Summary
FXU Chart
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
The First Trust Utilities AlphaDEX ETF (FXU) was launched on May 8, 2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.
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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.
First Trust Utilities AlphaDEX Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 550 | $24,998 | $26,664 | $1,666 | 6.66% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 145,797 | $7.19M | $7.01M | -$183,687.95 | -2.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,904 | $3.5M | $3.45M | -$44,342.33 | -1.27% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 65,156 | $2.74M | $3.17M | $430,203.18 | 15.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,250 | $821,432.5 | $888,592.5 | $67,160 | 8.18% |
First Trust Utilities AlphaDEX Fund (FXU) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
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Has First Trust Utilities AlphaDEX Fund ever had a stock split?
First Trust Utilities AlphaDEX Fund Profile
| ARCA Exchange | US Country |
Overview
The company operates an investment fund that focuses on selecting stocks from the utilities sector of the Russell 1000® Index. By adhering to a disciplined investment strategy, the fund aims to invest at least 90% of its net assets, including any investment borrowings, in securities that are part of the index it tracks. The index itself is modified and equal-dollar weighted, designed to identify and select stocks that have the potential to generate positive alpha, or excess returns, compared to traditional passive investment indices. This is achieved through the application of the AlphaDEX® selection methodology, a proprietary technique aimed at maximizing the fund’s performance potential.
Products and Services
- AlphaDEX® Selection Methodology
A sophisticated stock selection technique that aims to identify stocks from the Russell 1000® Index in the utilities sector, which are likely to outperform the market. This method combines fundamental analysis and quantitative techniques to objectively assess stocks, selecting those with the highest potential for positive alpha.
- Utilities Sector Investment Fund
A targeted investment solution focusing exclusively on the utilities sector within the Russell 1000® Index. By investing at least 90% of its net assets into securities that comprise the index, the fund seeks to capture the growth and income potential of companies operating in the utilities industry, leveraging the AlphaDEX® selection methodology for enhanced performance.
