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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

72 hedge funds and large institutions have $169M invested in First Trust Utilities AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
72
Holders Change
-14
Holders Change %
-16.28%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.4M
2
UBS Group
2
UBS Group
Switzerland
$10.1M
3
Wells Fargo
3
Wells Fargo
California
$16.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.59M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.95M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$424K -$32.2K -1,229 -7%
SPIA
27
Steward Partners Investment Advisory
New York
$400K +$77K +2,944 +24%
BA
28
Ballew Advisors
Mississippi
$398K +$1.62K +62 +0.4%
MML Investors Services
29
MML Investors Services
Massachusetts
$381K -$98.7K -3,775 -21%
PSF
30
Pacific Sun Financial
California
$367K – – –
LFG
31
LifePlan Financial Group
Ohio
$351K -$4.92K -188 -1%
CIAS
32
Capital Investment Advisory Services
North Carolina
$333K – – –
RIA
33
Regal Investment Advisors
Michigan
$329K -$141K -5,374 -30%
FAIM
34
Financial Advocates Investment Management
Washington
$310K +$94.9K +3,610 +44%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$282K -$60.8K -2,324 -18%
ACM
36
AlphaStar Capital Management
North Carolina
$261K -$69.2K -2,641 -21%
CAN
37
Cetera Advisor Networks
California
$241K -$504K -19,266 -68%
AG
38
Advisor Group
Arizona
$230K -$40.1K -1,534 -15%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$208K -$46.6K -1,778 -18%
Citigroup
40
Citigroup
New York
$110K -$9.88K -379 -8%
SWM
41
SeaCrest Wealth Management
New York
$68K – – –
WTC
42
WhitTier Trust Company
Nevada
$65K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$54K -$11K -418 -17%
PFBT
44
Parkside Financial Bank & Trust
Missouri
$45K – – –
AF
45
Advisornet Financial
Minnesota
$37K – – –
RCAG
46
Rehmann Capital Advisory Group
Michigan
$32.6K +$236 +9 +0.7%
QCIG
47
Quad-Cities Investment Group
Iowa
$30K +$30K +1,180 New
SEI Investments
48
SEI Investments
Pennsylvania
$28K +$3.7K +140 +15%
WEC
49
Winslow Evans & Crocker
Massachusetts
$26K – – –
AP
50
Atwood & Palmer
Missouri
$23K -$8.2K -310 -26%
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