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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
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Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
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Columbia Balanced Fund Institutional Class shares returned 0.06% for the quarter ending December 31, 2024. Click here to read the full commentary.
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FTC: AlphaDEX Strategy Does Not Work For Large-Cap Growth ETFs
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Growth stocks led equity markets in Q4 2024, particularly in the U.S., despite elevated valuations that spark sustainability concerns.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JMOM | 95.84% | $1.48B | 0.12% | |
PDP | 95.67% | $1.25B | 0.62% | |
VOT | 95.58% | $16.49B | 0.07% | |
RPG | 94.93% | $1.59B | 0.35% | |
IWP | 94.92% | $18.75B | 0.23% | |
MTUM | 94.81% | $16.87B | 0.15% | |
IMCG | 94.79% | $2.72B | 0.06% | |
QGRO | 94.46% | $1.64B | 0.29% | |
FDMO | 93.74% | $471.85M | 0.16% | |
PFUT | 93.65% | $368.29M | 0.65% | |
FNY | 93.53% | $361.85M | 0.7% | |
FMDE | 93.32% | $2.71B | 0.23% | |
LRGF | 93.04% | $2.51B | 0.08% | |
FCTR | 93.01% | $63.12M | 0.65% | |
FPX | 92.94% | $910.06M | 0.61% | |
THRO | 92.90% | $4.59B | 0.6% | |
VO | 92.88% | $81.21B | 0.04% | |
GSLC | 92.80% | $13.52B | 0.09% | |
ITOT | 92.79% | $68.70B | 0.03% | |
JHML | 92.79% | $963.23M | 0.29% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
LMBS | -0.02% | $5.04B | 0.64% | |
AGGH | 0.03% | $314.94M | 0.29% | |
FIXD | -0.07% | $3.38B | 0.65% | |
TLH | -0.13% | $11.10B | 0.15% | |
USDU | -0.14% | $166.08M | 0.5% | |
CGCB | -0.30% | $2.34B | 0.27% | |
MLN | 0.35% | $523.51M | 0.24% | |
IBMS | -0.42% | $80.14M | 0.18% | |
SCHQ | 0.48% | $777.80M | 0.03% | |
SHAG | 0.53% | $38.01M | 0.12% | |
USTB | 0.56% | $1.25B | 0.35% | |
UITB | 0.58% | $2.29B | 0.39% | |
VGLT | 0.59% | $9.62B | 0.04% | |
ISTB | 0.59% | $4.41B | 0.06% | |
NYF | 0.67% | $885.39M | 0.25% | |
ITM | 0.77% | $1.86B | 0.18% | |
SPTL | 0.88% | $10.98B | 0.03% | |
BIV | 0.88% | $22.77B | 0.03% | |
IBMN | 1.04% | $447.69M | 0.18% | |
FMB | 1.05% | $1.89B | 0.65% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -82.41% | $107.71M | 0.59% | |
VIXY | -76.06% | $178.15M | 0.85% | |
BTAL | -66.77% | $297.88M | 1.43% | |
IVOL | -41.74% | $357.32M | 1.02% | |
SPTS | -33.67% | $5.78B | 0.03% | |
XONE | -33.45% | $639.23M | 0.03% | |
FTSD | -29.92% | $228.22M | 0.25% | |
UTWO | -29.24% | $374.45M | 0.15% | |
SCHO | -27.84% | $10.89B | 0.03% | |
VGSH | -27.73% | $22.42B | 0.03% | |
FXY | -26.82% | $855.96M | 0.4% | |
IBTG | -25.44% | $1.94B | 0.07% | |
IBTI | -24.11% | $1.02B | 0.07% | |
IBTH | -22.32% | $1.57B | 0.07% | |
IBTJ | -20.02% | $669.37M | 0.07% | |
IEI | -18.90% | $15.22B | 0.15% | |
BILS | -18.75% | $3.94B | 0.1356% | |
TBLL | -18.60% | $2.23B | 0.08% | |
XHLF | -18.00% | $1.64B | 0.03% | |
IBTK | -17.17% | $429.15M | 0.07% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MO | 0.01% | $100.92B | +30.61% | 6.82% |
KR | 0.21% | $43.03B | +28.80% | 1.97% |
DUK | 0.41% | $90.43B | +14.83% | 3.58% |
CME | 0.47% | $97.17B | +37.77% | 3.95% |
DADA | -0.54% | $513.15M | +32.00% | 0.00% |
CYCN | 0.55% | $9.66M | +32.60% | 0.00% |
