FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

54 hedge funds and large institutions have $521M invested in First Trust Utilities AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+24
Holders Change %
+80%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
28
Increased
17
Reduced
8
Closed
3
Calls
$439K
Puts
$563K
Net Calls
-$124K
Net Calls Change
-$124K

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$223M
2
BTS
2
BB&T Securities
Virginia
$40.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$30.4M
4
Bank of America
4
Bank of America
North Carolina
$88.9M
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$22.8M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$1.45M
3
NES
3
New England Securities
New York
$34K
4
U
4
UBS
Switzerland
$4.71M
5
PAG
5
Private Advisor Group
New Jersey
$881K
Name Market Value Shares Shares
Change 		Shares
Change %
VFS
26
VSR Financial Services
Kansas
$746K 31,249 -4,100 -12%
FA
27
FDx Advisors
Illinois
$527K 22,079 +22,079 New
IH
28
IFC Holdings
Florida
$522K 21,963 +139 +0.6%
HighTower Advisors
29
HighTower Advisors
Illinois
$519K 21,767 +21,767 New
ONB
30
Old National Bancorp
Indiana
$504K 21,095 +21,095 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$498K 20,883 +7,511 +56%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$489K 20,489 -489 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$450K 18,855 +18,855 New
RJA
34
Raymond James & Associates
Florida
$416K 17,422 +3,243 +23%
JG
35
Jefferies Group
New York
$416K 17,420 +17,420 New
SG Americas Securities
36
SG Americas Securities
New York
$398K 16,681 +16,681 New
Citigroup
37
Citigroup
New York
$362K 15,167 +15,167 New
BRWA
38
B. Riley Wealth Advisors
Florida
$338K 27,836 +14,136 +103%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$325K 13,601 +13,601 New
AIG
40
American International Group
New York
$296K 12,402 +7,998 +182%
NA
41
Navellier & Associates
Nevada
$250K 10,465 +10,465 New
NPC
42
National Planning Corporation
California
$248K 10,410 +10,410 New
SI
43
Stephens Inc
Arkansas
$220K 9,228 +9,228 New
WEC
44
Winslow Evans & Crocker
Massachusetts
$150K 6,272 +5,822 +1,294%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$106K 4,436 +408 +10%
AP
46
Advisors Preferred
Maryland
$73.6K 3,083 +3,083 New
MAS
47
Madden Advisory Services
Florida
$63K 2,635 +2,635 New
MFS
48
MSI Financial Services
Massachusetts
$45K 1,893 -247 -12%
US Bancorp
49
US Bancorp
Minnesota
$41K 1,710 +1,710 New
NES
50
New England Securities
New York
$34K 1,409 -27,111 -95%
1
2
3