FXU icon

First Trust Utilities AlphaDEX Fund

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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $395K

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$395K
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$4.03M
3 +$3.7M
4
Jane Street
Jane Street
New York
+$3.2M
5
CAM
Concorde Asset Management
Michigan
+$2.87M

Top Sellers

1 -$6.46M
2 -$6.02M
3 -$5.86M
4
LPL Financial
LPL Financial
California
-$4.37M
5
Wells Fargo
Wells Fargo
California
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.69M
27
$1.44M
28
$1.36M
29
$1.33M
30
$1.29M
31
$951K
32
$884K
33
$851K
34
$769K
35
$681K
36
$648K
37
$640K
38
$562K
39
$559K
40
$556K
41
$546K
42
$509K
43
$508K
44
$502K
45
$486K
46
$445K
47
$437K
48
$401K
49
$392K
50
$385K