First Trust Utilities AlphaDEX Fund

FXU

Market cap $1.69B

Overview Fund Activity

43.99 USD

+0.16

0.37%

At close Updated Sep 17, 4:00 PM EDT

1 day

0.37%

5 days

-0.41%

1 month

-0.59%

3 months

5.44%

6 months

7.58%

Year to date

15.34%

1 year

17.46%

5 years

65.31%

10 years

94.82%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

57% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 49

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

18% more funds holding

Funds holding: 166 [Q1] → 196 (+30) [Q2]

5% less capital invested

Capital invested by funds: $1.51B [Q1] → $1.45B (-$68.7M) [Q2]

184.31% less ownership

Funds ownership: 271.48% [Q1] → 87.18% (-184.31%) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Utilities AlphaDEX ETF (FXU) provides investors broad exposure to the Utilities/Infrastructure ETFs category of the market.

Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

FXU: The Utilities Sector Is Set For Growth

FXU offers indexed exposure to the utilities sector, outperforming many peers but with a higher expense ratio of 0.63%. Rising power demand from data centers and $1T+ sector capital investments may drive utilities growth and dividend potential. FXU provides consistent income, yielding 2.08% with three years of consecutive dividend growth, appealing for growth and income seekers.

FXU: The Utilities Sector Is Set For Growth

Zacks Investment Research

Defensive ETFs to Gain Attention Amid Soft Jobs Data?

Weaker July jobs data and sharp revisions fuel rate cut bets and shine a light on five defensive ETFs like QQLV.

Defensive ETFs to Gain Attention Amid Soft Jobs Data?

4 Unlikely ETFs Hit 52-Week Highs — The Market's Just Catching On To What They Know

Smart beta and active strategies helped four diverse ETFs outperform and hit 52-week highs amid shifting macro trends. From defensive utilities to innovation-driven tech, these ETFs are thriving by rejecting traditional market-cap indexing.

4 Unlikely ETFs Hit 52-Week Highs — The Market's Just Catching On To What They Know

Zacks Investment Research

Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?

If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the First Trust Utilities AlphaDEX ETF (FXU), a passively managed exchange traded fund launched on May 8, 2007.

Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?

Zacks Investment Research

Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

The First Trust Utilities AlphaDEX ETF (FXU) made its debut on 05/08/2007, and is a smart beta exchange traded fund that provides broad exposure to the Utilities/Infrastructure ETFs category of the market.

Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

Zacks Investment Research

Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?

Launched on 05/08/2007, the First Trust Utilities AlphaDEX ETF (FXU) is a passively managed exchange traded fund designed to provide a broad exposure to the Utilities - Broad segment of the equity market.

Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?

Zacks Investment Research

5 Factors to Play Defensive Now: ETFs in Focus

U.S. stocks saw mixed performance on Thursday as investors analyzed Walmart's WMT tariff-impacted earnings and assessed fresh data on retail sales and inflation to gauge the health of the economy. Moreover, the tech sector slumped on May 15.

5 Factors to Play Defensive Now: ETFs in Focus

Zacks Investment Research

S&P 500 Makes the Fastest Recovery Since 1982: 5 Best ETFs

The S&P 500 wipes out all its losses and returns to positive territory. We highlight the five best ETFs of this year.

S&P 500 Makes the Fastest Recovery Since 1982: 5 Best ETFs

Hoping For Gains? I'm Buying Quality Utilities For Steady Growth.

I prioritize quality utilities and ETFs with growing earnings and net worth for combined capital gains and income, rather than high-yielding income stocks with high expense ratios. The market in 2025 will continue to be volatile, with ongoing trade tensions and tariffs impacting consumer costs and market stability. FXU, an actively managed utility ETF, outperforms its low-expense counterparts, offering superior returns and strategic holdings.

Hoping For Gains? I'm Buying Quality Utilities For Steady Growth.

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