First Trust Utilities AlphaDEX Fund
FXU
190 hedge funds and large institutions have $1.52B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 22 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 65
5% more capital invested
Capital invested by funds: $1.45B → $1.52B (+$66.6M)
0.08% less ownership
Funds ownership: 87.47% → 87.39% (-0.08%)
4% less funds holding
Funds holding: 198 → 190 (-8)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.7M |
| 2 |
Morgan Stanley
New York
|
+$9.06M |
| 3 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$7.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.92M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$21M |
| 2 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$11.2M |
| 3 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$8.72M |
| 4 |
Two Sigma Investments
New York
|
-$8.17M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.59M |
FXU Hedge Fund Activity: Q3 2025 in Review
190 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q3 2025, worth a combined $1.52B — up 4.6% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FXU and 16 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 75 added.
The largest buyer was Wells Fargo, adding an estimated $11.7M. The largest seller was First Trust Advisors, cutting an estimated $21M.
- 190 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q3 2025, down from 198 in Q2 2025.
- Funds reported $1.52B of First Trust Utilities AlphaDEX Fund stock for Q3 2025, up 4.6% quarter-over-quarter.
- 16 funds opened new First Trust Utilities AlphaDEX Fund positions in Q3 2025 and 22 closed out, a net change of -6 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q3 2025 was Wells Fargo, an estimated $11.7M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q3 2025 was First Trust Advisors, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2025.