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FXU

First Trust Utilities AlphaDEX Fund
1W: +0.7% 1M: +0.0% 3M: -2.8% YTD: +6.5% 1Y: +14.2% 3Y: +63.4% 5Y: +75.8%
$48.88
+0.39 (+0.80%)
 
Weekly Expected Move ±2.3%
$45 $46 $47 $48 $49
ETF AMEX · AUM $1.9B
Key Statistics
AUM$1.9B
Holdings41
Top 10 Wt0.0%
Volume169,372
Avg Volume385,940
Beta0.56
Portfolio Fundamentals
P/E21.3
P/B2.5
Div Yield2.87%
ROE12.1%
% Profitable95%
Inception2007-05-10
Sector Allocation
Utilities 0.0%
Industrials 0.0%
Energy 0.0%
Other 0.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Pinnacle West Capital Corporation PNW 0.00% $36.2M 366,845
2 Eversource Energy ES 0.00% $35.7M 533,484
3 UGI Corporation UGI 0.00% $34.5M 1,014,818
4 Edison International EIX 0.00% $34.1M 505,052
5 Consolidated Edison, Inc. ED 0.00% $33.6M 326,557
6 PG&E Corporation PCG 0.00% $33.3M 2,103,570
7 Public Service Enterprise Group Incorporated PEG 0.00% $20.7M 273,945
8 DTE Energy Company DTE 0.00% $21.0M 151,660
9 American Electric Power Company, Inc. AEP 0.00% $21.1M 169,177
10 Ameren Corporation AEE 0.00% $21.3M 201,744

Recent Holding Changes

Date Holding Change Details
2026-05-18 $USD New
2026-05-14 ED Changed 319339 → 326557
2026-05-14 EIX Changed 528434 → 505052
2026-05-14 ETR Changed 137256 → 65787
2026-05-14 AES Changed 1327055 → 2098493

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