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FXN

First Trust Energy AlphaDEX Fund
1W: +1.4% 1M: +4.6% 3M: +11.1% YTD: +31.4% 1Y: +50.1% 3Y: +63.7% 5Y: +133.7%
$22.32
+0.17 (+0.77%)
 
Weekly Expected Move ±3.6%
$21 $21 $22 $23 $24
ETF AMEX · AUM $334.1M
Key Statistics
AUM$334M
Holdings38
Top 10 Wt0.0%
Volume430,686
Avg Volume1,499,603
Beta0.19
Portfolio Fundamentals
P/E22.4
P/B2.5
Div Yield2.11%
ROE11.6%
% Profitable87%
Inception2007-05-10
Sector Allocation
Energy 0.0%
Other 0.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 DT Midstream, Inc. DTM 0.00% $12.0M 79,945
2 Marathon Petroleum Corporation MPC 0.00% $26.2M 100,761
3 Exxon Mobil Corporation XOM 0.00% $22.8M 144,968
4 Occidental Petroleum Corporation OXY 0.00% $22.4M 378,480
5 Enphase Energy, Inc. ENPH 0.00% $15.2M 284,643
6 ConocoPhillips COP 0.00% $30.1M 244,590
7 Valero Energy Corporation VLO 0.00% $11.1M 43,562
8 SLB Ltd. SLB 0.00% $36.2M 628,246
9 Antero Resources Corporation AR 0.00% $44.3M 1,159,270
10 EQT Corporation EQT 0.00% $45.0M 773,045

Recent Holding Changes

Date Holding Change Details
2026-05-18 $USD New
2026-05-14 CVX Changed 52948 → 118928
2026-05-14 EQT Changed 175642 → 773045
2026-05-14 OVV Changed 205891 → 1035986
2026-05-14 KMI Changed 171231 → 733645

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms