First Trust Utilities AlphaDEX FundFXU
FXU
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
13% more funds holding
Funds holding: 119 [Q3] → 135 (+16) [Q4]
2% more capital invested
Capital invested by funds: $216M [Q3] → $221M (+$4.65M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0.05% less ownership
Funds ownership: 70.8% [Q3] → 70.75% (-0.05%) [Q4]
27% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 45
Research analyst outlook
We haven’t received any recent analyst ratings for FXU.
Financial journalist opinion
Based on 3 articles about FXU published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
The First Trust Utilities AlphaDEX ETF (FXU) made its debut on 05/08/2007, and is a smart beta exchange traded fund that provides broad exposure to the Utilities/Infrastructure ETFs category of the market.
Positive
Seeking Alpha
2 days ago
FXU: Utilities Dashboard For April
This article provides a top-down analysis of the utilities sector, focusing on value, quality and momentum metrics. Water utilities are undervalued by 13% based on the 11-year averages, while gas, electric, and multi utilities show moderate overvaluation. Among utilities ETFS, FXU is more diversified than XLU but shows no significant difference in historical returns and risk-adjusted performance.
Neutral
Zacks Investment Research
3 weeks ago
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
The First Trust Utilities AlphaDEX ETF (FXU) was launched on 05/08/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.
Neutral
Zacks Investment Research
2 months ago
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.
Neutral
Zacks Investment Research
2 months ago
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the First Trust Utilities AlphaDEX ETF (FXU), a passively managed exchange traded fund launched on 05/08/2007.
Neutral
Zacks Investment Research
4 months ago
Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?
The First Trust Utilities AlphaDEX ETF (FXU) made its debut on 05/08/2007, and is a smart beta exchange traded fund that provides broad exposure to the Utilities/Infrastructure ETFs category of the market.
Neutral
Zacks Investment Research
4 months ago
Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?
The First Trust Utilities AlphaDEX ETF (FXU) was launched on 05/08/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.
Positive
Zacks Investment Research
4 months ago
Utilities ETF (FXU) Hits New 52-Week High
For investors seeking momentum, First Trust Utilities AlphaDEX ETF FXU is probably on the radar. The fund just hit a 52-week high and is up 34.69% from its 52-week low price of $29.29/share.
Negative
Seeking Alpha
6 months ago
FXU: Utilities Dashboard For October
An industry analysis in the utilities sector focusing on value and quality scores is provided. Electric and multi utilities are overvalued by 13% relative to 11-year averages, while gas and water utilities are only marginally overvalued. FXU is more diversified than XLU but has high fees and an unconvincing track record.
Neutral
Zacks Investment Research
6 months ago
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.
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