First Trust Exchange-Traded AlphaDEX Fund II has announced a significant change in its investment management team. Chris Fallow will join as a portfolio manager effective November 1, 2026. This move is expected to enhance the fund's investment strategies and align with industry trends toward experienced management. The change may influence the competitive landscape, particularly among other investment funds focusing on emerging markets.
Company Background
First Trust Exchange-Traded AlphaDEX Fund II is an investment fund based in Wheaton, Illinois. The company is known for its innovative exchange-traded funds (ETFs) that utilize the AlphaDEX methodology to select stocks. It operates under the Central Index Key (CIK) 0001510337 and has recently filed several forms, including a 497K on October 30, 2026, and multiple Schedule 13G/A filings on the same date.
What the Filing Says
The recent filing states, "Chris Fallow will serve as a portfolio manager for each Fund as part of the Investment Committee beginning on or about November 1, 2026." This announcement highlights the company's commitment to enhancing its management team with experienced professionals.
Impact
This change may affect investors in the First Trust Exchange-Traded AlphaDEX Fund II, as well as those in competing funds that focus on similar investment strategies. The addition of Chris Fallow, who has been with First Trust since 2001 and has significant experience in overseeing investment strategies, could lead to improved performance and investor confidence.
What's Next
The filing does not say what happens next.
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