FIRST TRUST UNITED KINGDOM ALPHADEX FUND

FKU NASDAQ Broad Market & Indices United Kingdom US33737J2244
53.54 $
0.21 %

Fund invested in shares of British companies, following an AlphaDEX methodology that selects securities based on fundamental criteria to outperform the benchmark index.

Price history of FIRST TRUST UNITED KINGDOM ALPHADEX FUND
Price history of FIRST TRUST UNITED KINGDOM ALPHADEX FUND

Performance & Momentum

6 Months 17.09 %
1 Year 20.98 %
3 Years 70.80 %
5 Years 42.93 %

Strategic Analysis

FIRST TRUST UNITED KINGDOM ALPHADEX FUND • 2026

FIRST TRUST UNITED KINGDOM ALPHADEX FUND uses an active management approach based on the AlphaDEX methodology, which selects UK stocks using rigorous fundamental criteria to outperform the benchmark index. Its focused quantitative approach aims to combine statistical rigor with fundamental analysis in a broad market, providing optimized exposure to UK equities.

Strengths
  • AlphaDEX methodology that emphasizes reliable fundamental criteria for stock selection
  • Active quantitative management that enables responsive adaptation to developments in the UK market
  • Sustained performance across multiple time horizons, reflecting strategic robustness
Weaknesses
  • Concentrated exposure to the UK market alone, which limits geographic diversification
  • Lack of recent news that could trigger market reactions
Momentum

The positive momentum, reinforced by a long series of upward performance, indicates solid investment momentum. This favorable trend suggests that the AlphaDEX strategy continues to generate meaningful value creation in the current UK market environment.

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