FXU – First Trust Utilities AlphaDEX® Fund
First Trust Utilities AlphaDEX® Fund (FXU) is an Utilities ETF, issued by First Trust, $755M in assets, 0.60% expense ratio.
Returns as of Oct 23, 2026: 1 week +1.3%, 1 year +4.2%.
AlphaDEX® methodology selects utilities stocks from Russell 1000® Index, aiming to generate positive alpha relative to passive indices.
Top holdings
- EXC – Exelon Corporation, 4.4%
- UGI – UGI Corporation, 4.3%
- EIX – Edison International, 4.3%
- DUK – Duke Energy Corporation, 4.3%
- ED – Consolidated Edison Inc, 4.2%
- ES – Eversource Energy, 3.9%
- NFG – National Fuel Gas Company, 3.9%
- PCG – PG&E Corp, 3.9%
- PNW – Pinnacle West Capital Corp, 3.7%
- XEL – Xcel Energy Inc, 3.5%
- ATO – Atmos Energy Corporation, 3.5%
- PPL – PPL Corporation, 3.4%
- AEE – Ameren Corp, 3.3%
- EVRG – Evergy, Inc., 3.3%
- MDU – MDU Resources Group Inc, 3.3%
- OGE – OGE Energy Corporation, 3.2%
- CMS – CMS Energy Corporation, 2.6%
- CWEN – Clearway Energy Inc Class C, 2.6%
- DTE – DTE Energy Company, 2.5%
- AEP – American Electric Power Co Inc, 2.5%
- NI – NiSource Inc, 2.5%
- CLH – Clean Harbors Inc, 2.5%
- LNT – Alliant Energy Corp, 2.4%
- PEG – Public Service Enterprise Group Inc, 2.4%
- SO – Southern Company, 1.8%