First Trust Utilities AlphaDEX Fund
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
580% more capital invested
Capital invested by funds: $223M [Q4 2024] → $1.51B (+$1.29B) [Q1 2025]
300% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 11
206.53% more ownership
Funds ownership: 64.95% [Q4 2024] → 271.49% (+206.53%) [Q1 2025]
200% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 3 (+2) [Q1 2025]
46% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 39
20% more funds holding
Funds holding: 138 [Q4 2024] → 166 (+28) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for FXU.
Financial journalist opinion
Neutral
Zacks Investment Research
2 weeks ago
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.
Neutral
Zacks Investment Research
4 weeks ago
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.
Positive
Zacks Investment Research
1 month ago
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.
Positive
Seeking Alpha
1 month ago
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.
Positive
Zacks Investment Research
1 month ago
Utilities ETF (FXU) Hits New 52-Week High
For investors seeking momentum, First Trust Utilities AlphaDEX Fund FXU is probably on the radar. The fund just hit a 52-week high and is up 26% from its 52-week low price of $32.67/share.
Neutral
Zacks Investment Research
1 month ago
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.
Positive
Seeking Alpha
1 month ago
FXU: Utilities Dashboard For April
This article provides a top-down analysis of the utilities sector, focusing on value, quality and momentum metrics. Water utilities are undervalued by 13% based on the 11-year averages, while gas, electric, and multi utilities show moderate overvaluation. Among utilities ETFS, FXU is more diversified than XLU but shows no significant difference in historical returns and risk-adjusted performance.
Neutral
Zacks Investment Research
2 months ago
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
The First Trust Utilities AlphaDEX ETF (FXU) was launched on 05/08/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.
Neutral
Zacks Investment Research
4 months ago
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
The First Trust Utilities AlphaDEX ETF (FXU) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Utilities/Infrastructure ETFs category of the market.
Neutral
Zacks Investment Research
4 months ago
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 05/08/2007.
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