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Holdings (Monthly) Guide ↗

First Trust Utilities AlphaDEX Fund

· First Trust Exchange-Traded AlphaDEX Fund
Monthly Holdings $832M AUM 45 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 4 New 10 Added 28 Reduced 3 Exited · Jul 2026 vs Apr 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NATIONAL FUEL GAS COMPANY NFG Jan 2026 456,273 +59,621 $37.6M +12.2% 4.52% EC
2 UGI CORP UGI Jan 2026 1,019,952 -3,371 $36.8M -0.2% 4.43% EC
3 PG&E CORP PCG Jan 2026 2,094,471 -26,727 $36.4M +3.3% 4.38% EC
4 AES CORP (THE) AES Jan 2026 2,403,072 +286,993 $35.3M +15.4% 4.25% EC
5 EVERSOURCE ENERGY ES Jan 2026 487,463 -50,491 $34.9M -8.2% 4.20% EC
6 EDISON INTERNATIONAL EIX Jan 2026 473,195 -36,090 $34.7M -1.9% 4.18% EC
7 CONSOLIDATED EDISON INC ED Jan 2026 318,437 -10,856 $34.7M -5.6% 4.17% EC
8 EXELON CORP EXC Jan 2026 755,663 -4,628 $34.6M -1.0% 4.17% EC
9 ESSENTIAL UTILITIES INC WTRG Jan 2026 735,665 -4,726 $29.3M +3.7% 3.53% EC
10 DUKE ENERGY CORP DUK Jan 2026 222,651 -5,053 $27.9M -5.3% 3.36% EC
11 OGE ENERGY CORP OGE Jan 2026 579,191 -42,485 $27.4M -9.6% 3.30% EC
12 PPL CORP PPL Jan 2026 775,325 +189,941 $27.3M +24.6% 3.29% EC
13 EVERGY INC EVRG Jan 2026 326,085 -37,874 $27.1M -10.2% 3.26% EC
14 PINNACLE WEST CAPITAL CORP PNW Jan 2026 263,396 -106,524 $26.6M -30.7% 3.20% EC
15 MDU RESOURCES GROUP INC MDU Jan 2026 1,328,771 -110,204 $26.5M -18.2% 3.19% EC
16 TALEN ENERGY CORP TLN Jul 2026 73,345 NEW $24.5M 2.95% EC
17 DOMINION ENERGY INC D Jan 2026 309,521 -172,775 $21.4M -31.2% 2.58% EC
18 ATMOS ENERGY CORP ATO Jan 2026 122,702 +41,997 $21.2M +38.3% 2.55% EC
19 XCEL ENERGY INC XEL Jan 2026 263,227 -18,264 $20.6M -11.8% 2.48% EC
20 AMEREN CORP AEE Jan 2026 186,989 -16,447 $20.5M -11.4% 2.47% EC
21 PUBLIC SERVICE ENTERPRISE GROUP INC PEG Jan 2026 260,439 -15,801 $20.0M -11.5% 2.40% EC
22 CMS ENERGY CORP CMS Jan 2026 276,310 +84,150 $19.9M +34.9% 2.39% EC
23 AMERICAN ELECTRIC POWER COMPANY INC AEP Jan 2026 154,498 -16,098 $19.8M -15.6% 2.38% EC
24 NISOURCE INC NI Jan 2026 444,531 +125,033 $19.8M +28.0% 2.38% EC
25 AMERICAN WATER WORKS COMPANY INC AWK Jan 2026 107,094 -2,450 $14.4M +2.1% 1.73% EC
26 FIRSTENERGY CORP FE Jan 2026 296,415 +2,144 $14.3M +2.4% 1.72% EC
27 SOUTHERN COMPANY (THE) SO Jan 2026 147,230 +70,003 $13.9M +86.4% 1.67% EC
28 CENTERPOINT ENERGY INC CNP Jan 2026 319,974 -25,433 $13.5M -10.8% 1.62% EC
29 WEC ENERGY GROUP INC WEC Jan 2026 120,680 +56,295 $13.2M +73.9% 1.59% EC
30 DTE ENERGY COMPANY DTE Jan 2026 92,486 -60,446 $13.1M -43.4% 1.58% EC
31 CLEARWAY ENERGY INC CWEN Jan 2026 412,277 -156,867 $13.1M -43.1% 1.57% EC
32 ALLIANT ENERGY CORP LNT Jan 2026 184,716 -23,029 $13.1M -14.3% 1.57% EC
33 GFL ENVIRONMENTAL INC GFL Jul 2026 191,511 NEW $7.9M 0.95% EC
34 CONSTELLATION ENERGY CORP CEG Jul 2026 28,371 NEW $7.5M 0.90% EC
35 CLEAN HARBORS INC CLH Jan 2026 23,587 -2,409 $7.4M -9.2% 0.89% EC
36 NEXTERA ENERGY INC NEE Jan 2026 80,276 +23 $7.0M -11.2% 0.84% EC
37 REPUBLIC SERVICES INC RSG Jan 2026 33,062 -971 $7.0M -2.2% 0.84% EC
38 SEMPRA SRE Jan 2026 76,002 -708 $6.7M -7.8% 0.81% EC
39 IDACORP INC IDA Jan 2026 46,571 -57,701 $6.7M -56.8% 0.80% EC
40 ENTERGY CORP ETR Jan 2026 61,344 -4,995 $6.6M -15.6% 0.79% EC
41 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MISXX Jan 2026 1,065,740 -264,102 $1.1M -19.9% 0.13% STIV
42 DAIWA CAPITAL MARKETS AMERICA INC. 000000000 Jul 2026 2,158 NEW $2K 0.00% RA
NRG ENERGY INC 629377508 204,021 SOLD $31.7M
WASTE MANAGEMENT INC 94106L109 97,313 SOLD $22.6M
VISTRA CORP 92840M102 49,584 SOLD $7.8M