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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

83 hedge funds and large institutions have $95.5M invested in First Trust Utilities AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
25
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.75M
2
SMF
2
Sterling Manor Financial
New York
$5.07M
3
Wells Fargo
3
Wells Fargo
California
$7.81M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
FTUS
5
Flow Traders U.S.
New York
$1.13M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
IAIM
2
International Assets Investment Management
Florida
$292K
3
VCM
3
Virtue Capital Management
Tennessee
$0
4
Bank of America
4
Bank of America
North Carolina
$4.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.51M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Meridian Wealth Management
Kentucky
$403K 12,326 – –
RFWA
27
RPg Family Wealth Advisory
Massachusetts
$399K 12,198 – –
Goldman Sachs
28
Goldman Sachs
New York
$397K 12,150 -9,244 -43%
P
29
&Partners
Tennessee
$394K 12,057 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$379K 11,601 +1,386 +14%
KAS
31
Kestra Advisory Services
Texas
$368K 11,248 -2,986 -21%
NA
32
NewEdge Advisors
Louisiana
$365K 11,169 +2,274 +26%
HI
33
Harbour Investments
Wisconsin
$353K 10,813 -333 -3%
RIA
34
Regal Investment Advisors
Michigan
$351K 10,750 +9 +0.1%
MML Investors Services
35
MML Investors Services
Massachusetts
$348K 10,655 -4,116 -28%
PFS
36
Prospera Financial Services
Texas
$335K 10,215 -1,954 -16%
Jane Street
37
Jane Street
New York
$331K 10,129 +10,129 New
WWM
38
Western Wealth Management
Colorado
$330K 10,078 +10,078 New
PAG
39
Private Advisor Group
New Jersey
$302K 9,248 +115 +1%
PSF
40
Pacific Sun Financial
California
$294K 9,000 -500 -5%
SAM
41
SignalPoint Asset Management
Missouri
$294K 9,000 -26 -0.3%
IAIM
42
International Assets Investment Management
Florida
$292K 8,940 -92,136 -91%
CWA
43
Clarus Wealth Advisors
Arizona
$281K 8,727 +455 +6%
SPWM
44
Schrum Private Wealth Management
Florida
$275K 8,411 +8,411 New
CAN
45
Cetera Advisor Networks
California
$269K 8,225 +211 +3%
AR
46
Apeiron RIA
Texas
$264K 8,069 +8,069 New
IA
47
IFP Advisors
Florida
$255K 7,840 – –
WE
48
Wealth Effects
Massachusetts
$239K 7,298 +7,298 New
WFA
49
WMG Financial Advisors
Tennessee
$238K 7,277 +7,277 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$237K 7,237 +549 +8%
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