(FXH) First Trust Health Care - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33734X1431 • Health

FXH: Healthcare, Pharmaceuticals, Biotechnology, Medical, Devices

The First Trust Health Care AlphaDEX® Fund (FXH) is an exchange-traded fund (ETF) listed on the NYSE ARCA. It is designed to provide exposure to the healthcare sector by tracking the performance of the AlphaDEX® Health Care Index.

The fund employs a rules-based, quantitative approach to select its holdings. It utilizes the AlphaDEX® selection methodology, which evaluates stocks based on factors such as price appreciation, revenue growth, and other metrics. This methodology aims to identify companies with the potential to outperform traditional market capitalization-weighted indices.

FXH focuses on the healthcare sector, which includes companies involved in healthcare equipment, biotechnology, pharmaceuticals, and other related industries. The funds strategy is to invest in stocks that are part of the Russell 1000® Index, a widely followed index of large-cap U.S. companies.

As of the latest data, the fund has approximately $1.05 billion in assets under management (AUM). It is structured as an ETF, offering investors the ability to gain exposure to a diversified portfolio of healthcare stocks through a single investment vehicle.

For more information about the fund, including its full holdings, performance, and investment objectives, investors can visit the First Trust website at http://www.ftportfolios.com/.

Additional Sources for FXH ETF

FXH ETF Overview

Market Cap in USD 1,004m
Category Health
TER 0.62%
IPO / Inception 2007-05-08

FXH ETF Ratings

Growth 5y 29.2%
Fundamental -
Dividend 32.6%
Rel. Strength Industry -12.3
Analysts -
Fair Price Momentum 94.09 USD
Fair Price DCF -

FXH Dividends

Dividend Yield 12m 0.41%
Yield on Cost 5y 0.66%
Annual Growth 5y 24.75%
Payout Consistency 37.7%

FXH Growth Ratios

Growth Correlation 3m 8%
Growth Correlation 12m 35.3%
Growth Correlation 5y 11.3%
CAGR 5y 9.28%
CAGR/Max DD 5y 0.31
Sharpe Ratio 12m 0.10
Alpha -11.60
Beta 0.57
Volatility 14.94%
Current Volume 107.9k
Average Volume 20d 27.2k
What is the price of FXH stocks?
As of March 14, 2025, the stock is trading at USD 102.50 with a total of 107,937 shares traded.
Over the past week, the price has changed by -2.89%, over one month by -5.25%, over three months by -4.42% and over the past year by -5.12%.
Is First Trust Health Care a good stock to buy?
Neither. Based on ValueRay Analyses, First Trust Health Care is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 29.22 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FXH as of March 2025 is 94.09. This means that FXH is currently overvalued and has a potential downside of -8.2%.
Is FXH a buy, sell or hold?
First Trust Health Care has no consensus analysts rating.
What are the forecast for FXH stock price target?
According to ValueRays Forecast Model, FXH First Trust Health Care will be worth about 103.2 in March 2026. The stock is currently trading at 102.50. This means that the stock has a potential upside of +0.69%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 103.2 0.7%