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FXNFirst Trust Energy AlphaDEX Fund

Grow my money#571 of 2944 for Grow my money

Seeks investment results that correspond to the price and yield of the StrataQuant Energy Index.

First Trust · Since 2007 (18 years)

Annual Cost

0.63%

#3030 out of 5,332 ETFs

Fund Size

$1.2B

#911 out of 5,332 ETFs

Dividend Yield

1.75%

Track Record

18 years

#500 out of 5,332 ETFs

Performance

1 Year

+64.4%

3 Years

+16.7%

5 Years

+20.3%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Sector

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Energy
98.3%
Technology
1.6%

Top holdings

APA CorpAPA6.1%
Permian Resources Corp Class APR5.3%
Matador Resources CoMTDR5.2%
EOG Resources IncEOG4.8%
Devon Energy CorpDVN4.8%
Coterra Energy Inc Ordinary SharesCTRA4.7%
Diamondback Energy IncFANG4.6%
Chord Energy Corp Ordinary Shares - NewCHRD3.8%
Exxon Mobil CorpXOM3.5%
ConocoPhillipsCOP3.5%

Risk profile

Volatility (1Y)

23.8%

High

Max drawdown

-80.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.60

Decent risk-adjusted returns

Sortino (3Y)

0.82

Moderate downside risk

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Data updated on 2026-05-05