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First Trust Financials AlphaDEX® Fund (FXO)
Holdings of the Fund as of 7/8/2026
View Index Holdings

Total Number of Holdings (excluding cash): 104

Security Name Identifier CUSIP Classification Shares / Quantity Market Value Weighting Descending sort
Lincoln National Corporation LNC 534187109 Life Insurance 500,836 $19,392,369.92 1.78%
FactSet Research Systems Inc. FDS 303075105 Finance and Credit Services 76,950 $19,069,749.00 1.76%
Interactive Brokers Group, Inc. (Class A) IBKR 45841N107 Investment Banking and Brokerage Services 203,408 $18,998,307.20 1.75%
American International Group, Inc. AIG 026874784 Non-life Insurance 237,550 $18,913,731.00 1.74%
The Allstate Corporation ALL 020002101 Non-life Insurance 74,408 $18,689,057.36 1.72%
Arch Capital Group Ltd. ACGL G0450A105 Non-life Insurance 182,408 $18,607,440.08 1.71%
Axis Capital Holdings Limited AXS G0692U109 Non-life Insurance 164,786 $18,596,100.10 1.71%
The Hartford Insurance Group, Inc. HIG 416515104 Non-life Insurance 133,599 $18,535,525.26 1.71%
White Mountains Insurance Group Ltd. WTM G9618E107 Non-life Insurance 8,539 $18,506,147.75 1.70%
Everest Group, Ltd. EG G3223R108 Non-life Insurance 49,561 $18,401,503.69 1.69%
T. Rowe Price Group, Inc. TROW 74144T108 Investment Banking and Brokerage Services 155,726 $18,369,438.96 1.69%
Assured Guaranty Ltd. AGO G0585R106 Non-life Insurance 220,866 $18,276,661.50 1.68%
MarketAxess Holdings Inc. MKTX 57060D108 Investment Banking and Brokerage Services 156,002 $18,274,074.28 1.68%
The Travelers Companies, Inc. TRV 89417E109 Non-life Insurance 53,631 $18,124,060.14 1.67%
First American Financial Corporation FAF 31847R102 Non-life Insurance 258,122 $18,073,702.44 1.66%
RenaissanceRe Holdings Ltd. RNR G7496G103 Non-life Insurance 55,867 $18,009,844.79 1.66%
Central Bancompany, Inc. CBC 152413100 Banks 582,771 $17,821,137.18 1.64%
MGIC Investment Corporation MTG 552848103 Finance and Credit Services 627,822 $17,660,632.86 1.63%
Berkshire Hathaway Inc. (Class B) BRK/B 084670702 Investment Banking and Brokerage Services 35,381 $17,506,164.99 1.61%
Cincinnati Financial Corporation CINF 172062101 Non-life Insurance 95,628 $17,362,697.85 1.60%
SEI Investments Company SEIC 784117103 Investment Banking and Brokerage Services 153,793 $14,534,976.43 1.34%
Broadridge Financial Solutions, Inc. BR 11133T103 Investment Banking and Brokerage Services 98,498 $14,486,100.86 1.33%
The Progressive Corporation PGR 743315103 Non-life Insurance 61,750 $14,381,575.00 1.32%
Affiliated Managers Group, Inc. AMG 008252108 Investment Banking and Brokerage Services 39,862 $14,201,634.74 1.31%
CNA Financial Corporation CNA 126117100 Non-life Insurance 277,499 $14,274,548.56 1.31%
Morningstar, Inc. MORN 617700109 Finance and Credit Services 86,459 $14,268,328.77 1.31%
Chubb Limited CB H1467J104 Non-life Insurance 39,589 $14,057,658.01 1.29%
Old Republic International Corporation ORI 680223104 Non-life Insurance 329,648 $13,680,392.00 1.26%
AGNC Investment Corp. AGNC 00123Q104 Mortgage Real Estate Investment Trusts 1,237,543 $13,538,720.42 1.25%
Annaly Capital Management, Inc. NLY 035710839 Mortgage Real Estate Investment Trusts 603,275 $13,591,785.75 1.25%
Hamilton Lane Incorporated (Class A) HLNE 407497106 Investment Banking and Brokerage Services 171,118 $13,511,477.28 1.24%
