| Indicators | Browse All

First Trust Utilities AlphaDEX Fund (FXU)

Utilities | Exchange Traded Fund | NYSEArca
47.34 USD -0.47 (-0.983%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 47.34

Short-term:★★⯪☆☆Long-term:★★★★☆Dividends:★★★☆☆
Hot Take | Aug. 22, 2026, 5:21 a.m. EDT

The long-term investment case remains robust, driven by a powerful nine-year price trajectory that is up nearly 70% with no recent annual declines. This fund has successfully navigated utility sector headwinds, delivering six positive years versus three negative ones, culminating in a massive 25% gain last year. While the trailing PE of 16.5 suggests the market is pricing in some moderation, the underlying business quality and growth trajectory justify a solid buy-and-hold stance. However, the short-term outlook is muted; the asset is trading slightly below its 50-day moving average, and the recent price action shows a lack of immediate momentum. The statistical forecast offers only a marginal upward lean, confirming that while the business is excellent, the immediate price engine is cooling off. For income investors, the 2.2% yield is stable but modest, offering inflation protection rather than aggressive growth.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.017940
AutoETS0.018552
AutoTheta0.024641
AutoARIMA0.031676

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 56%
H-stat 20.03
Ljung-Box p 0.000
Jarque-Bera p 0.233
Excess Kurtosis -1.20
Attribute Value
Trailing P/E 16.41

As of Aug. 22, 2026, 5:21 a.m. EDT: Options activity is virtually dormant with negligible open interest and volume across strikes. Implied volatility is flat at 66%, indicating a lack of speculative positioning or anticipated catalysts in the near term.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.44% 2.29% 2.51% 2.36%
Dividend History
Date Dividend Yield %
2026-06-25 0.217 0.436708
2026-03-26 0.229 0.468207
2025-12-12 0.344 0.768543
2025-09-25 0.274 0.618231
2025-06-26 0.202 0.479014
2025-03-27 0.211 0.523963
2024-12-13 0.265 0.687419
2024-09-26 0.257 0.677028
2024-06-27 0.215 0.646617
2024-03-21 0.176 0.555380
2023-12-22 0.254 0.809691
2023-09-22 0.261 0.863666
2023-06-27 0.141 0.442422
2023-03-24 0.144 0.457870
2022-12-23 0.276 0.823881
2022-09-23 0.163 0.492001
2022-06-24 0.108 0.339089
2022-03-25 0.127 0.381496
2021-12-23 0.238 0.746082
2021-09-23 0.182 0.605254
2021-06-24 0.165 0.551655
2021-03-25 0.067 0.226811
2020-12-24 0.242 0.874593
2020-09-24 0.246 0.957944
2020-06-25 0.459 1.809223
2020-03-26 0.179 0.726166
2019-12-13 0.176 0.616031
2019-09-25 0.275 0.925303
2019-06-14 0.080 0.276817
2019-03-21 0.152 0.532399
2018-12-18 0.233 0.847581
2018-09-14 0.092 0.327169
2018-06-21 0.188 0.734662
2018-03-22 0.129 0.516620
2017-12-21 0.463 1.796663
2017-09-21 0.169 0.618594
2017-06-22 0.200 0.720981
2017-03-23 0.160 0.587156
2016-12-21 0.251 0.938669
2016-09-21 0.157 0.594922
2016-06-22 0.168 0.645409
2016-03-23 0.124 0.489345
2015-12-23 0.254 1.126386
2015-09-23 0.168 0.761214
2015-06-24 0.181 0.807675
2015-03-25 0.270 1.149425
2014-12-23 0.187 0.756473
2014-09-23 0.192 0.842475
2014-06-24 0.078 0.333333
2014-03-25 0.074 0.339761
2013-12-18 0.171 0.852018
2013-09-20 0.276 1.391129
2013-06-21 0.270 1.418067
2013-03-21 0.121 0.637513
2012-12-21 0.246 1.349424
2012-06-21 0.309 1.803853
2011-12-21 0.155 0.876201
2011-06-21 0.174 0.968820
2010-12-21 0.211 1.278788
2010-06-22 0.233 1.556446
2009-12-22 0.145 0.933677
2009-06-23 0.292 2.310127
2008-12-23 0.183 1.476998
2008-06-23 0.110 0.656325
2007-12-21 0.800 4.321988
Additional Data
dividendYield 2.2

Info Dump

Attribute Value
All Time High 51.62
All Time Low 6.26
Ask 47.77
Ask Size 400
Average Daily Volume10 Day 229,900
Average Daily Volume3 Month 264,496
Average Volume 264,496
Average Volume10Days 229,900
Beta3 Year 0.48
Bid 46.85
Bid Size 700
Category Utilities
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 48.035
Day Low 47.185
Dividend Yield 2.2
Eps Trailing Twelve Months 2.8845925
Esg Populated 0
Exchange PCX
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 48.9586
Fifty Day Average Change -1.6185989
Fifty Day Average Change Percent -0.033060566
Fifty Two Week Change Percent 7.6398373
Fifty Two Week High 51.62
Fifty Two Week High Change -4.279999
Fifty Two Week High Change Percent -0.08291358
Fifty Two Week Low 43.19
Fifty Two Week Low Change 4.1500015
Fifty Two Week Low Change Percent 0.0960871
Fifty Two Week Range 43.19 - 51.62
First Trade Date Milliseconds 1,178,803,800,000
Five Year Average Return 0.1115347
Full Exchange Name NYSEArca
Fullday Change -0.47000122
Fullday Change Percent -0.9830604
Fullday Price 47.34
Fund Family First Trust
Fund Inception Date 1,178,582,400
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary 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.
Long Name First Trust Utilities AlphaDEX Fund
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_34336517
Nav Price 47.79
Net Assets 831,019,650.0
Net Expense Ratio 0.61
Open 48.01
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 47.34
Post Market Time 1,787,959,805
Previous Close 47.81
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.470001
Regular Market Change Percent -0.98306
Regular Market Day High 48.035
Regular Market Day Low 47.185
Regular Market Day Range 47.185 - 48.035
Regular Market Open 48.01
Regular Market Previous Close 47.81
Regular Market Price 47.34
Regular Market Time 1,787,947,200
Regular Market Volume 223,111
Short Name First Trust Utilities AlphaDEX
Source Interval 15
Symbol FXU
Three Year Average Return 0.1917268
Total Assets 831,019,648
Tradeable 0
Trailing P E 16.41133
Trailing Peg Ratio None
Trailing Three Month Nav Returns -2.1281
Trailing Three Month Returns -2.1281
Triggerable 1
Two Hundred Day Average 48.1175
Two Hundred Day Average Change -0.77750015
Two Hundred Day Average Change Percent -0.016158365
Type Disp ETF
Volume 223,111
Yield 0.022
Ytd Return 8.68958