Titelia

Holdings of First Trust Consumer Discretionary AlphaDEX Fund

First Trust Exchange-Traded AlphaDEX Fund · 118 declared positions · as of Apr 30, 2026

Original filing · Net assets 264.9M $ · Ten largest lines: 15.7 % of the equity sleeve

Sector breakdown

  • Consumer discretionary 23.9 %
  • Industrials 5.5 %
  • Communication 3.7 %
  • Consumer staples 3.3 %
  • Health care 0.8 %
  • Technology 0.6 %
  • Unattributed 62.2 %

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 96.5 %
  • KY 1.2 %
  • BM 1.2 %
  • JE 1.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US114255.3M $96.50 %
KY23.1M $1.18 %
BM13.1M $1.18 %
JE13M $1.14 %

Positions

CompanySharesValueWeight
PVH Corp 52,1994.8M $1.80 %
Harley-Davidson Inc 180,0914.3M $1.62 %
Sirius XM Holdings Inc 157,7754.3M $1.60 %
Lithia Motors Inc 14,5824.2M $1.60 %
Penske Automotive Group Inc 24,3544.2M $1.58 %
DR Horton Inc 26,5384.1M $1.54 %
Versant Media Group Inc 98,3644M $1.49 %
Macy's Inc 201,2963.9M $1.49 %
Walt Disney Co/The 37,7823.9M $1.48 %
LKQ Corp 123,9853.9M $1.48 %
Lyft Inc 273,7933.9M $1.46 %
Boyd Gaming Corp 44,3103.9M $1.45 %
Gentex Corp 166,6563.9M $1.45 %
Lear Corp 30,0753.8M $1.44 %
Toll Brothers Inc 26,6833.8M $1.43 %
PulteGroup Inc 30,9633.8M $1.43 %
Lennar Corp 41,9323.8M $1.43 %
Mattel Inc 250,6163.8M $1.43 %
Delta Air Lines Inc 54,7753.7M $1.41 %
Gap Inc/The 150,4743.7M $1.40 %
Thor Industries Inc 45,5813.6M $1.36 %
Burlington Stores Inc 11,1913.6M $1.35 %
Murphy USA Inc 5,6513.3M $1.25 %
Lululemon Athletica Inc 23,7853.3M $1.24 %
Viking Holdings Ltd 37,9933.1M $1.17 %
Columbia Sportswear Co 50,9353.1M $1.17 %
Restaurant Brands International Inc 37,7783M $1.15 %
Fox Corp 47,8043M $1.15 %
Birkenstock Holding Plc 77,9173M $1.14 %
YETI Holdings Inc 76,2993M $1.14 %
Target Corp 23,0343M $1.13 %
U-Haul Holding Co 62,4983M $1.13 %
Alaska Air Group Inc 75,9053M $1.12 %
Walmart Inc 22,4633M $1.12 %
Ross Stores Inc 12,8882.9M $1.11 %
Ralph Lauren Corp 8,1162.9M $1.10 %
Whirlpool Corp 51,7772.9M $1.10 %
General Motors Co 37,4742.9M $1.09 %
Tapestry Inc 19,7842.9M $1.08 %
Carnival Corp 107,8742.9M $1.08 %
Costco Wholesale Corp 2,8012.8M $1.07 %
Dillard's Inc 4,8802.8M $1.05 %
United Airlines Holdings Inc 30,3232.7M $1.03 %
Avis Budget Group Inc 14,9802.7M $1.02 %
NVR Inc 4242.7M $1.01 %
CarMax Inc 67,1422.6M $1.00 %
Best Buy Co Inc 43,4862.6M $0.99 %
Travel + Leisure Co 40,3502.6M $0.98 %
Cava Group Inc 27,0072.5M $0.95 %
Dick's Sporting Goods Inc 11,0182.5M $0.94 %
Marriott International Inc/MD 6,6802.4M $0.91 %
SharkNinja Inc 20,6312.4M $0.90 %
AutoNation Inc 11,1892.4M $0.90 %
Expedia Group Inc 9,4632.4M $0.89 %
Hilton Worldwide Holdings Inc 7,1852.3M $0.88 %
Caesars Entertainment Inc 82,6662.3M $0.87 %
Bath & Body Works Inc 117,0262.3M $0.86 %
Live Nation Entertainment Inc 14,3262.3M $0.85 %
Ulta Beauty Inc 4,1802.2M $0.85 %
Darden Restaurants Inc 11,1452.2M $0.84 %
Southwest Airlines Co 58,1552.2M $0.83 %
H&R Block Inc 68,8362.2M $0.82 %
Copart Inc 65,8092.2M $0.82 %
Grand Canyon Education Inc 12,8502.2M $0.82 %
TJX Cos Inc/The 13,6822.1M $0.81 %
Dollar General Corp 18,4022.1M $0.81 %
BJ's Wholesale Club Holdings Inc 22,2002.1M $0.79 %
Floor & Decor Holdings Inc 43,0092.1M $0.79 %
SiteOne Landscape Supply Inc 16,4142.1M $0.78 %
Dollar Tree Inc 19,9511.9M $0.73 %
Amazon.com Inc 6,7021.8M $0.67 %
Carvana Co 4,4401.8M $0.66 %
Aptiv PLC 28,0131.7M $0.64 %
Starbucks Corp 15,5801.6M $0.62 %
Nexstar Media Group Inc 7,7191.6M $0.61 %
Churchill Downs Inc 15,5391.6M $0.59 %
GameStop Corp 60,5851.5M $0.57 %
Garmin Ltd 6,0171.5M $0.57 %
News Corp 55,9921.5M $0.56 %
Pool Corp 6,9001.5M $0.56 %
BorgWarner Inc 25,7261.5M $0.55 %
Yum! Brands Inc 8,9781.4M $0.54 %
Somnigroup International Inc 18,8841.4M $0.54 %
Deckers Outdoor Corp 13,9461.4M $0.54 %
Las Vegas Sands Corp 25,9081.4M $0.53 %
Williams-Sonoma Inc 7,6561.4M $0.52 %
Bright Horizons Family Solutions Inc 16,9971.4M $0.52 %
Valvoline Inc 41,4461.4M $0.52 %
Texas Roadhouse Inc 8,4531.4M $0.51 %
Norwegian Cruise Line Holdings Ltd 74,6471.4M $0.51 %
Royal Caribbean Cruises Ltd 5,0731.3M $0.51 %
Choice Hotels International Inc 13,4871.3M $0.50 %
Ollie's Bargain Outlet Holdings Inc 15,1661.3M $0.50 %
Wayfair Inc 18,5601.2M $0.45 %
eBay Inc 7,668793.5K $0.30 %
Dutch Bros Inc 13,777792.3K $0.30 %
Aramark 17,216786.6K $0.30 %
VF Corp 41,079777.6K $0.29 %
Airbnb Inc 5,527775.8K $0.29 %
AutoZone Inc 206763K $0.29 %