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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

80 hedge funds and large institutions have $151M invested in First Trust Utilities AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$48.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.99M
3
Truist Financial
3
Truist Financial
North Carolina
$5.33M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.23M
5
IWM
5
IHT Wealth Management
Illinois
$1.6M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$518K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$646K
3
Wells Fargo
3
Wells Fargo
California
$5.84M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.69M
5
FTUS
5
Flow Traders U.S.
New York
$615K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$646K -$4.09M -120,233 -86%
FTUS
27
Flow Traders U.S.
New York
$615K -$561K -16,485 -48%
Citadel Advisors
28
Citadel Advisors
Florida
$610K +$610K +17,922 New
CCA
29
Cottonwood Capital Advisors
Utah
$594K -$49.8K -1,465 -8%
KAS
30
Kestra Advisory Services
Texas
$570K +$187K +5,505 +49%
RFWA
31
RPg Family Wealth Advisory
Massachusetts
$525K +$110K +3,249 +27%
MAP
32
Milestone Advisory Partners
North Carolina
$520K – – –
SMF
33
Sterling Manor Financial
New York
$518K -$4.75M -139,739 -90%
MWM
34
Meridian Wealth Management
Kentucky
$419K – – –
RIA
35
Regal Investment Advisors
Michigan
$366K +$170 +5 +0%
PFS
36
Prospera Financial Services
Texas
$363K +$15.8K +465 +5%
SWM
37
Spire Wealth Management
Virginia
$359K -$214K -6,272 -37%
NA
38
NewEdge Advisors
Louisiana
$359K -$20.5K -602 -5%
PAG
39
Private Advisor Group
New Jersey
$320K +$5.48K +161 +2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$309K +$62.7K +1,841 +25%
SAM
41
SignalPoint Asset Management
Missouri
$306K -$477 -14 -0.2%
CWA
42
Clarus Wealth Advisors
Arizona
$305K +$3.28K +95 +1%
PSF
43
Pacific Sun Financial
California
$296K -$10.2K -300 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$294K -$68.3K -2,008 -19%
SPWM
45
Schrum Private Wealth Management
Florida
$285K – – –
IA
46
IFP Advisors
Florida
$269K +$64.7K +2,485 +32%
WFA
47
WMG Financial Advisors
Tennessee
$250K – – –
WE
48
Wealth Effects
Massachusetts
$248K – – –
P
49
&Partners
Tennessee
$243K -$167K -4,904 -41%
EWM
50
EPG Wealth Management
Georgia
$238K +$82.1K +2,414 +53%
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