The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
First Trust Utilities AlphaDEX® ETF FXU
Morningstar’s Analysis FXU
Will FXU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Consolidated Edison Inc | 4.25 | 9.7 Mil | Utilities |
Entergy Corp | 4.22 | 9.6 Mil | Utilities |
Avangrid Inc | 4.21 | 9.6 Mil | Utilities |
National Fuel Gas Co | 4.16 | 9.5 Mil | Energy |
OGE Energy Corp | 4.11 | 9.4 Mil | Utilities |
Vistra Corp | 4.09 | 9.3 Mil | Utilities |
Evergy Inc | 4.07 | 9.3 Mil | Utilities |
Hawaiian Electric Industries Inc | 4.04 | 9.2 Mil | Utilities |
Xcel Energy Inc | 3.42 | 7.8 Mil | Utilities |
Clearway Energy Inc Class C | 3.41 | 7.8 Mil | Utilities |