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CHAPMAN AND CUTLER LLP 111 WEST MONROE STREET
CHICAGO, ILLINOIS 60603
April 9, 2018
VIA EDGAR CORRESPONDENCE
Sally Samuel
United States Securities and Exchange Commission
100 F Street, N.E.
Washington, D.C. 20549
Re: First Trust Exchange-Traded AlphaDEX Fund II (the "Trust")
File Nos. 811-22519 and 333-171759
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Dear Ms. Samuel:
This letter responds to your comments, provided by telephone, regarding
the registration statement filed on Form N-1A for First Trust Exchange-Traded
AlphaDEX Fund II (the "Trust") with the Securities and Exchange Commission (the
"Commission") on January 19, 2018 (the "Registration Statement"). The
Registration Statement relates to the First Trust India NIFTY 50 Equal Weight
ETF, a series of the Trust. Capitalized terms used herein, but not otherwise
defined, have the meanings ascribed to them in the Registration Statement.
Please also note that to the extent that the Staff's previous comments to
recently filed registration statements for the First Trust family of open-end
and exchange-traded funds were applicable, we have made the corresponding
changes to the prospectus and statement of additional information of this Fund.
COMMENT 1 - FEES AND EXPENSES OF THE FUND
If the Fund does not intend to pay 12b-1 fees within the next year, please
remove the references to such fees in the footnotes and expense example.
RESPONSE TO COMMENT 1
The prospectus has been revised in accordance with this comment.
Sally Samuel
April 9, 2018
Page 2
COMMENT 2 - PRINCIPAL INVESTMENT STRATEGIES
Please explain how the Index is different than the Benchmark Index and
revise the disclosure to make such distinction clear.
RESPONSE TO COMMENT 2
The Index includes all of the securities in the Benchmark Index;
however, the Index equally weights such securities, while the Benchmark Index is
weighted by market capitalization. The prospectus has been revised accordingly.
COMMENT 3 - PRINCIPAL INVESTMENT STRATEGIES
Please revise the disclosure throughout to make clear that the Fund
intends to fully replicate the Index.
RESPONSE TO COMMENT 3
The prospectus has been revised in accordance with this comment.
COMMENT 4 - PRINCIPAL INVESTMENT STRATEGIES
Consider whether the Fund will have liquidity issues given the securities
in which it will invest.
RESPONSE TO COMMENT 4
The Fund does not expect to encounter significant liquidity issues, given
that the Index is comprised of the fifty largest and most liquid securities
traded on the National Stock Exchange of India ("NSE").
COMMENT 5 - PRINCIPAL INVESTMENT STRATEGIES
Please confirm that the securities in which the Fund invests are traded
through DTC.
Sally Samuel
April 9, 2018
Page 3
RESPONSE TO COMMENT 5
All securities in which the Fund invests are traded on the NSE. Those
securities are not traded through DTC.
COMMENT 6 - PRINCIPAL INVESTMENT STRATEGIES
Consider generally what information in the prospectus is appropriate for
Item 4 of Form N-1A versus Item 9.
RESPONSE TO COMMENT 6
The Fund has considered this comment and believes that the current
division of risks between Item 4 and Item 9 is appropriate and complies with
item C(3)(A) of the general instructions to Form N-1A, which provides that
information provided in response to Items 2 through 8 need not be repeated
elsewhere in the prospectus.
COMMENT 7 - PRINCIPAL INVESTMENT STRATEGIES
Please update the disclosure regarding the Fund's significant investment
in certain sector(s).
RESPONSE TO COMMENT 7
The prospectus has been updated to reflect that if the Fund's underlying
index had been the Index as of January 31, 2018, the Fund would have had
significant investments in financials companies.
COMMENT 8 - GENERAL
Please remove all brackets and update the financial and other information
in the Registration Statement.
RESPONSE TO COMMENT 8
The Fund's financial statements for the fiscal year ending December 31,
2017 have been included in the revised Registration Statement.
Sally Samuel
April 9, 2018
Page 4
COMMENT 9 - PRINCIPAL RISKS
Please revise "Cash Transactions Risk" and "Fluctuation of Net Asset Value
Risk" to make clear that the Fund intends to effect creations and redemptions in
cash, rather than in-kind. Consider whether this is consistent with the Fund's
exemptive relief.
