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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

120 hedge funds and large institutions have $217M invested in First Trust Utilities AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
LPL Financial
2
LPL Financial
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$9.89M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.97M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$8.41M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$750K
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$977K 25,387 -7,917 -24%
CIA
27
Concurrent Investment Advisors
Florida
$913K 23,727 +17,022 +254%
BEI
28
Benjamin Edwards Inc
Missouri
$889K 23,102 +23,102 New
AAS
29
Avantax Advisory Services
Texas
$863K 22,427 +1,066 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$831K 21,605 -4,062 -16%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$813K 21,117 +14,598 +224%
PWS
32
Proactive Wealth Strategies
Georgia
$776K 20,164 +20,164 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$750K 19,488 -31,501 -62%
Goldman Sachs
34
Goldman Sachs
New York
$730K 18,980 +18,980 New
WFA
35
WMG Financial Advisors
Tennessee
$679K 17,658 – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$675K 17,547 +11,260 +179%
Corient Private Wealth
37
Corient Private Wealth
Florida
$668K 17,368 +3,019 +21%
HAS
38
HBW Advisory Services
California
$648K 16,831 +16,831 New
Baird Financial Group
39
Baird Financial Group
Wisconsin
$628K 16,329 +10,262 +169%
OPS
40
Orion Portfolio Solutions
Nebraska
$615K 15,973 +15,973 New
BCI
41
Brinker Capital Investments
Pennsylvania
$615K 15,973 +15,973 New
NA
42
NewEdge Advisors
Louisiana
$593K 15,401 -3,546 -19%
SPWM
43
Schrum Private Wealth Management
Florida
$590K 15,336 +6,925 +82%
TWM
44
Trueblood Wealth Management
Ohio
$564K 14,653 – –
RCAG
45
Rehmann Capital Advisory Group
Michigan
$496K 12,893 +121 +0.9%
LMKC
46
L.M. Kohn & Company
Ohio
$491K 12,756 +2,954 +30%
WA
47
Waverly Advisors
Alabama
$465K 12,072 -390 -3%
CF
48
Centaurus Financial
California
$443K 11,510 +11,510 New
OCPWS
49
One Charles Private Wealth Services
Massachusetts
$442K 11,487 -56 -0.5%
FAIM
50
Financial Advocates Investment Management
Washington
$436K 11,328 +1,095 +11%
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