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First Trust Utilities AlphaDEX Fund
FXU

168 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 45 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more capital invested

Capital invested by funds: $223M → $1.51B (+$1.29B)

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

206.68% more ownership

Funds ownership: 64.95% → 271.64% (+207%)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

22% more funds holding

Funds holding: 138 → 168 (+30)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$743M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$161M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$75.2M
4
Wells Fargo
Wells Fargo
California
+$39.7M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$8M
2
Truist Financial
Truist Financial
North Carolina
-$5.01M
3
CAG
Csenge Advisory Group
Florida
-$3.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
5
RAS
RPS Advisory Solutions
Kentucky
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.18M +$1.68M +42,402 +71%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.03M +$3.27M +82,552 +530%
DADC
28
D.A. Davidson & Co
Montana
$3.91M +$3.77M +95,289 New
Osaic Holdings
29
Osaic Holdings
Arizona
$3.55M +$699K +17,649 +26%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.43M +$1.06M +26,897 +47%
Truist Financial
31
Truist Financial
North Carolina
$3.1M -$5.01M -126,519 -63%
GSWM
32
Greenup Street Wealth Management
Michigan
$3.02M +$2.91M +73,540 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.72M +$1.79M +45,104 +212%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.39M +$2.3M +58,177 New
PWS
35
Proactive Wealth Strategies
Georgia
$2.36M +$1.38M +34,964 +155%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$2.16M +$2.08M +52,603 New
TFA
37
Transamerica Financial Advisors
Florida
$2.03M +$1.95M +49,344 +74,764%
GM
38
GeoWealth Management
Illinois
$1.9M +$1.04M +26,223 +130%
WIA
39
World Investment Advisors
California
$1.78M +$1.72M +43,405 New
EH
40
Equitable Holdings
New York
$1.74M +$1.22M +30,830 +268%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.64M +$115K +2,909 +8%
SPC
42
Sigma Planning Corp
Michigan
$1.53M -$231K -5,825 -14%
CIA
43
Concurrent Investment Advisors
Florida
$1.47M +$485K +12,263 +52%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.34M +$168K +4,243 +15%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$208K +5,258 +20%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$27.8K -702 -2%
DIP
47
Davis Investment Partners
North Carolina
$1.25M +$1.22M +30,909 New
GS
48
GTS Securities
New York
$1.21M +$788K +19,910 +206%
SG
49
StoneX Group
New York
$1.19M +$1.15M +29,037 New
AAS
50
Asset Allocation Strategies
Michigan
$1.18M +$850K +21,488 +299%
1
2
3 4 5

FXU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2025, worth a combined $1.51B — up 581% from $223M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FXU positions and 13 closed out — a net gain of 32 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $743M. The largest seller was Harbour Investments, cutting an estimated $8M.

  • 168 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.51B of First Trust Utilities AlphaDEX Fund stock for Q1 2025, up 581% quarter-over-quarter.
  • 45 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of +32 holders.
  • The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2025 was First Trust Advisors, an estimated $743M added.
  • The largest First Trust Utilities AlphaDEX Fund seller in Q1 2025 was Harbour Investments, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2025.