FKU - ETF AI Analysis
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First Trust United Kingdom AlphaDEX Fund (FKU)
FKU, the First Trust United Kingdom AlphaDEX Fund, has a solid overall rating driven mainly by strong, well-diversified holdings like EasyJet and Computacenter, which show robust financial performance, attractive valuations, and supportive technical trends. The fund’s score is held back somewhat by names such as Compass and JD Sports Fashion, where bearish momentum, higher valuations, and profitability or leverage concerns introduce more risk. The main risk factor is exposure to several companies with mixed cash flow and profitability trends, which could add volatility even though the portfolio is spread across multiple UK sectors.
FKU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 35.62M
- Region
- Europe
- Expense Ratio
- 0.80%
- Beta
- 0.68
- Issuer
- First Trust
- Inception Date
- Feb 14, 2012
- Dividend Yield
- 3.80%
- Asset Class
- Equity
- Index Tracked
- NASDAQ AlphaDEX United Kingdom Index
FKU Summary
FKU is an exchange-traded fund that follows the NASDAQ AlphaDEX United Kingdom Index, giving you broad exposure to UK stocks across many sectors like financials, consumer companies, and industrials. It uses a rules-based approach to pick shares it believes have strong potential, and includes well-known names such as Shell and EasyJet. Investors might consider FKU to diversify internationally and tap into the long-term growth of the UK market in a single investment. However, the fund’s value can go up and down with the UK stock market, so your investment may fluctuate significantly over time.
How much will it cost me?
This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 invested. That’s higher than the average ETF cost because it uses an active, rules-based AlphaDEX strategy rather than simply tracking a basic market index.
What would affect this ETF?
This UK-focused ETF could benefit if the British economy strengthens, consumer spending rises, and energy and financial companies like Shell and Standard Life perform well, especially in a stable or falling interest rate environment. On the downside, higher interest rates, weak UK growth, or sector-specific issues in financials, consumer cyclical names such as EasyJet and JD Sports, and real estate holdings like British Land could weigh on future returns, and changes in UK regulations or political uncertainty may add extra risk.
FKU Top 10 Holdings
FKU leans heavily into the U.K. economy, with a mix of cyclical and service-oriented names steering returns. Tech-focused Computacenter has been a standout, quietly powering the fund with strong, rising performance, while travel play EasyJet and energy giant Shell add momentum as demand and oil markets stay supportive. Financials like Phoenix Group and insurer Hiscox are steady contributors, though occasional cash flow and valuation worries keep them from truly breaking out. JD Sports and British Land are more mixed, sometimes losing steam and slightly dragging on this otherwise broadly diversified U.K. portfolio.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GB:SHEL | Shell (UK) | 2.94% | $1.04M | GBP 229.30B | 40.01% | 73Outperform |
 GB:KGF | Kingfisher | 2.65% | $938.31K | GBP 5.71B | 12.36% | 72Outperform |
 GB:CCC | Computacenter | 2.47% | $872.50K | GBP 5.18B | 71.94% | 78Outperform |
 GB:EZJ | EasyJet | 2.60% | $918.37K | GBP 5.13B | 41.43% | 78Outperform |
 GB:SDLF | Standard Life plc | 2.37% | $838.87K | GBP 9.28B | 35.70% | 67Neutral |
 GB:JD | JD Sports Fashion | 2.32% | $819.24K | GBP 4.33B | -3.22% | 71Outperform |
 GB:CPG | Compass | 2.22% | $784.34K | $57.32B | 1.10% | 64Neutral |
 GB:BLND | British Land Company plc | 2.19% | $775.10K | GBP 4.36B | 11.02% | 75Outperform |
 GB:HSX | Hiscox | 2.17% | $768.55K | GBP 5.91B | 33.83% | 71Outperform |
 GB:BBY | Balfour Beatty | 2.11% | $745.81K | GBP 4.00B | 27.82% | 76Outperform |
FKU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FKU, the sentiment is Positive. The current price of 54.55 is above the 20-day moving average (MA) of 54.29, below the 50-day MA of 54.85, and above the 200-day MA of 53.02, indicating a neutral trend. The MACD of 0.05 indicates Negative momentum. The RSI at 50.44 is Neutral, neither overbought nor oversold. The STOCH value of 62.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FKU.
FKU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FKU | $54.55 | $59.00(8.15% Upside) | $35.62M | 0.80% | 68Neutral |
 EWU | $47.83 | $58.86(23.05% Upside) | $3.72B | 0.50% | 73Outperform |
 FLGB | $36.84 | $45.21(22.73% Upside) | $875.27M | 0.09% | 72Outperform |
 FLEE | $38.08 | $45.23(18.78% Upside) | $99.74M | 0.09% | 64Neutral |
 FLSW | $44.40 | $46.82(5.46% Upside) | $92.69M | 0.09% | 70Neutral |
 EWUS | $44.26 | $52.64(18.92% Upside) | $40.33M | 0.59% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FKU | First Trust United Kingdom AlphaDEX Fund | 54.55 | 8.57 | 18.65% | |
| EWU | iShares MSCI United Kingdom ETF | 47.83 | 6.70 | 16.28% | |
| FLGB | Franklin FTSE United Kingdom ETF | 36.84 | 5.17 | 16.33% | |
| FLEE | Franklin FTSE Europe ETF | 38.08 | 4.13 | 12.17% | |
| FLSW | Franklin FTSE Switzerland ETF | 44.40 | 7.07 | 18.94% | |
| EWUS | iShares MSCI United Kingdom Small Cap ETF | 44.26 | 5.06 | 12.92% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.