The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

Pinnacle West Capital Corp. is a holding company, which engages in providing energy and energy-related products. It offers regulated retail and wholesale electricity businesses and related activities, such as electricity generation, transmission and distribution through its subsidiary, Arizona Public Service Co. The company was founded on February 20, 1985, and is headquartered in Phoenix, AZ.

Pinnacle West

UGI Corp. is a holding company, which engages in the distribution and marketing of energy products and services. It operates through the following segments: AmeriGas Propane, UGI International, Midstream and Marketing, and Utilities. The AmeriGas Propane segment consists of the propane distribution business of AmeriGas Partners, L.P. The UGI International segment conducts a liquefied petroleum gas distribution business in the United Kingdom and central, northern, and eastern Europe. The Midstream and Marketing segment involves the businesses of Energy Services, LLC and its subsidiaries, and the heating, ventilation, air-conditioning, refrigeration, and electrical contracting businesses in the Mid-Atlantic region. The Utilities segment includes the natural gas distribution utility business directly and through its wholly owned subsidiaries, UGI Penn Natural Gas, Inc. and UGI Central Penn Gas, Inc. The company was founded on June 1, 1982, and is headquartered in King of Prussia, PA.

UGI Corp

NRG Energy, Inc. engages in the production, sale, and distribution of energy and energy services. It operates through the following segments: Generation, Retail, and Corporate. The Generation segment includes all power plant activities, domestic and international, as well as renewables. The Retail segment includes mass customers and business solutions, and other distributed and reliability products. The Corporate segment includes residential solar and electric vehicle services. The company was founded in 1989 and is headquartered in Houston, TX.

NRG Energy

OGE Energy Corp. is a holding company with investments in energy and energy service providers, offering physical delivery and related services for electricity in Oklahoma and western Arkansas and natural gas, crude oil and NGLs across the U.S. OGE Energy conducts these activities through two business segments: Electric Utility and Natural Gas Midstream Operations. The Electric Utility segment operations are conducted through OG&E, which generates, transmits, distributes, and sells electric energy in Oklahoma and western Arkansas. OG&E’s rates are subject to regulation by the OCC, the APSC, and the FERC. OG&E was incorporated in 1902 under the laws of the Oklahoma Territory and is a wholly owned subsidiary of OGE Energy. OG&E is an electric utility with franchised service territory in Oklahoma, as well as Fort Smith, Arkansas, and the surrounding communities. OG&E sold its retail natural gas business in 1928 and is no longer engaged in the natural gas distribution business. The Natural Gas Midstream Operations segment represents OGE Energy's investment in Energy Transfer's equity securities. The investment in Energy Transfer's equity securities is held through wholly owned subsidiaries and ultimately OGE Holdings. OGE Energy intends to exit the midstream segment prudently. The company was founded in August 1995 and is headquartered in Oklahoma City, OK.

OGE Energy

National Fuel Gas Co. is a holding company, which engages in the production, gathering, transportation, storage, and distribution of natural gas. It operates through the following segments: Exploration and Production, Pipeline and Storage, Gathering, and Utility. The Exploration and Production segment seeks to discover and produce raw materials. The Pipeline and Storage segment transports and stores natural gas for utilities, natural gas marketers, exploration and production companies, and pipeline companies in the northeastern United States markets. The Gathering segment processes and transports natural gas. The Utility segment sells natural gas to retail customers and provides natural gas transportation services. The company was founded on December 8, 1902 and is headquartered in Williamsville, NY.

National Fuel Gas

Waste Management, Inc. is a holding company, which engages in the provision of waste management environmental services. It operates through the following segments: Tier 1, Tier 2, and Tier 3. The Tier 1 segment consists of areas in the Southern United States. The Tier 2 segment consists of areas located in the Midwest and Northeast United States. The Tier 3 segment consists of all remaining areas, including the Northwest and Mid-Atlantic regions of the United States and Eastern Canada. The company was founded on September 30, 1987 and is headquartered in Houston, TX.

Waste Management

Republic Services, Inc. engages in the provision of services in the domestic non-hazardous solid waste industry. It provides integrated waste management services, which offers non-hazardous solid waste collection, transfer, recycling, disposal and energy services. The firm operates through the following segments: Group 1, Group 2, and Corporate Entities & Other. The Group 1 segment consists of geographic areas located in western United States. The Group 2 segment consists of geographic areas located in the southeastern and mid-western and the eastern seaboard of the United States. The Corporate Entities and Other segment includes legal, tax, treasury, information technology, risk management, human resources, closed landfills, environmental solutions, and other administrative functions. The company was founded in 1996 and is headquartered in Phoenix, AZ.

Republic Services

PG&E Corp. is a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar and sustainability. The company was founded in 1995 and is headquartered in San Francisco, CA.

PG&E

Entergy Corp. is a holding company, which engages in electric power generation and distribution. It operates through the following segments: Utility and Entergy Wholesale Commodities. The Utility segment includes the generation, transmission, distribution, and sale of electric power and the operations of a natural gas distribution business. The Entergy Wholesale Commodities segment owns, operates, and decommissions nuclear power plants and sells electric power. The company was founded by Harvey Couch on November 13, 1913, and is headquartered in New Orleans, LA.

Entergy

This sector includes electric, gas and water utilities.

Utilities

This sector includes companies that manufacture machinery, hand-held tools, and industrial products. It includes aerospace and defense firms as well as transportation services.

Industrials

This sector includes companies that produce or refine oil and gas, oilfield-services and equipment, pipeline operators and/or companies that mine thermal coal and uranium.

Energy

This sector includes companies engaged in the design, development, and support of computer operating systems and applications, as well as companies that make computer equipment, data storage products, networking products, semiconductors, and components.

Technology

FXU tracks a tiered, equal-weighted index of large- and mid-cap utility firms in the US. Holdings are selected and weighted based on growth and value metrics.

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. Current performance may be lower or higher than the performance data quoted. Full disclosure

First Trust Utilities AlphaDEX Fund

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About FXU

FXU tracks a tiered, equal-weighted index of large- and mid-cap utility firms in the US. Holdings are selected and weighted based on growth and value metrics.

What's in this fund

Sectors

Top 10 Holdings (40.79% of total assets)

FXU Key Statistics

Average Annual Return