First Trust Utilities AlphaDEX Fund
FXU
108 hedge funds and large institutions have $1.12B invested in First Trust Utilities AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 10 closing their positions.
361% more capital invested
Capital invested by funds: $243M → $1.12B (+$879M)
182% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 17
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
20.23% more ownership
Funds ownership: 62.63% → 82.86% (+20%)
14% more funds holding
Funds holding: 95 → 108 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$578M |
| 2 |
Morgan Stanley
New York
|
+$54.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$46.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.1M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$853K |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$849K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$633K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$574K |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$516K |
FXU Hedge Fund Activity: Q2 2019 in Review
108 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2019, worth a combined $1.12B — up 361% from $243M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FXU positions and 10 closed out — a net gain of 17 holders — while 48 added to existing stakes and 17 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $578M. The largest seller was Virtu Financial, exiting entirely with an estimated $853K sold.
- 108 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2019, up from 95 in Q1 2019.
- Funds reported $1.12B of First Trust Utilities AlphaDEX Fund stock for Q2 2019, up 361% quarter-over-quarter.
- 27 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2019 and 10 closed out, a net change of +17 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2019 was First Trust Advisors, an estimated $578M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2019 was Virtu Financial, an estimated $853K sold.
Based on aggregated 13F filings for Q2 2019.