WTRG | -0.64% | $10.68B | +3.08% | 3.40% |
TEF | -0.65% | $29.51B | +15.71% | 5.96% |
VSTA | -0.75% | $331.23M | +31.32% | 0.00% |
VRCA | 0.93% | $57.62M | -92.74% | 0.00% |
DFDV | -1.02% | $380.05M | +2,345.35% | 0.00% |
LITB | -1.07% | $21.77M | -74.81% | 0.00% |
NEOG | 1.07% | $1.24B | -66.46% | 0.00% |
HRL | -1.08% | $17.01B | +1.41% | 3.69% |
MSEX | -1.18% | $1.02B | +9.89% | 2.34% |
AGL | -1.20% | $947.95M | -66.72% | 0.00% |
KMB | 1.35% | $44.08B | -1.73% | 3.72% |
ALHC | 1.48% | $3.05B | +90.62% | 0.00% |
SO | 1.50% | $98.42B | +14.16% | 3.23% |
VZ | 1.56% | $184.42B | +9.98% | 6.26% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -18.36% | $23.34B | +31.58% | 1.12% |
ED | -11.87% | $36.95B | +12.52% | 3.26% |
BCE | -11.39% | $20.69B | -34.53% | 12.44% |
AWK | -10.31% | $27.42B | +9.74% | 2.22% |
MKTX | -9.66% | $8.44B | +11.89% | 1.32% |
FMTO | -7.95% | $5.10K | -99.92% | 0.00% |
DG | -7.40% | $24.53B | -10.79% | 2.13% |
K | -6.86% | $28.31B | +38.89% | 2.82% |
VSA | -6.56% | $8.67M | -17.07% | 0.00% |
ZCMD | -6.49% | $26.26M | -13.33% | 0.00% |
JNJ | -6.47% | $373.57B | +6.77% | 3.23% |
GIS | -5.87% | $29.70B | -16.94% | 4.42% |
TU | -5.42% | $24.52B | -0.06% | 7.11% |
ASPS | -4.34% | $90.06M | -41.81% | 0.00% |
HSY | -4.27% | $34.05B | -10.24% | 3.23% |
LTM | -3.65% | $12.15B | -96.20% | 2.54% |
CAG | -3.52% | $10.68B | -22.11% | 6.34% |
AMT | -3.08% | $100.35B | +10.60% | 3.04% |
STG | -1.93% | $32.24M | -0.16% | 0.00% |
BGS | -1.87% | $361.48M | -51.39% | 16.78% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 83.90% | $11.99B | +17.20% | 0.89% |
BN | 83.45% | $97.47B | +41.16% | 0.56% |
BNT | 83.03% | $11.90B | +41.42% | 0.00% |
PH | 82.57% | $85.83B | +26.04% | 1.01% |
KKR | 82.26% | $112.22B | +13.01% | 0.57% |
ARES | 81.41% | $36.87B | +22.76% | 2.31% |
APO | 81.04% | $78.88B | +16.60% | 1.39% |
JHG | 80.51% | $5.81B | +11.60% | 4.28% |
MS | 80.43% | $211.47B | +37.80% | 2.82% |
AXP | 80.14% | $209.55B | +33.50% | 0.98% |
WAB | 79.44% | $34.93B | +23.56% | 0.44% |
GS | 79.11% | $191.52B | +39.11% | 1.93% |
FLS | 78.96% | $6.19B | -2.21% | 1.77% |
EVR | 78.89% | $9.57B | +25.27% | 1.31% |
JCI | 78.75% | $67.90B | +44.99% | 1.43% |
ETN | 78.25% | $127.45B | -0.45% | 1.20% |
BX | 78.15% | $171.54B | +14.55% | 2.49% |
STEP | 77.82% | $4.39B | +27.04% | 1.64% |
VCTR | 77.42% | $4.26B | +27.01% | 2.87% |
OWL | 77.36% | $11.99B | +8.67% | 4.03% |
Current Value
$143.861 Year Return
Current Value
$143.861 Year Return
FTC - Traded Fund III First Trust Large Capital Growth AlphaDEX Fund contains 188 holdings. The top holdings include HOOD, RBLX, PLTR, CVNA, VST
Name | Weight |
---|---|
1.45% | |
![]() | 1.33% |
1.31% | |
![]() | 1.24% |
![]() | 1.21% |
1.08% | |
![]() | 1.06% |
![]() | 1.05% |
1.04% | |
1.04% | |
0.99% | |
![]() | 0.97% |
![]() | 0.96% |
0.96% | |
0.95% | |
0.95% | |
0.95% | |
0.94% | |
0.93% | |
![]() | 0.93% |
![]() | 0.93% |
![]() | 0.90% |
0.90% | |
0.89% | |
0.85% | |
0.84% | |
![]() | 0.84% |
0.84% | |
0.82% | |
0.81% |
Sector | Weight |
---|---|
Financials | 20.55% |
Information Technology | 17.07% |
Industrials | 15.91% |
Consumer Discretionary | 13.83% |
Communication Services | 6.86% |
Health Care | 6.42% |
Consumer Staples | 5.31% |
Energy | 4.88% |
Utilities | 4.81% |
Real Estate | 3.30% |
Materials | 0.98% |