FKUFirst Trust United Kingdom AlphaDEX Fund
Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX United Kingdom Index.
By First Trust · Launched 2012
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$39M
#4,022 of 6,040 · mid-size
Return (1Y)
+24.2%
Track Record
14 years
#971 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$14,572+45.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 24.9% of funddiversified
Beazley PLC (UK)
3.4%
Shell PLC
2.8%
Endeavour Mining PLC
2.6%
Vodafone Group PLC
2.6%
Glencore PLC
2.5%
Balfour Beatty PLC
2.4%
Lion Finance Group PLC
2.2%
Fresnillo PLC
2.2%
Anglogold Ashanti PLC
2.1%
Rio Tinto PLC
2.1%
Asset allocation
Stocks
96.3%
Other
3.6%
Cash
0.1%
By sector
Financial Services
23.5%
Consumer Cyclical
15.9%
Industrials
13.2%
Consumer Defensive
11.8%
Basic Materials
9.2%
Technology
6.6%
Energy
6.2%
Communication
6.1%
Other
7.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.8%Moderate
Year-on-year price swings
Max drawdown
-54.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.06Strong risk-adjusted returns
Sortino (3Y)
1.57Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond generally to the price and yield of the Nasdaq AlphaDEX United Kingdom Index.
- Strategy
- Invests at least 90% of net assets in securities that comprise the Nasdaq AlphaDEX United Kingdom Index using an indexing investment approach. The Index includes small, mid, and large cap companies assigned to the United Kingdom, aiming to generate positive alpha relative to traditional indices.
- Inception date
- February 14, 2012
- Fund family
- First Trust
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Data updated on 2026-09-18