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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

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.

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
57
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$769M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$168M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$77.9M
4
Wells Fargo
4
Wells Fargo
California
$55.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$502K
2
Truist Financial
2
Truist Financial
North Carolina
$3.1M
3
CAG
3
Csenge Advisory Group
Florida
$9.64M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.42M
5
RAS
5
RPS Advisory Solutions
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.19M 102,041 +42,402 +71%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.03M 98,139 +82,552 +530%
DADC
28
D.A. Davidson & Co
Montana
$3.91M 95,289 +95,289 New
Osaic Holdings
29
Osaic Holdings
Arizona
$3.55M 86,500 +17,649 +26%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.43M 83,523 +26,897 +47%
Truist Financial
31
Truist Financial
North Carolina
$3.1M 75,705 -126,519 -63%
GSWM
32
Greenup Street Wealth Management
Michigan
$3.02M 73,540 +73,540 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.72M 66,377 +45,104 +212%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.39M 58,177 +58,177 New
PWS
35
Proactive Wealth Strategies
Georgia
$2.36M 57,453 +34,964 +155%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$2.16M 52,603 +52,603 New
TFA
37
Transamerica Financial Advisors
Florida
$2.03M 49,410 +49,344 +74,764%
GM
38
GeoWealth Management
Illinois
$1.9M 46,364 +26,223 +130%
WIA
39
World Investment Advisors
California
$1.78M 43,405 +43,405 New
EH
40
Equitable Holdings
New York
$1.74M 42,347 +30,830 +268%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.64M 40,099 +2,909 +8%
SPC
42
Sigma Planning Corp
Michigan
$1.53M 37,274 -5,825 -14%
CIA
43
Concurrent Investment Advisors
Florida
$1.47M 35,846 +12,263 +52%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.34M 32,712 +4,243 +15%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.32M 32,143 +5,258 +20%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.31M 31,859 -702 -2%
DIP
47
Davis Investment Partners
North Carolina
$1.25M 30,909 +30,909 New
GS
48
GTS Securities
New York
$1.21M 29,574 +19,910 +206%
SG
49
StoneX Group
New York
$1.19M 29,037 +29,037 New
AAS
50
Asset Allocation Strategies
Michigan
$1.18M 28,670 +21,488 +299%
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