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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

194 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
194
Holders Change
+28
Holders Change %
+16.87%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
77
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Raymond James Financial
3
Raymond James Financial
Florida
$35M
4
RW
4
Rockport Wealth
Ohio
$15.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.4M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$700M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
NP
3
Nilsine Partners
Colorado
$13.5M
4
GM
4
GeoWealth Management
Illinois
$399K
5
ODG
5
O'Dell Group
Ohio
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$6.84M 161,458 +138,901 +616%
SF
27
Summit Financial
New Jersey
$6.57M 154,934 +14,405 +10%
WWA
28
WCG Wealth Advisors
Nevada
$6.27M 147,893 +147,893 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.99M 141,357 +57,834 +69%
DWA
30
Delos Wealth Advisors
Texas
$5.92M 139,692 -7,151 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.72M 135,018 +36,879 +38%
FIA
32
Foundations Investment Advisors
Arizona
$5.26M 124,172 +8,755 +8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.74M 111,963 -43 -0%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$4.3M 101,390 +69,247 +215%
DADC
35
D.A. Davidson & Co
Montana
$4.25M 100,169 +4,880 +5%
WIA
36
World Investment Advisors
California
$4.13M 97,451 +54,046 +125%
OC
37
Oppenheimer & Co
New York
$3.43M 81,005 +81,005 New
GSWM
38
Greenup Street Wealth Management
Michigan
$3.37M 79,575 +6,035 +8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.02M 71,218 +62,582 +725%
Osaic Holdings
40
Osaic Holdings
Arizona
$2.64M 68,314 -18,186 -21%
EH
41
Equitable Holdings
New York
$2.51M 59,175 +16,828 +40%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.42M 57,121 -1,056 -2%
PWS
43
Proactive Wealth Strategies
Georgia
$2.38M 56,250 -1,203 -2%
TRCT
44
Tower Research Capital (TRC)
New York
$2.27M 53,564 +51,405 +2,381%
FMP
45
Financial Management Professionals
Texas
$2.24M 52,843 +52,843 New
TFA
46
Transamerica Financial Advisors
Florida
$2.22M 52,422 +3,012 +6%
TWM
47
TriaGen Wealth Management
California
$2.22M 52,322 +25,095 +92%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.01M 47,520 +14,808 +45%
SPC
49
Sigma Planning Corp
Michigan
$1.84M 43,440 +6,166 +17%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.78M 41,939 +1,840 +5%
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