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.

CountryLinesValueShare
US1861.3B $99.29 %
IE19M $0.71 %

Positions

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