Should You Invest in the First Trust Utilities AlphaDEX ETF (FXU)?

The First Trust Utilities AlphaDEX ETF (FXU) was launched on May 8, 2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.

Zacks Investment Research • Dec 3, 2025

FXU: Quant Utilities Stock Portfolio Is Exploiting Market Trends And Beating Peers, Strong Buy

First Trust Utilities AlphaDEX® Fund ETF is rated a strong buy due to its strong 2025 performance and AlphaDEX stock selection methodology. FXU outperformed traditional utilities ETFs and the S&P 500, with a 23% YTD price rally and 25% total returns, driven by robust portfolio holdings. FXU trades at attractive valuations, offers a higher dividend CAGR, strong liquidity, and lower risk compared to peers like XLU and FUTY.

Seeking Alpha • Nov 19, 2025

Is First Trust Utilities AlphaDEX ETF (FXU) a Strong ETF Right Now?

A smart beta exchange traded fund, the First Trust Utilities AlphaDEX ETF (FXU) debuted on 05/08/2007, and offers broad exposure to the Utilities/Infrastructure ETFs category of the market.

Zacks Investment Research • Oct 24, 2025

FXU: The Utilities Sector Is Set For Growth

FXU offers indexed exposure to the utilities sector, outperforming many peers but with a higher expense ratio of 0.63%. Rising power demand from data centers and $1T+ sector capital investments may drive utilities growth and dividend potential. FXU provides consistent income, yielding 2.08% with three years of consecutive dividend growth, appealing for growth and income seekers.

Seeking Alpha • Aug 10, 2025

Defensive ETFs to Gain Attention Amid Soft Jobs Data?

Weaker July jobs data and sharp revisions fuel rate cut bets and shine a light on five defensive ETFs like QQLV.

Zacks Investment Research • Aug 4, 2025

4 Unlikely ETFs Hit 52-Week Highs — The Market's Just Catching On To What They Know

Smart beta and active strategies helped four diverse ETFs outperform and hit 52-week highs amid shifting macro trends. From defensive utilities to innovation-driven tech, these ETFs are thriving by rejecting traditional market-cap indexing.

Benzinga • Jul 31, 2025

5 Factors to Play Defensive Now: ETFs in Focus

U.S. stocks saw mixed performance on Thursday as investors analyzed Walmart's WMT tariff-impacted earnings and assessed fresh data on retail sales and inflation to gauge the health of the economy. Moreover, the tech sector slumped on May 15.

Zacks Investment Research • May 16, 2025

S&P 500 Makes the Fastest Recovery Since 1982: 5 Best ETFs

The S&P 500 wipes out all its losses and returns to positive territory. We highlight the five best ETFs of this year.

Zacks Investment Research • May 14, 2025

Hoping For Gains? I'm Buying Quality Utilities For Steady Growth.

I prioritize quality utilities and ETFs with growing earnings and net worth for combined capital gains and income, rather than high-yielding income stocks with high expense ratios. The market in 2025 will continue to be volatile, with ongoing trade tensions and tariffs impacting consumer costs and market stability. FXU, an actively managed utility ETF, outperforms its low-expense counterparts, offering superior returns and strategic holdings.

Seeking Alpha • May 13, 2025

Utilities ETF (FXU) Hits New 52-Week High

For investors seeking momentum, First Trust Utilities AlphaDEX Fund FXU is probably on the radar. The fund just hit a 52-week high and is up 26% from its 52-week low price of $32.67/share.

Zacks Investment Research • May 2, 2025