HLGE vs. FXL ETF Comparison

Comparison of Hartford Longevity Economy ETF (HLGE) to First Trust Technology AlphaDEX (FXL)

HLGE

Hartford Longevity Economy ETF

HLGE Description

The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.37

Average Daily Volume

494

Number of Holdings ^*

339

* may have additional holdings in another (foreign) market

FXL

First Trust Technology AlphaDEX

FXL Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Technology Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the technology sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.

Grade (RS Rating)

Last Trade

$153.75

Average Daily Volume

17,215

Number of Holdings ^*

102

* may have additional holdings in another (foreign) market

Performance

Period	HLGE	FXL
30 Days	1.74%	7.01%
60 Days	2.94%	10.63%
90 Days	4.94%	10.92%
12 Months	28.33%	29.05%

43 Overlapping Holdings

Symbol	Grade	Weight in HLGE	Weight in FXL	Overlap
AAPL	C	0.82%	0.91%	0.82%
ADI	D	0.6%	0.27%	0.27%
ADSK	A	0.28%	0.66%	0.28%
AMD	F	0.16%	0.25%	0.16%
ANSS	B	0.16%	0.32%	0.16%
APP	B	0.18%	3.39%	0.18%
AVGO	D	0.53%	1.17%	0.53%
AVT	C	0.11%	1.52%	0.11%
CRUS	D	0.57%	0.97%	0.57%
CRWD	B	0.35%	0.36%	0.35%
DELL	B	0.94%	1.06%	0.94%
DLB	B	0.66%	0.89%	0.66%
DOCU	B	0.07%	1.53%	0.07%
FTNT	C	0.72%	1.44%	0.72%
GDDY	A	0.27%	1.4%	0.27%
GEN	B	0.41%	0.32%	0.32%
GOOGL	C	1.03%	0.63%	0.63%
HPE	B	0.89%	1.62%	0.89%
HPQ	B	0.82%	1.21%	0.82%
IAC	F	0.36%	0.52%	0.36%
INTC	C	0.23%	1.26%	0.23%
MANH	D	0.03%	1.18%	0.03%
MCHP	F	0.6%	0.48%	0.48%
META	D	1.06%	1.57%	1.06%
MPWR	F	0.48%	0.74%	0.48%
MSFT	D	0.83%	0.29%	0.29%
MTCH	D	0.6%	0.77%	0.6%
MU	D	0.38%	0.28%	0.28%
NOW	A	0.88%	1.38%	0.88%
NTAP	C	0.79%	0.89%	0.79%
NVDA	B	1.17%	1.43%	1.17%
OLED	F	0.53%	0.47%	0.47%
ON	D	0.34%	1.44%	0.34%
ORCL	A	1.03%	1.3%	1.03%
PANW	B	0.52%	1.08%	0.52%
PSTG	D	0.79%	0.29%	0.29%
QCOM	F	0.89%	0.9%	0.89%
ROP	B	0.08%	0.6%	0.08%
SMCI	F	0.2%	0.26%	0.2%
SWKS	F	0.36%	1.32%	0.36%
TXN	C	0.92%	0.59%	0.59%
TYL	B	0.21%	1.25%	0.21%
VRSN	C	0.07%	0.57%	0.07%

