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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
30
Reduced
37
Closed
20
Calls
–
Puts
$395K
Net Calls
-$395K
Net Calls Change
-$395K

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.1M
2
SMF
2
Sterling Manor Financial
New York
$4.03M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$5.74M
4
Jane Street
4
Jane Street
New York
$3.55M
5
CAM
5
Concorde Asset Management
Michigan
$2.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.87M
4
LPL Financial
4
LPL Financial
California
$21.1M
5
Wells Fargo
5
Wells Fargo
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.69M 53,124 -5,791 -10%
NA
27
NewEdge Advisors
Louisiana
$1.44M 45,293 +7,107 +19%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.36M 42,712 -5,193 -11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.33M 41,728 +3,165 +8%
WFA
30
WMG Financial Advisors
Tennessee
$1.29M 40,539 -10,085 -20%
TCM
31
Triumph Capital Management
Colorado
$951K 29,918 +29,918 New
Stifel Financial
32
Stifel Financial
Missouri
$884K 27,807 -7,717 -22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$851K 26,742 -126,161 -83%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$769K 24,185 -14,887 -38%
KNW
35
Kesler Norman & Wride
Utah
$681K 21,433 – –
MSAM
36
Moloney Securities Asset Management
Missouri
$648K 20,373 -577 -3%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$640K 20,127 -20,864 -51%
TRCT
38
Tower Research Capital (TRC)
New York
$562K 17,685 -8,570 -33%
JWCA
39
J.W. Cole Advisors
Florida
$559K 17,586 -14,316 -45%
DWMG
40
DB Wealth Management Group
California
$556K 17,482 -6,614 -27%
Goldman Sachs
41
Goldman Sachs
New York
$546K 17,186 -1,857 -10%
PAG
42
Private Advisor Group
New Jersey
$509K 15,998 +1,772 +12%
CCA
43
Cottonwood Capital Advisors
Utah
$508K 15,968 -317 -2%
SFG
44
StrategIQ Financial Group
Indiana
$502K 15,780 -600 -4%
MAP
45
Milestone Advisory Partners
North Carolina
$486K 15,287 – –
MML Investors Services
46
MML Investors Services
Massachusetts
$445K 14,012 +338 +2%
HWM
47
HB Wealth Management
Georgia
$437K 13,736 -8,849 -39%
CBFP
48
Cedar Brook Financial Partners
Ohio
$401K 12,601 -70 -0.6%
MWM
49
Meridian Wealth Management
Kentucky
$392K 12,326 – –
EH
50
Equitable Holdings
New York
$385K 12,101 +12,101 New
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