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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

63 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
19
Reduced
26
Closed
14
Calls
$343K
Puts
$225K
Net Calls
+$118K
Net Calls Change
+$621K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.38M
5
SAM
5
SignalPoint Asset Management
Missouri
$4.85M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$6.94M
3
BTS
3
BB&T Securities
Virginia
$2.68M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$833K 35,242 +35,242 New
TH
27
Timber Hill
Connecticut
$712K 30,123 -6,117 -17%
VAM
28
Visionary Asset Management
Texas
$688K 29,112 -8,989 -24%
PAG
29
Private Advisor Group
New Jersey
$635K 26,841 +9,472 +55%
SG Americas Securities
30
SG Americas Securities
New York
$543K 22,988 +22,988 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$540K 22,843 -2,099 -8%
HighTower Advisors
32
HighTower Advisors
Illinois
$532K 22,486 +719 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$441K 18,652 +589 +3%
FIM
34
Freedom Investment Management
Connecticut
$432K 18,276 +8,468 +86%
SI
35
Stephens Inc
Arkansas
$431K 18,219 -7,647 -30%
BRWA
36
B. Riley Wealth Advisors
Florida
$388K 16,398 +1,698 +12%
IH
37
IFC Holdings
Florida
$371K 15,745 -6,579 -29%
ONB
38
Old National Bancorp
Indiana
$350K 14,811 -520 -3%
AIG
39
American International Group
New York
$336K 14,212 -15 -0.1%
CAM
40
Concorde Asset Management
Michigan
$289K 12,240 -17,721 -59%
FHC
41
First Heartland Consultants
Missouri
$276K 11,680 +500 +4%
AP
42
Advisors Preferred
Maryland
$267K 11,270 +11,270 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$258K 10,915 +1,942 +22%
NA
44
Navellier & Associates
Nevada
$252K 10,673 +1,019 +11%
Walleye Trading
45
Walleye Trading
New York
$243K 10,276 +9,212 +866%
CA
46
Cetera Advisors
Colorado
$215K 9,137 -932 -9%
Citigroup
47
Citigroup
New York
$111K 4,676 +4,676 New
Creative Planning
48
Creative Planning
Kansas
$110K 4,671 +314 +7%
BRWM
49
B. Riley Wealth Management
Tennessee
$85K 3,611 -25 -0.7%
WP
50
WealthPLAN Partners
Nebraska
$37K 1,570 +1,570 New
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