HLGE Overweight 296 Positions Relative to FXL

Symbol	Grade	Weight
CARG	B	1.18%
AMZN	C	1.05%
EBAY	D	1.01%
CARS	C	0.94%
CVLT	B	0.89%
YELP	C	0.86%
NXPI	D	0.83%
WMT	A	0.82%
FICO	B	0.81%
STX	C	0.79%
JWN	D	0.76%
DDS	B	0.75%
WDC	D	0.74%
GM	C	0.74%
BKNG	A	0.74%
JNJ	C	0.73%
LOW	C	0.73%
TMUS	B	0.7%
VRTX	D	0.68%
MCK	A	0.68%
HD	B	0.67%
CL	D	0.67%
PRGS	A	0.66%
TJX	A	0.63%
NFLX	A	0.6%
UNH	B	0.57%
TRIP	F	0.57%
AXNX	A	0.57%
PI	D	0.56%
CMCSA	B	0.54%
LMT	D	0.54%
GILD	C	0.54%
KR	B	0.54%
ELV	F	0.53%
GS	A	0.53%
M	F	0.53%
MTD	F	0.53%
BK	A	0.52%
BSX	A	0.52%
LLY	F	0.52%
COST	A	0.51%
T	A	0.5%
CORT	B	0.49%
PINS	F	0.49%
EA	A	0.47%
MRK	D	0.46%
MS	A	0.44%
BRK.A	B	0.44%
C	A	0.44%
REGN	F	0.43%
AMED	F	0.43%
MTB	A	0.43%
SNAP	D	0.42%
KO	D	0.41%
ZTS	D	0.41%
ACI	C	0.41%
PNC	B	0.41%
OLLI	D	0.41%
MCO	B	0.4%
SYK	B	0.4%
VRNS	D	0.39%
HCA	F	0.39%
WFC	A	0.39%
QLYS	B	0.38%
BAC	A	0.38%
FITB	B	0.37%
TGT	F	0.37%
JPM	A	0.36%
CALM	A	0.36%
A	D	0.35%
BMY	B	0.35%
ISRG	A	0.35%
CI	D	0.35%
GD	D	0.35%
IRM	C	0.35%
CW	C	0.34%
VZ	C	0.34%
UBER	F	0.34%
MTSI	B	0.34%
XRX	F	0.33%
PEP	F	0.33%
INTU	B	0.33%
TMO	F	0.33%
ABT	B	0.33%
ABBV	F	0.33%
SO	C	0.32%
PG	C	0.32%
DIOD	D	0.32%
RTX	D	0.32%
DUK	C	0.31%
STT	B	0.31%
EDR	A	0.31%
UTHR	C	0.3%
KMB	C	0.3%
WELL	A	0.3%
AMGN	F	0.3%
NVR	D	0.3%
RF	A	0.29%
HEI	A	0.28%
GRMN	B	0.28%
MCRI	A	0.28%
CDNS	B	0.28%
YUM	D	0.28%
ETR	B	0.28%
MDT	D	0.28%
HBAN	A	0.28%
USB	A	0.28%
SYY	D	0.27%
AXP	A	0.27%
PRU	A	0.27%
SMTC	B	0.26%
PTC	B	0.26%
KTB	B	0.26%
RCL	A	0.25%
EXEL	B	0.25%
PEG	A	0.25%
OGN	F	0.25%
SYF	B	0.25%
HUM	C	0.25%
TENB	C	0.24%
INCY	C	0.24%
SNPS	B	0.24%
JHG	B	0.24%
MSGS	A	0.24%
CB	C	0.24%
COLL	F	0.24%
COR	B	0.24%
WMK	C	0.23%
ZUO	B	0.23%
HON	C	0.23%
PHM	D	0.23%
RMD	C	0.22%
POWI	F	0.22%
NYT	D	0.22%
PFE	F	0.21%
PPL	A	0.21%
ITCI	C	0.21%
CINF	A	0.21%
TDG	D	0.21%
LRN	A	0.21%
PRG	C	0.21%
HLT	A	0.21%
EHC	B	0.21%
BJ	A	0.2%
LAMR	C	0.2%
PGR	A	0.2%
HRB	D	0.2%
CNC	D	0.2%
WAT	C	0.2%
ACIW	B	0.2%
TSCO	D	0.19%
COF	C	0.19%
CRDO	B	0.19%
BOX	B	0.18%
SPG	A	0.18%
ZETA	D	0.18%
FCNCA	A	0.18%
KVUE	A	0.18%
BLK	B	0.18%
AVB	B	0.18%
ROST	D	0.17%
HSY	F	0.17%
NOC	D	0.17%
PSMT	D	0.17%
DGX	A	0.16%
FSLR	F	0.16%
LOPE	C	0.16%
ADUS	D	0.16%
APPN	B	0.16%
CRVL	B	0.16%
UPBD	B	0.16%
QRVO	F	0.16%
CHE	D	0.16%
IMKTA	C	0.16%
VICI	C	0.15%
KSS	F	0.15%
SFM	A	0.15%
DHR	F	0.15%
AMP	A	0.15%
AFL	B	0.15%
MMSI	A	0.15%
TDC	D	0.15%
ORI	A	0.14%
FOXA	A	0.14%
NHI	D	0.14%
ADBE	C	0.14%
PDCO	F	0.14%
FLO	D	0.14%
WGO	C	0.14%
ALKT	B	0.14%
SPGI	C	0.14%
FE	C	0.14%
EQR	C	0.13%
SF	B	0.13%
SHOO	F	0.13%
AGYS	A	0.13%
CHD	A	0.13%
RJF	A	0.13%
AEP	C	0.13%
TROW	B	0.13%
TFC	A	0.13%
BDX	F	0.13%
WSM	C	0.12%
BKE	B	0.12%
SHO	D	0.12%
JXN	C	0.12%
EQH	C	0.12%
ICE	C	0.11%
LZB	B	0.11%
MOG.A	B	0.11%
JEF	A	0.11%
LHX	C	0.11%
ZBH	C	0.11%
HOLX	D	0.11%
ED	C	0.1%
VEEV	C	0.1%
PJT	A	0.1%
EIX	B	0.1%
HIMS	B	0.1%
DHI	F	0.1%
BBY	D	0.1%
KLG	B	0.09%
ETSY	D	0.09%
COKE	C	0.09%
UNM	A	0.09%
O	C	0.08%
CHTR	C	0.08%
SRE	A	0.08%
THO	B	0.08%
DTE	C	0.08%
GIS	D	0.08%
VTRS	A	0.08%
MET	A	0.08%
F	C	0.08%
DFIN	D	0.08%
GOLF	B	0.08%
VTR	B	0.08%
IDXX	F	0.08%
PINC	B	0.07%
FTDR	B	0.07%
BPOP	C	0.07%
DOCS	C	0.07%
ACGL	C	0.06%
AXS	A	0.06%
PRDO	B	0.06%
CPRX	C	0.06%
AIG	B	0.06%
NWL	C	0.06%
VSTO	A	0.06%
AEE	A	0.06%
ABNB	C	0.06%
CAH	B	0.06%
EVR	B	0.06%
OFG	B	0.06%
ZS	B	0.05%
FHI	B	0.05%
LMAT	A	0.05%
LNTH	D	0.05%
WBA	F	0.05%
EPC	F	0.05%
NRG	B	0.04%
WEC	A	0.04%
MDLZ	F	0.04%
VCTR	B	0.04%
CBRE	B	0.04%
DIS	B	0.04%
PBH	A	0.04%
MRVL	B	0.04%
APO	B	0.04%
MKL	A	0.04%
WOR	F	0.04%
CASY	A	0.04%
STE	D	0.04%
HLI	A	0.04%
LTC	B	0.03%
PFBC	B	0.03%
CTRE	C	0.03%
SNEX	B	0.03%
CNK	C	0.03%
BRBR	A	0.03%
MORN	B	0.03%
LYV	A	0.03%
MCD	D	0.03%
CFG	B	0.03%
BCO	F	0.03%
COLM	C	0.02%
MMM	D	0.02%
TNL	A	0.02%
CASH	B	0.02%
WHR	B	0.02%
ALL	A	0.02%
ANIP	F	0.01%
UE	B	0.01%
AMG	B	0.01%
CVS	D	0.01%
PIPR	A	0.01%

