FXU icon

First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Virtue Capital Management
Tennessee
$6.84M
SF
27
Summit Financial
New Jersey
$6.57M
WWA
28
WCG Wealth Advisors
Nevada
$6.27M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.99M
DWA
30
Delos Wealth Advisors
Texas
$5.92M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.72M
MPIA
32
Milestones Private Investment Advisors
New York
$5.39M
FIA
33
Foundations Investment Advisors
Arizona
$5.26M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$4.74M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.3M
DADC
36
D.A. Davidson & Co
Montana
$4.25M
WIA
37
World Investment Advisors
California
$4.13M
OC
38
Oppenheimer & Co
New York
$3.43M
GSWM
39
Greenup Street Wealth Management
Michigan
$3.37M
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$3.02M
Osaic Holdings
41
Osaic Holdings
Arizona
$2.64M
EH
42
Equitable Holdings
New York
$2.51M
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.42M
PWS
44
Proactive Wealth Strategies
Georgia
$2.38M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.33M
TRCT
46
Tower Research Capital (TRC)
New York
$2.27M
FMP
47
Financial Management Professionals
Texas
$2.24M
TFA
48
Transamerica Financial Advisors
Florida
$2.22M
TWM
49
TriaGen Wealth Management
California
$2.22M
MML Investors Services
50
MML Investors Services
Massachusetts
$2.01M