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First Trust Utilities AlphaDEX® ETF FXU

Medalist Rating as of | See First Trust Investment Hub

Morningstar’s Analysis FXU

Will FXU outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An upgrade in its Process Pillar rating is the primary driver of First Trust Utilities AlphaDEX ® ETF's upgrade to a Morningstar Medalist Rating of Silver from Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings FXU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

5.14 11.9 Mil
Utilities

OGE Energy Corp

4.18 9.7 Mil
Utilities

National Fuel Gas Co

4.14 9.5 Mil
Energy

Entergy Corp

4.10 9.5 Mil
Utilities

Consolidated Edison Inc

4.07 9.4 Mil
Utilities

Evergy Inc

4.04 9.3 Mil
Utilities

Avangrid Inc

3.95 9.1 Mil
Utilities

Clearway Energy Inc Class C

3.68 8.5 Mil
Utilities

Public Service Enterprise Group Inc

3.59 8.3 Mil
Utilities

PG&E Corp

3.47 8.0 Mil
Utilities