FXU icon

First Trust Utilities AlphaDEX Fund

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

20% more funds holding

Funds holding: 138166 (+28)

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$769M
2 +$167M
3 +$77.9M
4
Wells Fargo
Wells Fargo
California
+$41.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.18M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.03M
DADC
28
D.A. Davidson & Co
Montana
$3.91M
Osaic Holdings
29
Osaic Holdings
Arizona
$3.55M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.43M
Truist Financial
31
Truist Financial
North Carolina
$3.1M
GSWM
32
Greenup Street Wealth Management
Michigan
$3.02M
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.72M
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.39M
PWS
35
Proactive Wealth Strategies
Georgia
$2.36M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$2.16M
TFA
37
Transamerica Financial Advisors
Florida
$2.03M
GM
38
GeoWealth Management
Illinois
$1.9M
WIA
39
World Investment Advisors
California
$1.78M
EH
40
Equitable Holdings
New York
$1.74M
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.64M
SPC
42
Sigma Planning Corp
Michigan
$1.53M
CIA
43
Concurrent Investment Advisors
Florida
$1.47M
MML Investors Services
44
MML Investors Services
Massachusetts
$1.34M
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.32M
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.31M
DIP
47
Davis Investment Partners
North Carolina
$1.25M
GS
48
GTS Securities
New York
$1.21M
SG
49
StoneX Group
New York
$1.19M
AAS
50
Asset Allocation Strategies
Michigan
$1.18M