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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

95 hedge funds and large institutions have $243M invested in First Trust Utilities AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
23
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Shamrock Asset Management
Texas
$6.85M
2
UBS Group
2
UBS Group
Switzerland
$19.8M
3
FI
3
FormulaFolio Investments
Michigan
$3.94M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.77M
5
ACM
5
AlphaStar Capital Management
North Carolina
$2.2M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$50.1M
3
RIG
3
RiverFront Investment Group
Virginia
$35M
4
WP
4
WealthSource Partners
California
$0
5
RJA
5
Raymond James & Associates
Florida
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$1.28M 45,328 +2,988 +7%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.15M 40,553 -1,078 -3%
AA
28
Advisory Alpha
Michigan
$1.14M 40,833 +2,406 +6%
VCM
29
Virtue Capital Management
Tennessee
$1.07M 37,753 +14,353 +61%
AG
30
Advisor Group
Arizona
$1.01M 35,727 +13,900 +64%
FEM
31
Fulcrum Equity Management
Texas
$859K 30,365 +30,365 New
VF
32
Virtu Financial
New York
$853K 30,165 +30,165 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$824K 29,152 -8,838 -23%
SS
34
Simplicity Solutions
Minnesota
$633K 22,398 +22,398 New
RFM
35
Royal Fund Management
Florida
$626K 22,167 -10,453 -32%
SB
36
Suntrust Banks
Georgia
$589K 22,898 +1,521 +7%
CAN
37
Cetera Advisor Networks
California
$538K 19,120 +7,880 +70%
DBRC
38
D.B. Root & Company
Pennsylvania
$526K 18,596 -2,305 -11%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$487K 17,222 +17,222 New
SPIA
40
Steward Partners Investment Advisory
New York
$473K 16,733 +432 +3%
UCFA
41
United Capital Financial Advisors
Texas
$457K 16,162 +16,162 New
HFS
42
HL Financial Services
Kentucky
$403K 14,247 – –
IA
43
IFP Advisors
Florida
$372K 13,191 -448 -3%
RIA
44
Regal Investment Advisors
Michigan
$367K 12,994 – –
CWM
45
Cornerstone Wealth Management
Missouri
$362K 11,623 -4,980 -30%
LFG
46
LifePlan Financial Group
Ohio
$350K 12,371 – –
CAN
47
Claraphi Advisory Network
United States
$348K 12,301 +12,301 New
WWM
48
Western Wealth Management
Colorado
$336K 11,919 +202 +2%
BA
49
Ballew Advisors
Mississippi
$322K 11,387 -320 -3%
PAG
50
Private Advisor Group
New Jersey
$319K 11,279 -732 -6%
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