US electricity demand grew roughly flat for a decade. That ended once hyperscalers began signing twenty-year power purchase agreements to feed AI training clusters.
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.
The First Trust Utilities AlphaDEX Fund ETF is positioned to outperform peers and the S&P 500, leveraging a quantitative, rule-based strategy and quarterly rebalancing. FXU has delivered over 20% annual total return for two consecutive years and is expected to maintain this performance in 2026, supported by strong sector tailwinds. The ETF boasts a 2.16% dividend yield with a 15% three-year CAGR, outpacing XLU and FUTY, and benefits from robust dividend growth.
| XMEX Exchange | US Country |
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.
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.
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.