Morningstar

First Trust Utilities AlphaDEX® Fund FXU

Medalist Rating as of Sep 30, 2026 See First Trust Investment Hub

Strategy

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant® Utilities Index. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FXU	First Trust Utilities AlphaDEX® Fund	ETF	Open	—		May 8, 2007	—	0.610%	—	—	—
FXU	First Trust Utilities AlphaDEX® Fund	ETF	Open			May 8, 2007	$766.55M	0.610%	—	—	−$1.06B

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