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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

108 hedge funds and large institutions have $1.12B invested in First Trust Utilities AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
27
Increased
48
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$583M
2
Morgan Stanley
2
Morgan Stanley
New York
$106M
3
Wells Fargo
3
Wells Fargo
California
$72.2M
4
Bank of America
4
Bank of America
North Carolina
$36.4M
5
NC
5
NewSquare Capital
Pennsylvania
$17.5M

Top Sellers

1
RIG
1
RiverFront Investment Group
Virginia
$34.7M
2
VF
2
Virtu Financial
New York
$0
3
SS
3
Simplicity Solutions
Minnesota
$0
4
ACM
4
AlphaStar Capital Management
North Carolina
$1.66M
5
SAM
5
Shamrock Asset Management
Texas
$6.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$810K 28,218 -6,281 -18%
FFS
52
Founders Financial Securities
Maryland
$772K 26,881 +26,881 New
HI
53
Horizon Investments
North Carolina
$769K 26,798 +26,798 New
CAN
54
Cetera Advisor Networks
California
$692K 24,208 +5,088 +27%
SFI
55
SPC Financial Inc
Maryland
$664K 23,125 +23,125 New
RCAG
56
Rehmann Capital Advisory Group
Michigan
$559K 19,471 +2,249 +13%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$516K 17,960 +17,960 New
SPIA
58
Steward Partners Investment Advisory
New York
$485K 16,917 +184 +1%
MIAN
59
Mariner Independent Advisor Network
Kansas
$483K 16,923 +16,923 New
DBRC
60
D.B. Root & Company
Pennsylvania
$480K 16,738 -1,858 -10%
SG
61
StoneX Group
New York
$478K 16,652 +16,652 New
RFM
62
Royal Fund Management
Florida
$419K 14,628 -7,539 -34%
RIA
63
Regal Investment Advisors
Michigan
$373K 12,994 – –
LFG
64
LifePlan Financial Group
Ohio
$355K 12,371 – –
PSF
65
Pacific Sun Financial
California
$347K 12,090 +12,090 New
WWM
66
Western Wealth Management
Colorado
$345K 11,923 +4 +0%
PAG
67
Private Advisor Group
New Jersey
$341K 11,865 +586 +5%
Citigroup
68
Citigroup
New York
$334K 11,639 +4,943 +74%
BA
69
Ballew Advisors
Mississippi
$333K 11,399 +12 +0.1%
BWCS
70
Beirne Wealth Consulting Services
Connecticut
$311K 10,845 +10,845 New
VAS
71
Vestmark Advisory Solutions
Massachusetts
$307K 10,710 -441 -4%
RIA
72
Realta Investment Advisors
Delaware
$306K 10,672 +10,672 New
WSTAM
73
Wilbanks Smith & Thomas Asset Management
Virginia
$281K 9,799 +9,799 New
CWM
74
Cornerstone Wealth Management
Missouri
$257K 8,978 -2,645 -23%
AWM
75
AE Wealth Management
Kansas
$247K 8,607 +8,607 New
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