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Upturn AI Summary
First Trust Energy AlphaDEX® Fund(FXN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FXN
10/28/2026: FXN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The First Trust Energy AlphaDEX® Fund (FXN) provides targeted exposure to the U.S. energy sector by utilizing a proprietary factor-based selection methodology designed to rank stocks on growth and value metrics. This approach differentiates it from traditional, market-cap-weighted energy ETFs, though it comes with a higher expense ratio. It is best suited for tactical investors looking to gain specific exposure to energy cycles rather than passive investors seeking low-cost, broad-market diversification. Key risks include the inherent volatility of energy prices and the long-term structural challenges posed by the energy transition. Investors should monitor commodity price trends and sector-specific policy shifts when utilizing this fund.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The energy sector is highly cyclical, making it a difficult fit for pure long-term growth investors who prefer consistent secular growth. |
| Momentum investor | Strong fit while signal remains positive | The factor-based methodology can capture sector-wide momentum during energy bull markets. |
| Value investor | Strong fit | The AlphaDEX® process includes value-based selection, making it attractive to value-oriented investors looking for energy exposure. |
| Dividend/Income investor | Mixed fit | While many energy companies pay dividends, the selection strategy prioritizes factors that may not always align with high dividend yield. |
| Low-risk investor | Weak fit | Energy is a high-beta, commodity-sensitive sector that is inherently unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking tactical, factor-based exposure to the energy sector who is comfortable with high volatility and cyclical performance.
Suitability
FXN is most suitable for tactical investors or those utilizing a core-satellite strategy, rather than long-term buy-and-hold investors seeking consistent growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund is subject to the inherent price swings of the energy commodity market. |
| Market risk | Medium / high | Broader economic downturns can significantly negatively impact energy demand. |
| Concentration | High | The fund is exclusively focused on the energy sector, offering no diversification across other industries. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla sector index funds, which can drag on total returns. |
| Liquidity | Medium | While sufficiently liquid, it does not trade with the same volume as the largest broad-market energy ETFs. |
| Business/sector quality | Medium / high | The sector faces long-term structural risks from the global transition toward renewable energy. |
Risk Analysis
Volatility
FXN exhibits high volatility typical of the energy sector, influenced by unpredictable commodity cycles.
Market Risk
The fund is highly sensitive to macro-economic factors, commodity price fluctuations, and global political stability affecting energy supplies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | US Energy Sector Stocks | 99 | The fund provides concentrated exposure to the performance of the US energy market through a proprietary factor-weighted index. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small portion of the portfolio is held in cash to manage daily liquidity and administrative needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -4.07% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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