Utilities AlphaDEX Fund Posts 25.7% Gain with 2.06% Dividend Yield
First Trust Utilities AlphaDEX Fund delivered a 25.7% return over the past year while offering a 2.06% dividend yield. The ETF holds 42 utility stocks using an AlphaDEX growth and value selection approach and allocates its largest position, Edison International, at 4.6%.
1. Performance and Yield
First Trust Utilities AlphaDEX Fund returned 25.7% over the past 12 months and distributes a 2.06% annual dividend, reflecting strong total returns in the utility sector.
2. Portfolio Structure
The ETF comprises 42 utility stocks, with the top holding, Edison International, representing 4.6% of assets and the next five holdings each above 4%, creating a balanced concentration among sector heavyweights.
3. Selection Methodology
FXU employs the AlphaDEX approach, selecting and weighting holdings based on growth and value metrics rather than market capitalization to target potential outperformers within the utilities universe.
4. Sector Demand Impact
Rapid growth in data center power needs—from 460 TWh in 2024 to over 1,000 TWh by 2030—alongside 23.1% sector earnings growth in Q3 2025 underpins long-term demand and upside potential for utility-focused ETFs like FXU.