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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

110 hedge funds and large institutions have $166M invested in First Trust Utilities AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
37
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.7M
2
Truist Financial
2
Truist Financial
North Carolina
$12.1M
3
UBS Group
3
UBS Group
Switzerland
$5.96M
4
CAG
4
Csenge Advisory Group
Florida
$10.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.14M

Top Sellers

1
OPOWM
1
One Plus One Wealth Management
Florida
$0
2
TCM
2
Triumph Capital Management
Colorado
$0
3
GS
3
GTS Securities
New York
$433K
4
Jane Street
4
Jane Street
New York
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$926K 28,013 -422 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$849K 25,667 +4,482 +21%
AAS
28
Avantax Advisory Services
Texas
$706K 21,361 +8,395 +65%
OFS
29
OneAscent Financial Services
Alabama
$660K 19,944 +19,944 New
VCM
30
Virtue Capital Management
Tennessee
$641K 18,809 +606 +3%
NA
31
NewEdge Advisors
Louisiana
$627K 18,947 -2,659 -12%
WFA
32
WMG Financial Advisors
Tennessee
$584K 17,658 -1,189 -6%
TWM
33
Trueblood Wealth Management
Ohio
$485K 14,653 +3,248 +28%
Corient Private Wealth
34
Corient Private Wealth
Florida
$475K 14,349 +1,101 +8%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$461K 13,954 +7,138 +105%
KPWS
36
Kestra Private Wealth Services
Texas
$456K 13,790 +13,790 New
RFWA
37
RPg Family Wealth Advisory
Massachusetts
$444K 13,419 +1,792 +15%
GS
38
GTS Securities
New York
$433K 13,097 -39,486 -75%
Two Sigma Investments
39
Two Sigma Investments
New York
$427K 12,900 +12,900 New
RCAG
40
Rehmann Capital Advisory Group
Michigan
$422K 12,772 -294 -2%
CCA
41
Cottonwood Capital Advisors
Utah
$415K 12,554 -659 -5%
WA
42
Waverly Advisors
Alabama
$412K 12,462 -2,750 -18%
OCPWS
43
One Charles Private Wealth Services
Massachusetts
$382K 11,543 +89 +0.8%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$380K 11,487 +751 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$374K 11,318 -2,945 -21%
KAS
46
Kestra Advisory Services
Texas
$360K 10,893 +463 +4%
MWM
47
Meridian Wealth Management
Kentucky
$353K 10,663 +10,663 New
FAIM
48
Financial Advocates Investment Management
Washington
$338K 10,233 +501 +5%
RIA
49
Regal Investment Advisors
Michigan
$335K 10,118 – –
SEIA
50
Signature Estate & Investment Advisors
California
$332K 10,033 +10,033 New
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