HLGE Underweight 59 Positions Relative to FXL

Symbol	Grade	Weight
PLTR	B	-2.47%
TOST	B	-2.22%
VRT	B	-1.89%
DASH	B	-1.89%
PEGA	B	-1.88%
GWRE	A	-1.66%
GFS	C	-1.65%
CTSH	B	-1.63%
DXC	B	-1.62%
PAYC	B	-1.6%
SMAR	B	-1.57%
IPGP	D	-1.57%
ZM	C	-1.4%
TWLO	A	-1.39%
ARW	D	-1.35%
AMKR	D	-1.32%
JBL	C	-1.28%
DNB	B	-1.27%
CNXC	F	-1.21%
DT	D	-1.19%
DOX	D	-1.16%
EPAM	B	-1.15%
MSTR	B	-1.15%
SNX	D	-1.14%
NTNX	B	-1.12%
RNG	C	-1.08%
S	B	-1.07%
AKAM	D	-1.04%
FFIV	B	-1.03%
DBX	B	-1.01%
IT	C	-0.99%
SSNC	B	-0.93%
HCP	B	-0.93%
CACI	D	-0.91%
AMAT	F	-0.86%
SAIC	F	-0.84%
DAY	B	-0.74%
CRM	B	-0.72%
DV	C	-0.71%
GLOB	B	-0.68%
APH	A	-0.66%
LSCC	D	-0.57%
IBM	C	-0.56%
KBR	F	-0.55%
U	C	-0.49%
ONTO	F	-0.47%
TER	F	-0.47%
PYCR	B	-0.36%
KD	B	-0.36%
GTLB	B	-0.35%
NET	B	-0.34%
DDOG	A	-0.34%
WDAY	B	-0.33%
GLW	B	-0.31%
INFA	D	-0.3%
APPF	B	-0.29%
KLAC	F	-0.25%
ALGM	D	-0.25%
CDW	F	-0.24%

FXL: Top Represented Industries & Keywords

Industries: Software - Application Semiconductors Software - Infrastructure Information Technology Services Internet Content & Information Semiconductor Equipment & Materials Computer Systems Data Storage Electronic Components Telecom Services Business Services Communication Equipment Computer Hardware Conglomerates Consumer Electronics Contract Manufacturers Diversified Industrials Electronics & Computer Distribution Electronics Distribution Engineering & Construction