Credit Acceptance Corporation CACC 225310101 Finance and Credit Services 21,185 $13,324,517.60 1.23%
The Hanover Insurance Group, Inc. THG 410867105 Non-life Insurance 62,998 $13,370,695.52 1.23%
Citigroup Inc. C 172967424 Banks 96,380 $13,241,648.20 1.22%
SouthState Bank Corporation SSB 84472E102 Banks 135,027 $13,179,985.47 1.21%
Ally Financial Inc. ALLY 02005N100 Finance and Credit Services 293,563 $13,057,682.24 1.20%
F.N.B. Corporation FNB 302520101 Banks 706,982 $13,015,538.62 1.20%
Rithm Capital Corp. RITM 64828T201 Mortgage Real Estate Investment Trusts 1,436,550 $12,914,584.50 1.19%
Western Alliance Bancorporation WAL 957638109 Banks 164,102 $12,916,468.42 1.19%
Bank OZK OZK 06417N103 Banks 258,960 $12,784,855.20 1.18%
OneMain Holdings, Inc. OMF 68268W103 Finance and Credit Services 221,243 $12,666,161.75 1.17%
Willis Towers Watson Plc WTW G96629103 Non-life Insurance 38,707 $11,324,894.06 1.04%
Reinsurance Group of America, Incorporated RGA 759351604 Non-life Insurance 47,575 $10,829,021.50 1.00%
Kinsale Capital Group, Inc. KNSL 49714P108 Non-life Insurance 30,676 $10,612,668.96 0.98%
Prudential Financial, Inc. PRU 744320102 Life Insurance 93,736 $10,561,235.12 0.97%
The Bank of New York Mellon Corporation BNY 064058100 Investment Banking and Brokerage Services 69,960 $10,503,794.40 0.97%
Northern Trust Corporation NTRS 665859104 Investment Banking and Brokerage Services 58,196 $10,470,624.32 0.96%
Jefferies Financial Group Inc. JEF 47233W109 Investment Banking and Brokerage Services 202,419 $10,343,610.90 0.95%
Loews Corporation L 540424108 Non-life Insurance 89,364 $10,294,732.80 0.95%
Popular, Inc. BPOP 733174700 Banks 61,621 $10,245,723.67 0.94%
Markel Group Inc MKL 570535104 Non-life Insurance 5,180 $10,137,726.20 0.93%
Truist Financial Corporation TFC 89832Q109 Banks 203,069 $10,090,498.61 0.93%
First Citizens BancShares, Inc. (Class A) FCNCA 31946M103 Banks 4,862 $9,940,942.44 0.92%
First Horizon Corporation FHN 320517105 Banks 394,576 $9,963,044.00 0.92%
Globe Life Inc. GL 37959E102 Life Insurance 56,620 $10,025,703.40 0.92%
M&T Bank Corporation MTB 55261F104 Banks 42,506 $9,973,182.78 0.92%
Regions Financial Corporation RF 7591EP100 Banks 334,998 $9,989,640.36 0.92%
Zions Bancorporation, National Association ZION 989701107 Banks 146,220 $10,036,540.80 0.92%
Columbia Banking System, Inc. COLB 197236102 Banks 315,660 $9,869,109.92 0.91%
Prosperity Bancshares, Inc. PB 743606105 Banks 138,531 $9,756,738.33 0.90%
XP Inc. (Class A) XP G98239109 Investment Banking and Brokerage Services 622,196 $9,606,706.24 0.88%
SLM Corporation SLM 78442P106 Finance and Credit Services 390,011 $9,321,262.90 0.86%
Cboe Global Markets, Inc. CBOE 12503M108 Investment Banking and Brokerage Services 27,793 $7,364,589.14 0.68%
Virtu Financial, Inc. (Class A) VIRT 928254101 Investment Banking and Brokerage Services 113,222 $7,276,777.94 0.67%
Brown & Brown, Inc. BRO 115236101 Non-life Insurance 105,137 $7,192,422.17 0.66%
Primerica, Inc. PRI 74164M108 Life Insurance 23,731 $7,112,892.63 0.65%
Stifel Financial Corp. SF 860630102 Investment Banking and Brokerage Services 96,669 $7,086,804.39 0.65%
Aflac Incorporated AFL 001055102 Life Insurance 57,523 $6,985,593.12 0.64%
Assurant, Inc. AIZ 04621X108 Non-life Insurance 25,116 $6,983,001.48 0.64%
