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Holdings (Monthly) Guide ↗

First Trust Utilities AlphaDEX Fund

· First Trust Exchange-Traded AlphaDEX Fund
Monthly Holdings $832M AUM 28 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 UGI CORP UGI Jan 2026 1,019,952 -3,371 $36.8M -0.2% 4.43% EC
2 PG&E CORP PCG Jan 2026 2,094,471 -26,727 $36.4M +3.3% 4.38% EC
3 EVERSOURCE ENERGY ES Jan 2026 487,463 -50,491 $34.9M -8.2% 4.20% EC
4 EDISON INTERNATIONAL EIX Jan 2026 473,195 -36,090 $34.7M -1.9% 4.18% EC
5 CONSOLIDATED EDISON INC ED Jan 2026 318,437 -10,856 $34.7M -5.6% 4.17% EC
6 EXELON CORP EXC Jan 2026 755,663 -4,628 $34.6M -1.0% 4.17% EC
7 ESSENTIAL UTILITIES INC WTRG Jan 2026 735,665 -4,726 $29.3M +3.7% 3.53% EC
8 DUKE ENERGY CORP DUK Jan 2026 222,651 -5,053 $27.9M -5.3% 3.36% EC
9 OGE ENERGY CORP OGE Jan 2026 579,191 -42,485 $27.4M -9.6% 3.30% EC
10 EVERGY INC EVRG Jan 2026 326,085 -37,874 $27.1M -10.2% 3.26% EC
11 PINNACLE WEST CAPITAL CORP PNW Jan 2026 263,396 -106,524 $26.6M -30.7% 3.20% EC
12 MDU RESOURCES GROUP INC MDU Jan 2026 1,328,771 -110,204 $26.5M -18.2% 3.19% EC
13 DOMINION ENERGY INC D Jan 2026 309,521 -172,775 $21.4M -31.2% 2.58% EC
14 XCEL ENERGY INC XEL Jan 2026 263,227 -18,264 $20.6M -11.8% 2.48% EC
15 AMEREN CORP AEE Jan 2026 186,989 -16,447 $20.5M -11.4% 2.47% EC
16 PUBLIC SERVICE ENTERPRISE GROUP INC PEG Jan 2026 260,439 -15,801 $20.0M -11.5% 2.40% EC
17 AMERICAN ELECTRIC POWER COMPANY INC AEP Jan 2026 154,498 -16,098 $19.8M -15.6% 2.38% EC
18 AMERICAN WATER WORKS COMPANY INC AWK Jan 2026 107,094 -2,450 $14.4M +2.1% 1.73% EC
19 CENTERPOINT ENERGY INC CNP Jan 2026 319,974 -25,433 $13.5M -10.8% 1.62% EC
20 DTE ENERGY COMPANY DTE Jan 2026 92,486 -60,446 $13.1M -43.4% 1.58% EC
21 CLEARWAY ENERGY INC CWEN Jan 2026 412,277 -156,867 $13.1M -43.1% 1.57% EC
22 ALLIANT ENERGY CORP LNT Jan 2026 184,716 -23,029 $13.1M -14.3% 1.57% EC
23 CLEAN HARBORS INC CLH Jan 2026 23,587 -2,409 $7.4M -9.2% 0.89% EC
24 REPUBLIC SERVICES INC RSG Jan 2026 33,062 -971 $7.0M -2.2% 0.84% EC
25 SEMPRA SRE Jan 2026 76,002 -708 $6.7M -7.8% 0.81% EC
26 IDACORP INC IDA Jan 2026 46,571 -57,701 $6.7M -56.8% 0.80% EC
27 ENTERGY CORP ETR Jan 2026 61,344 -4,995 $6.6M -15.6% 0.79% EC
28 MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS MISXX Jan 2026 1,065,740 -264,102 $1.1M -19.9% 0.13% STIV