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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

103 hedge funds and large institutions have $216M invested in First Trust Utilities AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
36
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Delos Wealth Advisors
Texas
$2.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
TRCT
5
Tower Research Capital (TRC)
New York
$862K

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Bank of America
2
Bank of America
North Carolina
$6.02M
3
AWM
3
AE Wealth Management
Kansas
$297K
4
CAM
4
Concorde Asset Management
Michigan
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.33M 40,511 -12,992 -24%
RCAG
27
Rehmann Capital Advisory Group
Michigan
$1.28M 39,072 -59,330 -60%
NA
28
NewEdge Advisors
Louisiana
$1.25M 38,186 -1,597 -4%
Stifel Financial
29
Stifel Financial
Missouri
$1.17M 35,524 -77,155 -68%
NP
30
Nilsine Partners
Colorado
$1.09M 33,350 +33,350 New
JWCA
31
J.W. Cole Advisors
Florida
$1.05M 31,902 -920 -3%
TRCT
32
Tower Research Capital (TRC)
New York
$862K 26,255 +26,255 New
DWMG
33
DB Wealth Management Group
California
$791K 24,096 -194 -0.8%
HWM
34
HB Wealth Management
Georgia
$741K 22,585 +8,289 +58%
BFA
35
Brendel Financial Advisors
New Hampshire
$724K 22,066 +329 +2%
KNW
36
Kesler Norman & Wride
Utah
$704K 21,433 -442 -2%
MSAM
37
Moloney Securities Asset Management
Missouri
$688K 20,950 +1,220 +6%
Goldman Sachs
38
Goldman Sachs
New York
$625K 19,043 +9,737 +105%
Citadel Advisors
39
Citadel Advisors
Florida
$621K 18,919 -22,052 -54%
SFG
40
StrategIQ Financial Group
Indiana
$538K 16,380 -2,285 -12%
CCA
41
Cottonwood Capital Advisors
Utah
$535K 16,285 -211 -1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$513K 15,628 +15,628 New
MAP
43
Milestone Advisory Partners
North Carolina
$502K 15,287 – –
PAG
44
Private Advisor Group
New Jersey
$467K 14,226 -1,279 -8%
MML Investors Services
45
MML Investors Services
Massachusetts
$449K 13,674 -7,694 -36%
CBFP
46
Cedar Brook Financial Partners
Ohio
$416K 12,671 +12,671 New
MWM
47
Meridian Wealth Management
Kentucky
$405K 12,326 – –
AWS
48
Atria Wealth Solutions
New York
$375K 11,413 +1,281 +13%
PFS
49
Prospera Financial Services
Texas
$369K 11,236 -1,490 -12%
Jane Street
50
Jane Street
New York
$368K 11,202 +11,202 New
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