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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

94 hedge funds and large institutions have $1.39B invested in First Trust Utilities AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+42
Holders Change %
+80.77%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
50
Increased
27
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$694M
2
Morgan Stanley
2
Morgan Stanley
New York
$167M
3
Wells Fargo
3
Wells Fargo
California
$114M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$43.1M
5
Bank of America
5
Bank of America
North Carolina
$51.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$766K
2
CS
2
Credit Suisse
Switzerland
$256K
3
SAM
3
SignalPoint Asset Management
Missouri
$1.27M
4
Jane Street
4
Jane Street
New York
$523K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$2.73M 105,232 +105,232 New
HFS
27
HL Financial Services
Kentucky
$2.72M 104,869 +104,869 New
Millennium Management
28
Millennium Management
New York
$2.39M 92,028 +67,061 +269%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.33M 89,623 +69,353 +342%
ACM
30
Aviance Capital Management
Florida
$1.73M 66,384 +66,384 New
PAG
31
Private Advisor Group
New Jersey
$1.71M 65,732 +40,931 +165%
RPG
32
Risk Paradigm Group
Texas
$1.56M 60,126 -23,326 -28%
AP
33
Atwood & Palmer
Missouri
$1.55M 59,785 +59,785 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.55M 63,455 +47,646 +301%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$1.51M 58,064 +58,064 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.49M 57,142 +56,942 +28,471%
IH
37
IFC Holdings
Florida
$1.33M 50,953 +50,953 New
SAM
38
SignalPoint Asset Management
Missouri
$1.27M 49,049 -107,515 -69%
TRCT
39
Tower Research Capital (TRC)
New York
$1.24M 47,765 +25,469 +114%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.22M 47,107 +43,208 +1,108%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.2M 46,303 +26,873 +138%
AI
42
Atria Investments
North Carolina
$1.2M 46,136 +46,136 New
VFS
43
VSR Financial Services
Kansas
$1.16M 44,762 +44,762 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.02M 39,316 +35,103 +833%
NA
45
NewEdge Advisors
Louisiana
$974K 37,552 +37,552 New
SI
46
Stephens Inc
Arkansas
$931K 35,829 +35,829 New
MWM
47
MinichMacGregor Wealth Management
New York
$925K 35,624 +35,624 New
RIA
48
Regal Investment Advisors
Michigan
$890K 34,271 +34,271 New
GS
49
Girard Securities
California
$883K 33,930 -879 -3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$877K 33,742 -34,016 -50%
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