Summary
FXU Chart
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the First Trust Utilities AlphaDEX ETF (FXU), a passively managed exchange traded fund launched on May 8, 2007.
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
Launched on 05/08/2007, the First Trust Utilities AlphaDEX ETF (FXU) is a smart beta exchange traded fund offering broad exposure to the Utilities/Infrastructure ETFs category of the market.
FXU: The Right Fund From A Beaten Down Sector
The First Trust Utilities AlphaDEX Fund ETF is rated buy, positioned as the best way to capture a potential utilities sector rebound. FXU's unique growth and value screening has consistently outperformed traditional utility ETFs and indices over multiple timeframes, despite a higher expense ratio. The ETF's diversified, non-market-cap-weighted portfolio offers more attractive valuation metrics and higher historical earnings growth than its peers.
First Trust Utilities AlphaDEX Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 550 | $24,998 | $25,415.5 | $417.5 | 1.67% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 145,797 | $7.19M | $6.74M | -$456,328.63 | -6.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71,904 | $3.5M | $3.32M | -$173,769.53 | -4.97% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 27,060 | $1.14M | $1.27M | $130,860.53 | 11.51% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 22,268 | $726,308.63 | $1.03M | $300,246.17 | 41.34% |
First Trust Utilities AlphaDEX Fund (FXU) FAQ
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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.
Contact Information
