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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

77 hedge funds and large institutions have $109M invested in First Trust Utilities AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
14
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$9.54M
2
AWM
2
AE Wealth Management
Kansas
$1.17M
3
SS
3
Simplicity Solutions
Minnesota
$1.15M
4
PFS
4
Prospera Financial Services
Texas
$1.11M
5
Goldman Sachs
5
Goldman Sachs
New York
$987K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$4.18M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$322K
3
UBS Group
3
UBS Group
Switzerland
$3.89M
4
Wells Fargo
4
Wells Fargo
California
$7.11M
5
Bank of America
5
Bank of America
North Carolina
$8.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$748K +$52.5K +1,850 +8%
TRCT
27
Tower Research Capital (TRC)
New York
$666K -$1.03M -36,165 -61%
DWMG
28
DB Wealth Management Group
California
$562K +$562K +19,796 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$521K -$64.3K -2,268 -11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$475K +$94.1K +3,319 +25%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$451K +$29.4K +1,039 +7%
MAP
32
Milestone Advisory Partners
North Carolina
$434K – – –
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$397K +$397K +14,004 New
NA
34
NewEdge Advisors
Louisiana
$377K -$36.2K -1,276 -9%
P
35
&Partners
Tennessee
$364K -$21.8K -767 -6%
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$347K – – –
MWM
37
Meridian Wealth Management
Kentucky
$336K +$336K +11,855 New
MML Investors Services
38
MML Investors Services
Massachusetts
$322K -$2.58M -91,115 -89%
RIA
39
Regal Investment Advisors
Michigan
$316K +$316K +11,123 New
BFA
40
Beaumont Financial Advisors
Massachusetts
$301K -$69.9K -2,462 -19%
AWA
41
Arkadios Wealth Advisors
Georgia
$291K +$291K +10,262 New
TSS
42
Two Sigma Securities
New York
$290K +$290K +10,229 New
PAG
43
Private Advisor Group
New Jersey
$289K -$30.1K -1,061 -9%
WWM
44
Western Wealth Management
Colorado
$260K -$40.7K -1,432 -14%
IA
45
IFP Advisors
Florida
$224K -$49.7K -1,750 -18%
CAN
46
Cetera Advisor Networks
California
$218K -$11.5K -406 -5%
APA
47
American Portfolios Advisors
New York
$187K +$6.05K +213 +3%
MIM
48
MTM Investment Management
South Carolina
$173K +$173K +6,085 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$165K -$6.67K -235 -4%
SFPG
50
Stonebridge Financial Planning Group
Florida
$111K -$58.4K -2,052 -34%
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