RESPONSE TO COMMENT 9
The Fund's exemptive relief provides the Fund's investment adviser with
discretion to accept creations and redemptions in cash, rather than in-kind,
when accepting in-kind orders is not practicable. The prospectus has otherwise
been revised in accordance with this comment.
COMMENT 10 - PRINCIPAL RISKS
Please revise the risk factors generally to apply more specifically to the
risks associated with investing in India.
RESPONSE TO COMMENT 10
In response to this comment, "Emerging Markets Risk" has been deleted and
"India Risk" has been updated.
COMMENT 11 - PRINCIPAL RISKS
Please revise "Index Constituent Risk" to make clear that the Fund may be
invested in by other investment companies.
RESPONSE TO COMMENT 11
The prospectus has been revised in accordance with this comment.
COMMENT 12 - PRINCIPAL RISKS
Consider revising "Market Risk" to discuss the fact that the Fund's net
asset value may deviate from the market value of the underlying securities in
which it invests.
Sally Samuel
April 9, 2018
Page 5
RESPONSE TO COMMENT 12
The Fund believes that "Fluctuation of Net Asset Value Risk" provides the
disclosure suggested by this comment.
COMMENT 13 - PRINCIPAL RISKS
Consider whether "Replication Management Risk" should be called "Passive
Investment Risk."
RESPONSE TO COMMENT 13
The prospectus has been revised in accordance with this comment.
COMMENT 14 - ANNUAL TOTAL RETURN
Consider whether this section should be captioned "Average Annual Total
Returns" in accordance with Item 4 of Form N-1A.
RESPONSE TO COMMENT 14
The Fund believes the current caption and description in this section,
along with the caption to the corresponding table, which reads "Average Annual
Total Returns," complies with the disclosure required by Item 4(b)(2) of Form
N-1A.
COMMENT 15 - AVERAGE ANNUAL TOTAL RETURNS TABLE
Please include a broad-based securities market index that reflects an
investment in more than just Indian securities. Revise the disclosure to state
that the index returns reflect no deduction for fees, expenses or taxes.
RESPONSE TO COMMENT 15
The Fund believes the NIFTY 50 Index is the most appropriate benchmark for
the Fund because the Fund will invest only in securities of Indian companies
traded on the NSE. The NIFTY 50 Index is the primary index for the NSE. The Fund
does not believe it would be appropriate to compare the performance of the Fund
to securities other than those traded on the NSE.
Sally Samuel
April 9, 2018
Page 6
The disclosure has been revised to state that the index returns for the
NIFTY 50 Index reflect no deduction for fees, expenses or taxes.
COMMENT 16 - ADDITIONAL INFORMATION ON THE FUND'S INVESTMENT OBJECTIVES AND
STRATEGIES
In the second sentence of the first paragraph, please replace "correspond
generally" with "track."
RESPONSE TO COMMENT 16
The prospectus has been revised in accordance with this comment.
COMMENT 17 - ADDITIONAL INFORMATION ON THE FUND'S INVESTMENT OBJECTIVES AND
STRATEGIES
In the third paragraph, please revise the disclosure to make it clear that
the Fund intends to fully replicate the Index. Consider removing references to
sampling.
RESPONSE TO COMMENT 17
The Fund respectfully declines to revise the referenced disclosure. While
the Fund intends to fully replicate the Index, it reserves the right to sample
the Index in the event of unforeseen circumstances.
COMMENT 18 - FUND INVESTMENTS
Consider expanding this section generally. See Comment 6.
RESPONSE TO COMMENT 18
The Fund has considered this comment and believes that the current
description is appropriate and complies with item C(3)(A) of the general
instructions to Form N-1A, which provides that information provided in response
to Items 2 through 8 need not be repeated elsewhere in the prospectus.
Sally Samuel
April 9, 2018
Page 7
COMMENT 19 - SHARE TRADING PRICES
Please clarify in the disclosure that the IOPV represents the value of the
underlying securities held by the Fund and not the market price of the Fund's
shares. See the discussion of "Intra-Day Portfolio Value" in the statement of
additional information.
RESPONSE TO COMMENT 19
The Fund respectfully declines to revise the disclosure as it believes
that the disclosure is sufficiently clear and in compliance with the
requirements set forth in Form N-1A.
