First Trust Health Care AlphaDEX® Fund
Shareclass
First Trust Health Care AlphaDEX® ETF (FXH)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund First Trust Health Care AlphaDEX® Fund
FUND COVERAGE
# of holdings76
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc2.35%$21.28M
- 2. Hologic Inc0.96%$8.73M
- 3. Johnson & Johnson1.35%$12.19M
- 4. Bristol-Myers Squibb Co1.33%$12.09M
- 5. Merck & Co Inc1.81%$16.39M
- 6. Neurocrine Biosciences Inc1.73%$15.67M
- 7. Baxter International Inc0.35%$3.14M
- 8. AbbVie Inc0.87%$7.85M
- 9. Illumina Inc1.83%$16.62M
- 10. Amgen Inc0.43%$3.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Tempus AI Inc Class A common stock2.35%$21.3M
- 2. Corcept Therapeutics Inc0.76%$6.93M
- 3. Chemed Corp0.89%$8.09M
- 4. Globus Medical Inc Class A1.87%$16.9M
- 5. Universal Health Services Inc Class B2.35%$21.31M
- 6. Sotera Health Co Ordinary Shares0.91%$8.28M
- 7. Align Technology Inc1.46%$13.22M
- 8. Encompass Health Corp0.38%$3.44M
- 9. Tenet Healthcare Corp1.36%$12.28M
- 10. Envista Holdings Corp Ordinary Shares0.41%$3.69M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund First Trust Health Care AlphaDEX® Fund
Totals
Holdings
Assets
Weight
Prisons
3
$43.06M
4.75%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$4.28M
0.47%
Borders high risk
0
$0
0%
Total
4
$47.35M
5.23%
Holdings — 4 flagged holdings
1.
Acadia Healthcare Co Inc
$17.54M
1.94%
2.
Elevance Health Inc
$15.88M
1.75%
3.
Cardinal Health Inc
$9.64M
1.06%
4.
Thermo Fisher Scientific Inc
:$4.28M
0.47%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
First Trust Health Care AlphaDEX® Fund FXH
Environment
Social
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