NYSEArca - Nasdaq Real Time Price USD

First Trust Utilities AlphaDEX Fund (FXU)

41.92
+0.15
+(0.35%)
As of 2:12:47 PM EDT. Market Open.
Loading Chart for FXU
  • Previous Close 41.77
  • Open 41.76
  • Bid 41.96 x 800
  • Ask 41.99 x 1100
  • Day's Range 41.57 - 42.19
  • 52 Week Range 32.67 - 42.19
  • Volume 63,501
  • Avg. Volume 1,107,128
  • Net Assets 1.51B
  • NAV 41.80
  • PE Ratio (TTM) 17.70
  • Yield 2.30%
  • YTD Daily Total Return 11.00%
  • Beta (5Y Monthly) 0.84
  • Expense Ratio (net) 0.63%

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000® Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX® selection methodology.

First Trust

Fund Family

Utilities

Fund Category

1.51B

Net Assets

2007-05-08

Inception Date

Performance Overview: FXU

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Trailing returns as of 5/6/2025. Category is Utilities.

YTD Return

FXU
11.00%
Category
5.18%
 

1-Year Return

FXU
27.46%
Category
23.06%
 

3-Year Return

FXU
10.18%
Category
7.55%
 

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Holdings: FXU

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Sector Weightings

SectorFXU
Utilities   94.07%
Industrials   5.93%
Real Estate   0.00%
Technology   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FXU

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Research Reports: FXU

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