FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in First Trust Utilities AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
13
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$7.41M
2
Truist Financial
2
Truist Financial
North Carolina
$8.83M
3
P
3
&Partners
Tennessee
$360K
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$346K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.73M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$393K
2
UBS Group
2
UBS Group
Switzerland
$5.65M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.9M
5
Wells Fargo
5
Wells Fargo
California
$7.98M
Name Market Value Shares Shares
Change 		Shares
Change %
MAP
26
Milestone Advisory Partners
North Carolina
$405K 15,287 – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$393K 14,876 -380,437 -96%
NA
28
NewEdge Advisors
Louisiana
$385K 14,548 -13,798 -49%
P
29
&Partners
Tennessee
$360K 13,597 +13,597 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$355K 13,430 +589 +5%
BFA
31
Beaumont Financial Advisors
Massachusetts
$346K 13,068 +13,068 New
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$323K 12,218 -262 -2%
PAG
33
Private Advisor Group
New Jersey
$298K 11,246 +2,408 +27%
PSF
34
Pacific Sun Financial
California
$282K 10,640 -400 -4%
Goldman Sachs
35
Goldman Sachs
New York
$281K 10,621 – –
WWM
36
Western Wealth Management
Colorado
$280K 10,587 +13 +0.1%
IA
37
IFP Advisors
Florida
$256K 9,640 – –
FEM
38
Fulcrum Equity Management
Texas
$255K 9,635 -20,894 -68%
CAN
39
Cetera Advisor Networks
California
$214K 8,093 -329 -4%
SFPG
40
Stonebridge Financial Planning Group
Florida
$169K 5,952 -7,318 -55%
APA
41
American Portfolios Advisors
New York
$169K 6,370 +340 +6%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$160K 6,045 -941 -13%
Citigroup
43
Citigroup
New York
$102K 3,868 -790 -17%
CFGS
44
Concourse Financial Group Securities
Alabama
$99K 3,751 – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$93K 3,512 +2,307 +191%
FFA
46
Founders Financial Alliance
North Carolina
$71K 2,719 +2,719 New
ASN
47
Advisory Services Network
Georgia
$70K 2,635 +2,635 New
WTC
48
WhitTier Trust Company
Nevada
$66K 2,500 – –
PFS
49
Prospera Financial Services
Texas
$60K 2,270 -42,371 -95%
SFS
50
Sowell Financial Services
Arkansas
$49K 1,854 – –
1
2
3 4