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FKUFirst Trust United Kingdom AlphaDEX Fund

Grow my money#1726 of 2944 for Grow my money

Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX United Kingdom Index.

First Trust · Since 2012 (14 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$110M

#2639 out of 5,332 ETFs

Dividend Yield

2.92%

Track Record

14 years

#990 out of 5,332 ETFs

Performance

1 Year

+28.9%

3 Years

+19.6%

5 Years

+7.8%

What's inside

Asset class
Region
Strategy
index tracking
Cap
multi cap
Factor
multifactor

Asset allocation

Stocks
96.1%
Other
3.8%
Cash
0.1%

Sector breakdown

Financial Services
26.4%
Basic Materials
18.4%
Consumer Cyclical
13.7%
Industrials
11.1%
Communication
7.0%
Consumer Defensive
7.0%
Healthcare
5.5%
Energy
4.2%
Other
6.6%

Top holdings

Beazley PLCBEZ.L3.4%
Shell PLCSHEL.L2.8%
Endeavour Mining PLCEDV.L2.6%
Vodafone Group PLCVOD.L2.6%
Glencore PLCGLEN.L2.5%
Balfour Beatty PLCBBY.L2.4%
Lion Finance Group PLCBGEO.L2.2%
Fresnillo PLCFRES.L2.2%
Anglogold Ashanti PLCAU2.1%
Rio Tinto PLC Ordinary SharesRIO.L2.1%

Risk profile

Volatility (1Y)

16.5%

Moderate

Max drawdown

-54.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.92

Decent risk-adjusted returns

Sortino (3Y)

1.35

Good downside protection

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Data updated on 2026-05-05