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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

99 hedge funds and large institutions have $1.24B invested in First Trust Utilities AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
16
Reduced
57
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODG
1
O'Dell Group
Ohio
$6.52M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.93M
3
SFI
3
SPC Financial Inc
Maryland
$937K
4
BIG
4
Bellwether Investment Group
Tennessee
$465K
5
HFS
5
HL Financial Services
Kentucky
$3.64M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$588M
2
Morgan Stanley
2
Morgan Stanley
New York
$151M
3
RIG
3
RiverFront Investment Group
Virginia
$40.1M
4
UBS Group
4
UBS Group
Switzerland
$37.2M
5
Wells Fargo
5
Wells Fargo
California
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$693K 25,926 +753 +3%
HI
52
Horizon Investments
North Carolina
$686K 25,674 -554 -2%
FFS
53
Founders Financial Securities
Maryland
$686K 25,674 -554 -2%
PFS
54
Prospera Financial Services
Texas
$649K 24,108 -18,798 -44%
RIA
55
Regal Investment Advisors
Michigan
$647K 24,195 -22,666 -48%
VFA
56
Voya Financial Advisors
Connecticut
$637K 23,659 +1,781 +8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$601K 22,499 +4,185 +23%
FHC
58
First Heartland Consultants
Missouri
$583K 21,829 -852 -4%
WF
59
WealthTrust Fairport
Ohio
$502K 18,775 – –
IA
60
IFP Advisors
Florida
$499K 18,657 -1,012 -5%
BIG
61
Bellwether Investment Group
Tennessee
$465K 17,380 +17,380 New
SG Americas Securities
62
SG Americas Securities
New York
$426K 15,932 -13,767 -46%
Goldman Sachs
63
Goldman Sachs
New York
$359K 13,426 +13,426 New
SI
64
Stephens Inc
Arkansas
$356K 13,333 -3,737 -22%
MFBTD
65
MB Financial Bank - Trust Department
Illinois
$345K 12,902 +12,902 New
WA
66
WFG Advisors
Texas
$338K 12,630 +5,644 +81%
VAM
67
Visionary Asset Management
Texas
$320K 11,981 -11,989 -50%
Citigroup
68
Citigroup
New York
$320K 11,977 +803 +7%
KA
69
Kovack Advisors
Florida
$320K 11,973 +2,205 +23%
TSS
70
Two Sigma Securities
New York
$303K 11,327 +11,327 New
CC
71
Cedar Capital
Illinois
$293K 10,938 -2,684 -20%
LFAS
72
Level Four Advisory Services
Texas
$267K 10,003 +10,003 New
NA
73
Navellier & Associates
Nevada
$260K 9,720 +106 +1%
AI
74
Atria Investments
North Carolina
$254K 9,507 -4,770 -33%
FAAS
75
First Allied Advisory Services
California
$249K 9,312 -8,456 -48%
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