corp 38,8285.9M $0.40 %
69Huntington Ingalls Industries, Inc. 16,1685.9M $0.39 %
70NVR Inc 9325.9M $0.39 %
71Verizon Communications Inc 122,3605.9M $0.39 %
72Reliance Inc 16,1685.9M $0.39 %
73ConocoPhillips 46,5345.9M $0.39 %
74Edison International 83,9375.8M $0.39 %
75General Mills, Inc. 165,0315.8M $0.39 %
76East West Bancorp Inc 46,0285.8M $0.39 %
77PG&E Corp 349,6005.8M $0.39 %
78EQT Corp 96,5195.8M $0.39 %
79Comcast Corp 213,9505.8M $0.39 %
80Expand Energy Corp 55,9535.7M $0.38 %
81Morgan Stanley 29,8605.7M $0.38 %
82Invitation Homes Inc 197,7475.7M $0.38 %
83Markel Group Inc 3,2095.7M $0.38 %
84Applied Materials Inc 14,3775.7M $0.38 %
85HCA Healthcare Inc 12,9805.6M $0.38 %
86Cardinal Health, Inc. 29,0695.6M $0.37 %
87FedEx Corp 13,7965.6M $0.37 %
88XPO Inc 25,2595.6M $0.37 %
89AT&T Inc 211,8835.5M $0.37 %
90CRH PLC 46,7475.5M $0.37 %
91Truist Financial Corp 106,8955.5M $0.37 %
92AvalonBay Communities, Inc. 30,0825.5M $0.37 %
93Keurig Dr Pepper Inc 186,6305.5M $0.37 %
94AST SpaceMobile Inc 74,1235.5M $0.37 %
95United Parcel Service Inc 49,9495.4M $0.36 %
96Marriott International Inc/MD 15,0245.4M $0.36 %
97RBC Bearings Inc 9,0495.4M $0.36 %
98Textron Inc 56,1215.4M $0.36 %
99CH Robinson Worldwide Inc 29,5905.4M $0.36 %
100Regions Financial Corp 188,1325.4M $0.36 %

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Sector breakdown

  • Industrials 16.0 %
  • Technology 13.8 %
  • Financials 13.7 %
  • Health care 8.6 %
  • Utilities 7.4 %
  • Consumer discretionary 7.1 %
  • Energy 5.5 %
  • Materials 4.9 %
  • Consumer staples 3.5 %
  • Communication 3.1 %
  • Real estate 2.8 %
  • Unattributed 13.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.1 %
  • Bermuda 0.4 %
  • Ireland 0.3 %
  • Netherlands 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3721.5B $99.08 %
2Bermuda16M $0.40 %
3Ireland14.1M $0.27 %
4Netherlands13.7M $0.25 %
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Titelia. "Holdings of First Trust Large Cap Core AlphaDEX Fund". https://titelia.com/en/funds/S000017337