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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

99 hedge funds and large institutions have $195M invested in First Trust Utilities AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
PCH
2
PGIM Custom Harvest
New Jersey
$9.94M
3
LPL Financial
3
LPL Financial
California
$17.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.75M
5
CAN
5
Cetera Advisor Networks
California
$5.19M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.31M
2
CAM
2
Concorde Asset Management
Michigan
$0
3
Bank of America
3
Bank of America
North Carolina
$2.81M
4
WA
4
Win Advisors
Florida
$0
5
Jane Street
5
Jane Street
New York
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.07M 33,908 -683 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.03M 32,386 +11,140 +52%
Stifel Financial
28
Stifel Financial
Missouri
$777K 24,512 +1,443 +6%
PAG
29
Private Advisor Group
New Jersey
$739K 23,318 +9,886 +74%
WFA
30
WMG Financial Advisors
Tennessee
$654K 20,657 -218 -1%
RCAG
31
Rehmann Capital Advisory Group
Michigan
$582K 18,365 -888 -5%
SFG
32
StrategIQ Financial Group
Indiana
$479K 15,130 -650 -4%
CCA
33
Cottonwood Capital Advisors
Utah
$457K 14,430 -64 -0.4%
RFWA
34
RPg Family Wealth Advisory
Massachusetts
$442K 13,948 +13,948 New
AAS
35
Avantax Advisory Services
Texas
$441K 13,930 +2,699 +24%
GS
36
GTS Securities
New York
$427K 13,484 +13,484 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$419K 13,237 +13,237 New
Two Sigma Investments
38
Two Sigma Investments
New York
$380K 12,000 +12,000 New
OCPWS
39
One Charles Private Wealth Services
Massachusetts
$367K 11,575 +11,575 New
TWM
40
Trueblood Wealth Management
Ohio
$361K 11,405 +11,405 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$354K 11,375 +500 +5%
AWS
42
Atria Wealth Solutions
New York
$348K 10,998 -229 -2%
KAS
43
Kestra Advisory Services
Texas
$343K 10,839 -8,031 -43%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$339K 10,707 +575 +6%
MWM
45
Meridian Wealth Management
Kentucky
$338K 10,663 -1,663 -13%
RIA
46
Regal Investment Advisors
Michigan
$321K 10,118 -1,050 -9%
WWM
47
Western Wealth Management
Colorado
$301K 9,499 -57 -0.6%
SAM
48
SignalPoint Asset Management
Missouri
$291K 9,206 +388 +4%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$290K 9,143 – –
PFS
50
Prospera Financial Services
Texas
$286K 9,022 +16 +0.2%
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