COMMENT 20 - INDEX PROVIDERS
Please file the sublicense agreement as an exhibit to the Registration
Statement.
RESPONSE TO COMMENT 20
The sublicense agreement will be filed as an exhibit to the Registration
Statement.
COMMENT 21 - PREMIUM/DISCOUNT INFORMATION
Please revise the table to include a range instead of ">=2.00%" in the
final column.
RESPONSE TO COMMENT 21
Item 11(g) of Form N-1A does not require that ranges be provided in the
premium/discount table. In addition, the format of the premium/discount
information is consistent across all of the exchange-traded funds in the First
Trust complex, and the Fund prefers to maintain this consistency.
COMMENT 22 - STATEMENT OF ADDITIONAL INFORMATION
Please move the discussion regarding Indian tax consequences from the
statement of additional information to the prospectus.
Sally Samuel
April 9, 2018
Page 8
RESPONSE TO COMMENT 22
The discussion regarding Indian tax consequences has been included in the
prospectus, in accordnance with this comment.
COMMENT 23 - STATEMENT OF ADDITIONAL INFORMATION
Please revise the Fund's name policy pursuant to Rule 35d-1 to reflect the
Fund's new investment objective.
RESPONSE TO COMMENT 23
The statement of additional information has been revised in accordance
with this comment.
COMMENT 24 - STATEMENT OF ADDITIONAL INFORMATION
The disclosure states that for purposes of lending of the Fund's portfolio
securities, the Fund may accept as collateral "cash, U.S. government securities
or other high-grade debt obligations." Please explain how this is consistent
with the Staff's position that collateral must be in the form of cash, cash
equivalents or U.S. government securities.
RESPONSE TO COMMENT 24
The reference to "other high-grade debt obligations" is intended to pick
up other permitted collateral, including bank letters of credit, which have been
viewed as acceptable by the Staff. See, for instance, Adams Express Co., SEC
No-Act. (pub. avail. Oct. 9, 1974).
COMMENT 25 - STATEMENT OF ADDITIONAL INFORMATION
Please confirm generally the accuracy of the section entitled "Creation
and Redemption of Creation Unit Aggregations." Within this section, please:
o update the creation/redemption transaction fee;
o confirm the process by which information regarding the basket
of securities and/or cash component is made available to
authorized participants and the timing of the valuation of
such securities; and
Sally Samuel
April 9, 2018
Page 9
o confirm the accuracy of the third paragraph under the
subsection entitled "Procedures for Creation of Creation Unit
Aggregations."
RESPONSE TO COMMENT 25
The Fund confirms the accuracy of the disclosure contained in the section
entitled "Creation and Redemption of Creation Unit Aggregations." The Fund's
responses to the Staff's individual questions regarding the section are set
forth in order below.
o In accordance with the Staff's comment, the Fund has revised
the SAI to include the creation/redemption transaction fee.
o The Fund respectfully declines to revise the disclosure as the
requested information is provided under the caption "Policy
Regarding Disclosure of Portfolio Holdings" in the section
entitled "Proxy Voting Policies and Procedures." It has been
reproduced below for your convenience.
POLICY REGARDING DISCLOSURE OF PORTFOLIO HOLDINGS. The Trust
has adopted a policy regarding the disclosure of information
about the Fund's portfolio holdings. The Board of Trustees
must approve all material amendments to this policy. The
Fund's portfolio holdings are publicly disseminated each day
the Fund is open for business through financial reporting and
news services, including publicly accessible Internet
websites. In addition, a basket composition file, which
includes the security names and share quantities to deliver in
exchange for Fund shares, together with estimates and actual
cash components, is publicly disseminated each day the NYSE is
open for trading via the National Securities Clearing
Corporation ("NSCC"). The basket represents one Creation Unit
of the Fund. The Fund's portfolio holdings are also available
on the Fund's website at https://www.ftportfolios.com.
o The Fund confirms the accuracy of the referenced disclosure.
* * *
Sally Samuel
April 9, 2018
Page 10
Please call me at (312) 845-3484 if you have any questions or issues you
would like to discuss regarding these matters.
Sincerely yours,
CHAPMAN AND CUTLER LLP
By: /s/ Morrison C. Warren
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Morrison C. Warren
Enclosures