FXU ETF Analysis: Utilities AlphaDEX Fund | NYSE
Utilities | NYSE, USA | Market Cap: 751m USD | 12M Return: 1.6% | US33734X1845 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 8.70M
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The First Trust Utilities AlphaDEX® Fund (FXU) is an exchange-traded fund that seeks to track a modified equal-dollar weighted index composed of utilities stocks selected from the Russell 1000® Index. The fund commits at least 90% of its net assets to the securities in its underlying index, using First Trusts proprietary AlphaDEX® methodology-a quantitative, rules-based stock selection approach designed to identify holdings that may outperform traditional market-cap-weighted benchmarks. The fund launched on May 8, 2007, and falls within the small-cap ETF category with approximately $836 million in assets under management.
The utilities sector, in which FXU invests, includes companies that provide essential infrastructure services such as electricity generation and distribution, natural gas transmission and distribution, and water utilities. These businesses are generally characterized by regulated revenue streams and lower volatility relative to broader equity markets, which often makes utilities-focused ETFs appealing to income-oriented and risk-averse investors.
- AI data center buildout lifts utility electricity demand forecasts
- Federal Reserve rate path narrows utility bond yield premium
- State regulators approve higher power rate increases for utilities
- Natural gas prices decline, improving utility generation margins
As of September 27, 2026, the stock is trading at USD 43.95 with a total of 192,529 shares traded. Over the past week, the price has changed by -2.66%, over one month by -7.67%, over three months by -10.89% and over the past year by +1.60%.
Current recommended Stop Loss: 43.10 (which is 1.9% or 1.4 ATR below the current price).
Utilities AlphaDEX Fund has no consensus analysts rating.