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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

74 hedge funds and large institutions have $87.4M invested in First Trust Utilities AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
13
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$8.71M
2
CF
2
Centaurus Financial
California
$2.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.79M
5
WWM
5
Western Wealth Management
Colorado
$600K

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$377K
2
Bank of America
2
Bank of America
North Carolina
$4.72M
3
Truist Financial
3
Truist Financial
North Carolina
$1.43M
4
UBS Group
4
UBS Group
Switzerland
$1.33M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
MAP
26
Milestone Advisory Partners
North Carolina
$456K 15,287 – –
AWA
27
Arkadios Wealth Advisors
Georgia
$447K 15,017 +4,755 +46%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$440K 14,785 -3,589 -20%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$429K 14,403 -2,346 -14%
JAWM
30
J. Arnold Wealth Management
Ohio
$377K 12,614 -323,376 -96%
NA
31
NewEdge Advisors
Louisiana
$364K 12,202 -1,070 -8%
P
32
&Partners
Tennessee
$364K 12,210 -620 -5%
DWMG
33
DB Wealth Management Group
California
$358K 11,993 -7,803 -39%
MWM
34
Meridian Wealth Management
Kentucky
$353K 11,855 – –
Goldman Sachs
35
Goldman Sachs
New York
$337K 11,300 -23,475 -68%
HI
36
Harbour Investments
Wisconsin
$333K 11,167 +11,167 New
BFA
37
Beaumont Financial Advisors
Massachusetts
$296K 9,940 -666 -6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$289K 9,709 -6,206 -39%
PAG
39
Private Advisor Group
New Jersey
$283K 9,485 -700 -7%
SAM
40
SignalPoint Asset Management
Missouri
$269K 9,029 +9,029 New
IA
41
IFP Advisors
Florida
$234K 7,840 -50 -0.6%
CWA
42
Clarus Wealth Advisors
Arizona
$223K 7,418 +7,418 New
MML Investors Services
43
MML Investors Services
Massachusetts
$210K 7,034 -4,322 -38%
APA
44
American Portfolios Advisors
New York
$202K 6,766 +183 +3%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$196K 6,565 +755 +13%
MIM
46
MTM Investment Management
South Carolina
$181K 6,085 – –
CFGS
47
Concourse Financial Group Securities
Alabama
$125K 4,201 +772 +23%
Citigroup
48
Citigroup
New York
$97K 3,263 -628 -16%
SFPG
49
Stonebridge Financial Planning Group
Florida
$87K 2,900 -1,000 -26%
WTC
50
WhitTier Trust Company
Nevada
$75K 2,500 – –
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