Titelia

Holdings of First Trust Large Cap Growth AlphaDEX Fund

First Trust Exchange-Traded AlphaDEX Fund ·187 declared positions · as of Apr 30, 2026

Original filing · Net assets 1.3B $ · Ten largest lines: 11.9 % of the equity sleeve

Sector breakdown

  • Technology 24.2 %
  • Industrials 24.2 %
  • Consumer discretionary 9.1 %
  • Health care 8.0 %
  • Financials 7.9 %
  • Materials 5.1 %
  • Real estate 2.2 %
  • Utilities 1.7 %
  • Consumer staples 1.7 %
  • Communication 0.9 %
  • Energy 0.5 %
  • Unattributed 14.5 %

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

  • US 99.3 %
  • IE 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1861.3B $99.29 %
2IE19M $0.71 %

Positions

RankCompanySharesValueWeight
1Sandisk Corp/DE 15,88817.4M $1.37 %
2Seagate Technology Holdings PLC 25,76517.4M $1.37 %
3Bloom Energy Corp 59,60016.9M $1.33 %
4Western Digital Corp 37,31716.2M $1.28 %
5Micron Technology Inc 29,87715.5M $1.22 %
6Advanced Micro Devices Inc 39,69414.1M $1.11 %
7Ciena Corp 25,99913.7M $1.08 %
8Comfort Systems USA Inc 7,32013.5M $1.06 %
9Marvell Technology Inc 81,52513.5M $1.06 %
10Quanta Services Inc 18,38513.4M $1.05 %
11Vertiv Holdings Co 40,28213.2M $1.04 %
12Lumentum Holdings Inc 14,36313M $1.02 %
13Dell Technologies Inc 61,49912.9M $1.01 %
14MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 45,45312.8M $1.01 %
15Caterpillar Inc 14,24712.7M $1.00 %
16GE Vernova Inc 11,56412.5M $0.99 %
17Keysight Technologies Inc 35,74712.5M $0.99 %
18MKS Inc 43,92312.5M $0.98 %
19MasTec Inc 31,37312.4M $0.97 %
20Corning Inc 74,23612.2M $0.96 %
21EMCOR Group Inc 13,67112.2M $0.96 %
22Monolithic Power Systems Inc 7,38611.9M $0.94 %
23Teradyne Inc 34,04811.7M $0.92 %
24XPO Inc 51,88311.4M $0.90 %
25API Group Corp 249,10811.4M $0.90 %
26Coherent Corp 33,89910.8M $0.85 %
27ATI Inc 69,39310.8M $0.85 %
28BWX Technologies Inc 49,36110.7M $0.84 %
29Curtiss-Wright Corp 14,82010.7M $0.84 %
30EchoStar Corp 86,22110.6M $0.84 %
31Ross Stores Inc 46,59510.6M $0.84 %
32QXO Inc 519,76710.4M $0.82 %
33Tapestry Inc 71,53210.4M $0.82 %
34Rocket Lab Corp 125,74110.4M $0.82 %
35Newmont Corp 93,24610.4M $0.82 %
36FTAI Aviation Ltd 41,19910.3M $0.81 %
37Woodward Inc 28,20110.2M $0.81 %
38Analog Devices Inc 25,38210.2M $0.80 %
39Cummins Inc 15,00910.1M $0.79 %
40Nextpower Inc 83,73210M $0.79 %
41Burlington Stores Inc 31,0229.9M $0.78 %
42Hecla Mining Co 541,8079.8M $0.77 %
43Lam Research Corp 37,7949.7M $0.77 %
44Huntington Ingalls Industries, Inc. 26,5709.7M $0.76 %
45Interactive Brokers Group Inc 120,3989.6M $0.75 %
46Amphenol Corp 63,9119.4M $0.74 %
47Morgan Stanley 49,0689.4M $0.74 %
48Applied Materials Inc 23,6269.3M $0.73 %
49Boeing Co/The 40,5739.3M $0.73 %
50HCA Healthcare Inc 21,3299.3M $0.73 %
51eBay Inc 88,7189.2M $0.72 %
52Johnson Controls International plc 61,6669M $0.71 %
53AST SpaceMobile Inc 121,8049M $0.71 %
54Marriott International Inc/MD 24,6908.9M $0.70 %
55RBC Bearings Inc 14,8688.9M $0.70 %
56CH Robinson Worldwide Inc 48,6258.8M $0.70 %
57Carpenter Technology Corp 20,4878.8M $0.69 %
58Westinghouse Air Brake Technologies Corp 32,3128.7M $0.69 %
59Cboe Global Markets Inc 28,7308.6M $0.68 %
60Hilton Worldwide Holdings Inc 26,5568.6M $0.68 %
61NRG Energy Inc 55,2568.6M $0.68 %
62Walmart Inc 64,9758.6M $0.68 %
63CoreWeave Inc 76,1198.5M $0.67 %
64Las Vegas Sands Corp 149,8728.2M $0.65 %
65TE Connectivity PLC 38,6338.2M $0.64 %
66Incyte Corp 85,7968.2M $0.64 %
67Freeport-McMoRan Inc 137,3787.9M $0.63 %
68Alphabet Inc 20,5077.9M $0.62 %
69United Therapeutics Corp 13,6187.8M $0.61 %
70Johnson & Johnson 33,0367.6M $0.60 %
71Tenet Healthcare Corp 42,7917.6M $0.60 %
72L3Harris Technologies Inc 23,3957.5M $0.59 %
73Carvana Co 18,7577.4M $0.59 %
74Cardinal Health, Inc. 38,2147.4M $0.58 %
75RTX Corp 41,8617.4M $0.58 %
76Merck & Co Inc 67,1307.3M $0.58 %
77Eaton Corp PLC 16,4877.1M $0.56 %
78Northern Trust Corp 42,2517M $0.55 %
79KLA Corp 4,0057M $0.55 %
80Trane Technologies PLC 14,1507M $0.55 %
81Cisco Systems, Inc. 76,0017M $0.55 %
82TALEN ENERGY CORP 18,4726.9M $0.54 %
83Northrop Grumman Corp 11,8366.9M $0.54 %
84NVIDIA Corp 33,8136.7M $0.53 %
85ITT Inc 30,9506.6M $0.52 %
86F5 Inc 20,3826.6M $0.52 %
87Welltower Inc 29,8276.5M $0.51 %
88Goldman Sachs Group Inc/The 6,9706.4M $0.51 %
89Nordson Corp 22,1646.4M $0.50 %
90Garmin Ltd 25,4176.4M $0.50 %
91Ventas Inc 72,1086.3M $0.50 %
92Howmet Aerospace Inc 25,5886.2M $0.49 %
93NextEra Energy Inc 63,4906.2M $0.49 %
94Williams Cos Inc/The 81,0246.2M $0.49 %
95Cincinnati Financial Corp 37,4776.1M $0.48 %
96Hubbell Inc 12,0166.1M $0.48 %
97Natera Inc 29,4866.1M $0.48 %
98Illumina Inc 47,8426.1M $0.48 %
99Ulta Beauty Inc 11,2816.1M $0.48 %
100Somnigroup International Inc 79,7756.1M $0.48 %