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First Trust Utilities AlphaDEX Fund
FXU
FXU
196 hedge funds and large institutions have $651M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
1% less funds holding
Funds holding: 198 → 196 (-2)
13.16% less ownership
Funds ownership: 88.39% → 75.23% (-13%)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
59% less capital invested
Capital invested by funds: $1.6B → $651M (-$945M)
Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
58
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$761M |
| 2 |
Morgan Stanley
New York
|
-$62.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$36.6M |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$22.7M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Citigroup
New York
| – | -$45 | -1 | Closed |
|