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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

63 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
19
Reduced
26
Closed
14
Calls
$343K
Puts
$225K
Net Calls
+$118K
Net Calls Change
+$621K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.38M
5
SAM
5
SignalPoint Asset Management
Missouri
$4.85M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$6.94M
3
BTS
3
BB&T Securities
Virginia
$2.68M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
BFA
5
Beaumont Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IPC
51
Independent Portfolio Consultants
Florida
$35K 1,490 -2,640 -64%
NFG
52
Next Financial Group
Texas
$33K 1,400 -500 -26%
WEC
53
Winslow Evans & Crocker
Massachusetts
$22.5K 950 – –
WA
54
WFG Advisors
Texas
$18K 750 -782 -51%
JFGIW
55
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K 745 +745 New
MFS
56
MSI Financial Services
Massachusetts
$16K 692 -1,198 -63%
BWA
57
Burt Wealth Advisors
Maryland
$16K 711 – –
RIA
58
Regal Investment Advisors
Michigan
$15K 650 – –
CTC
59
Central Trust Company
Missouri
$15K 621 +621 New
ASN
60
Advisory Services Network
Georgia
$6K 231 -3,524 -94%
TIM
61
Tortoise Investment Management
New York
$6K 248 – –
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 262 +262 New
FSIM
63
F-Squared Investment Management
Massachusetts
– – -14,281,304 Closed
PPA
64
Parametric Portfolio Associates
Washington
– – -1,718,665 Closed
BFA
65
Beaumont Financial Advisors
Massachusetts
– – -1,213,913 Closed
Deutsche Bank
66
Deutsche Bank
Germany
– – -124,500 Closed
SS
67
Simplicity Solutions
Minnesota
– – -51,149 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
– – -25,778 Closed
FA
69
FDx Advisors
Illinois
– – -21,658 Closed
ACM
70
Argentus Capital Management
Texas
– – -19,339 Closed
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
– – -12,004 Closed
MAS
72
Madden Advisory Services
Florida
– – -2,635 Closed
US Bancorp
73
US Bancorp
Minnesota
– – -2,503 Closed
NPC
74
National Planning Corporation
California
– – -1,000 Closed
WRM
75
Westport Resources Management
Connecticut
– – -500 Closed
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