FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

76 hedge funds and large institutions have $206M invested in First Trust Utilities AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.7M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.36M
4
VF
4
Virtu Financial
New York
$3.62M
5
WP
5
WealthSource Partners
California
$2.63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.8M
2
LPL Financial
2
LPL Financial
California
$3.71M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$313K
4
RJA
4
Raymond James & Associates
Florida
$16.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
51
Parkside Financial Bank & Trust
Missouri
$47K – – –
AF
52
Advisornet Financial
Minnesota
$39K – – –
RCAG
53
Rehmann Capital Advisory Group
Michigan
$34.5K +$110 +4 +0.3%
GP
54
Girard Partners
Pennsylvania
$33K +$33K +1,230 New
NFG
55
Next Financial Group
Texas
$30K +$30K +1,075 New
MWPCG
56
Measured Wealth Private Client Group
New Hampshire
$29K +$29K +1,050 New
WEC
57
Winslow Evans & Crocker
Massachusetts
$28K – – –
AP
58
Atwood & Palmer
Missouri
$24K – – –
NC
59
NewSquare Capital
Pennsylvania
$23K – – –
BWA
60
Burt Wealth Advisors
Maryland
$20K – – –
TFA
61
Transamerica Financial Advisors
Florida
$18K -$835 -29 -4%
William Blair & Company
62
William Blair & Company
Illinois
$16K +$28 +1 +0.2%
QCIG
63
Quad-Cities Investment Group
Iowa
$11K -$21.5K -780 -66%
APA
64
American Portfolios Advisors
New York
$10.1K – – –
ASN
65
Advisory Services Network
Georgia
$10K -$4.29K -160 -30%
AWMS
66
Advocacy Wealth Management Services
Georgia
$9K – – –
TIM
67
Tortoise Investment Management
New York
$7K – – –
RFC
68
Regions Financial Corp
Alabama
$7K – – –
HI
69
Hudock Inc
Pennsylvania
$7K – – –
BRC
70
Bell Rock Capital
Delaware
$7K +$54 +2 +0.8%
VFA
71
Valeo Financial Advisors
Indiana
$5K – – –
GWM
72
Geneos Wealth Management
Colorado
$5K – – –
MWM
73
MinichMacGregor Wealth Management
New York
$5K +$24 +1 +0.5%
AA
74
Advisory Alpha
Michigan
$3K -$1.07M -35,778 -100%
FHA
75
Flagship Harbor Advisors
Massachusetts
$1K – – –
1 2
3
4