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First Trust United Kingdom AlphaDEXยฎ Fund (FKU)

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ISINUS33737J2244
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2012
AUM$0.06 billion
ProviderFirst Trust
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

First Trust United Kingdom AlphaDEXยฎ Fund Price Chart

Live Price (Delayed)
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Description

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to select stocks from the NASDAQ United Kingdom Index (the base index) that may generate positive alpha, or risk-adjusted returns, relative to traditional indices through the use of the AlphaDEXยฎ selection methodology.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Rolls-Royce Holdings PLC
2.48%
๐Ÿ“ˆ Beazley plc
2.28%
๐Ÿ“ˆ Hiscox Ltd
2.39%
๐Ÿ“ˆ 3I Group PLC
2.34%
๐Ÿ“ˆ Imperial Brands PLC
2.31%
๐Ÿ“ˆ Kingfisher PLC
2.23%
๐Ÿ“ˆ The Royal Bank of Scotland Group plc
2.58%
๐Ÿ“ˆ St. James's Place plc
2.54%
๐Ÿ“ˆ Fresnillo PLC
2.91%
๐Ÿ“ˆ Standard Chartered PLC
2.34%

Sector Allocation

โšก Energy
4.46%
๐Ÿ”Œ Utilities
4.83%
๐Ÿ’Š Healthcare
2.23%
๐Ÿ’ป Technology
2.87%
๐Ÿ—๏ธ Industrials
11.65%
๐Ÿ˜๏ธ Real Estate
2.21%
๐Ÿ“Š Basic Materials
7.27%
๐Ÿ“Š Consumer Cyclicals
20.35%
๐Ÿ“Š Consumer Defensive
12.32%
๐Ÿ“Š Financial Services
24.58%
๐Ÿ“ก Communication Services
7.22%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.22%
๐Ÿ’ฐ Other
2.36%
๐Ÿ’ฐ Stock US
4.75%
๐Ÿ’ฐ Stock non-US
92.67%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month10.52%
3 Months13.42%
6 Months18.26%
1 Year17.78%
3 Years42.25%
5 Years100.83%
Since Inception124.67%

๐Ÿ“Š Wealth Projection Calculator

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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