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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.5M
2
LPL Financial
LPL Financial
California
+$22.2M
3
Raymond James Financial
Raymond James Financial
Florida
+$16.2M
4
RW
Rockport Wealth
Ohio
+$15.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.6M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$171M
2
First Trust Advisors
First Trust Advisors
Illinois
-$94.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$77.9M
4
NP
Nilsine Partners
Colorado
-$2.77M
5
GM
GeoWealth Management
Illinois
-$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$6.84M +$5.89M +138,901 +616%
SF
27
Summit Financial
New Jersey
$6.57M +$610K +14,405 +10%
WWA
28
WCG Wealth Advisors
Nevada
$6.27M +$6.27M +147,893 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.99M +$2.45M +57,834 +69%
DWA
30
Delos Wealth Advisors
Texas
$5.92M -$303K -7,151 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.72M +$1.56M +36,879 +38%
FIA
32
Foundations Investment Advisors
Arizona
$5.26M +$371K +8,755 +8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.74M -$1.82K -43 -0%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$4.3M +$2.93M +69,247 +215%
DADC
35
D.A. Davidson & Co
Montana
$4.25M +$207K +4,880 +5%
WIA
36
World Investment Advisors
California
$4.13M +$2.29M +54,046 +125%
OC
37
Oppenheimer & Co
New York
$3.43M +$3.43M +81,005 New
GSWM
38
Greenup Street Wealth Management
Michigan
$3.37M +$256K +6,035 +8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$3.02M +$2.65M +62,582 +725%
Osaic Holdings
40
Osaic Holdings
Arizona
$2.64M -$702K -18,186 -21%
EH
41
Equitable Holdings
New York
$2.51M +$713K +16,828 +40%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.42M -$44.8K -1,056 -2%
PWS
43
Proactive Wealth Strategies
Georgia
$2.38M -$51K -1,203 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.33M -$171M -4,035,551 -99%
TRCT
45
Tower Research Capital (TRC)
New York
$2.27M +$2.18M +51,405 +2,381%
FMP
46
Financial Management Professionals
Texas
$2.24M +$2.24M +52,843 New
TFA
47
Transamerica Financial Advisors
Florida
$2.22M +$128K +3,012 +6%
TWM
48
TriaGen Wealth Management
California
$2.22M +$1.06M +25,095 +92%
MML Investors Services
49
MML Investors Services
Massachusetts
$2.01M +$628K +14,808 +45%
SPC
50
Sigma Planning Corp
Michigan
$1.84M +$261K +6,166 +17%
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