Bank of America Corporation BAC 060505104 Banks 118,368 $6,900,854.40 0.64%
Fidelity National Financial, Inc. FNF 31620R303 Non-life Insurance 143,015 $6,986,282.75 0.64%
RLI Corp. RLI 749607107 Non-life Insurance 114,180 $6,930,726.00 0.64%
Wells Fargo & Company WFC 949746101 Banks 81,614 $6,982,893.84 0.64%
Franklin Resources, Inc. BEN 354613101 Investment Banking and Brokerage Services 202,723 $6,791,220.50 0.63%
U.S. Bancorp USB 902973304 Banks 111,666 $6,811,626.00 0.63%
First Hawaiian, Inc. FHB 32051X108 Banks 230,192 $6,786,060.16 0.62%
Houlihan Lokey, Inc. HLI 441593100 Investment Banking and Brokerage Services 50,284 $6,753,644.04 0.62%
The PNC Financial Services Group, Inc. PNC 693475105 Banks 27,392 $6,752,949.76 0.62%
Tradeweb Markets Inc. (Class A) TW 892672106 Investment Banking and Brokerage Services 67,677 $6,757,548.45 0.62%
BOK Financial Corporation BOKF 05561Q201 Banks 48,564 $6,574,594.32 0.61%
Wintrust Financial Corporation WTFC 97650W108 Banks 41,966 $6,648,253.72 0.61%
Evercore Inc. EVR 29977A105 Investment Banking and Brokerage Services 19,754 $6,539,364.16 0.60%
Pinnacle Financial Partners, Inc. PNFP 72348N109 Banks 66,857 $6,539,283.17 0.60%
Intercontinental Exchange, Inc. ICE 45866F104 Investment Banking and Brokerage Services 27,392 $3,757,360.64 0.35%
Robinhood Markets, Inc. (Class A) HOOD 770700102 Investment Banking and Brokerage Services 33,628 $3,817,786.84 0.35%
S&P Global Inc. SPGI 78409V104 Finance and Credit Services 8,755 $3,771,566.45 0.35%
Raymond James Financial, Inc. RJF 754730109 Investment Banking and Brokerage Services 22,182 $3,667,793.70 0.34%
LPL Financial Holdings Inc. LPLA 50212V100 Investment Banking and Brokerage Services 11,972 $3,601,417.04 0.33%
Nasdaq, Inc. NDAQ 631103108 Investment Banking and Brokerage Services 42,785 $3,610,626.15 0.33%
Voya Financial, Inc. VOYA 929089100 Investment Banking and Brokerage Services 37,251 $3,583,173.69 0.33%
Corebridge Financial, Inc. CRBG 21871X109 Life Insurance 117,789 $3,516,001.65 0.32%
State Street Corporation STT 857477103 Investment Banking and Brokerage Services 19,884 $3,527,819.28 0.32%
American Financial Group, Inc. AFG 025932104 Non-life Insurance 24,097 $3,402,496.40 0.31%
Commerce Bancshares, Inc. CBSH 200525103 Banks 58,396 $3,363,025.64 0.31%
Cullen/Frost Bankers, Inc. CFR 229899109 Banks 21,825 $3,354,939.00 0.31%
East West Bancorp, Inc. EWBC 27579R104 Banks 26,123 $3,333,556.03 0.31%
Huntington Bancshares Incorporated HBAN 446150104 Banks 190,203 $3,320,944.38 0.31%
Starwood Property Trust, Inc. STWD 85571B105 Mortgage Real Estate Investment Trusts 205,879 $3,386,709.55 0.31%
W.R. Berkley Corporation WRB 084423102 Non-life Insurance 47,814 $3,408,181.92 0.31%
Citizens Financial Group, Inc. CFG 174610105 Banks 48,128 $3,299,655.68 0.30%
KeyCorp KEY 493267108 Banks 146,304 $3,312,322.56 0.30%
Lazard, Inc. (Class A) LAZ 52110M109 Investment Banking and Brokerage Services 80,408 $3,279,842.32 0.30%
Unum Group UNM 91529Y106 Life Insurance 37,721 $3,309,640.54 0.30%
UWM Holdings Corporation UWMC 91823B109 Finance and Credit Services 1,472,621 $2,989,420.63 0.28%
US Dollar $USD Other 2,969,120 $2,969,120.39 0.27%
Holdings are subject to change.

The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.


 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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