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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

104 hedge funds and large institutions have $1.03B invested in First Trust Utilities AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
36
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$11.9M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$551M
3
UBS Group
3
UBS Group
Switzerland
$29.6M
4
GA
4
Gateway Advisory
New Jersey
$7.07M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.2M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
TC
3
Trilogy Capital
California
$0
4
RJA
4
Raymond James & Associates
Florida
$16.9M
5
Wells Fargo
5
Wells Fargo
California
$70.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$3.17M +$2.02M +69,302 +177%
AW
27
ACG Wealth
Georgia
$3.15M -$589K -20,153 -16%
MWM
28
MinichMacGregor Wealth Management
New York
$2.96M +$171K +5,846 +6%
PFS
29
Prospera Financial Services
Texas
$2.76M +$15.2K +522 +0.6%
WP
30
WealthSource Partners
California
$2.65M -$1.86M -63,610 -41%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.39M -$1.44M -49,342 -38%
SAM
32
Secure Asset Management
Michigan
$2.37M +$2.37M +81,156 New
VCM
33
Virtue Capital Management
Tennessee
$2.07M -$1.6M -54,760 -44%
AG
34
Advisor Group
Arizona
$2M +$31.8K +1,088 +2%
SPC
35
Sigma Planning Corp
Michigan
$1.97M -$112K -3,839 -5%
ACM
36
AlphaStar Capital Management
North Carolina
$1.7M +$1.47M +50,345 +635%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.69M +$173K +5,933 +11%
Jane Street
38
Jane Street
New York
$1.6M +$1.6M +54,905 New
FEM
39
Fulcrum Equity Management
Texas
$1.57M +$1.57M +53,707 +124,900%
AA
40
Advisory Alpha
Michigan
$1.42M +$126K +4,339 +10%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.37M -$604K -20,665 -31%
TRCT
42
Tower Research Capital (TRC)
New York
$1.2M -$56.5K -1,935 -5%
QWM
43
Quaker Wealth Management
New Jersey
$1.18M +$1.18M +40,227 New
CAN
44
Claraphi Advisory Network
United States
$1.03M +$21.4K +732 +2%
MOS
45
MGO One Seven
Ohio
$870K -$33.8K -1,157 -4%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$846K +$846K +29,112 New
MML Investors Services
47
MML Investors Services
Massachusetts
$762K -$2.37M -81,056 -76%
CWM
48
Cornerstone Wealth Management
Missouri
$731K +$146 +5 +0%
Citadel Advisors
49
Citadel Advisors
Florida
$693K +$693K +23,736 New
SFI
50
SPC Financial Inc
Maryland
$676K -$2.63K -90 -0.4%
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