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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

79 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
10
Reduced
43
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.85M
2
FTUS
2
Flow Traders U.S.
New York
$1.36M
3
Jane Street
3
Jane Street
New York
$2.48M
4
TI
4
Trexquant Investment
Connecticut
$818K
5
FEM
5
Fulcrum Equity Management
Texas
$787K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$919K -$588K -22,836 -39%
TI
27
Trexquant Investment
Connecticut
$818K +$818K +31,743 New
AW
28
ACG Wealth
Georgia
$816K -$1.91M -73,910 -70%
FEM
29
Fulcrum Equity Management
Texas
$787K +$787K +30,529 New
NA
30
NewEdge Advisors
Louisiana
$731K -$3.21M -124,317 -81%
TSS
31
Two Sigma Securities
New York
$652K -$915K -35,477 -58%
SFG
32
StrategIQ Financial Group
Indiana
$634K +$634K +24,590 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$518K +$463K +17,938 +839%
MAP
34
Milestone Advisory Partners
North Carolina
$394K – – –
UCFA
35
United Capital Financial Advisors
Texas
$390K -$15.7K -608 -4%
CWM
36
Cornerstone Wealth Management
Missouri
$367K -$302K -11,714 -45%
SFPG
37
Stonebridge Financial Planning Group
Florida
$348K – – –
RIA
38
Realta Investment Advisors
Delaware
$343K – – –
RIA
39
Regal Investment Advisors
Michigan
$343K +$343K +13,301 New
COF
40
Capital One Financial
Virginia
$339K -$3.14M -122,001 -90%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$331K -$402K -15,581 -55%
RFWA
42
RPg Family Wealth Advisory
Massachusetts
$322K +$322K +12,480 New
PSF
43
Pacific Sun Financial
California
$285K -$5.16K -200 -2%
Goldman Sachs
44
Goldman Sachs
New York
$274K -$1.21M -46,861 -82%
WWM
45
Western Wealth Management
Colorado
$273K -$25.9K -1,002 -9%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$267K -$44.1K -1,710 -14%
IA
47
IFP Advisors
Florida
$248K – – –
Deutsche Bank
48
Deutsche Bank
Germany
$234K +$234K +9,089 New
NC
49
NewSquare Capital
Pennsylvania
$230K -$4.92M -190,911 -96%
PAG
50
Private Advisor Group
New Jersey
$228K +$228K +8,838 New
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