First Trust Utilities AlphaDEX Fund
FXU
94 hedge funds and large institutions have $633M invested in First Trust Utilities AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 23 closing their positions.
1.58% less ownership
Funds ownership: 81.71% → 80.13% (-1.6%)
10% less funds holding
Funds holding: 104 → 94 (-10)
30% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 23
38% less capital invested
Capital invested by funds: $1.03B → $633M (-$392M)
57% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 46
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.23M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.98M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$1.72M |
| 4 |
Goldman Sachs
New York
|
+$1.63M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$154M |
| 2 |
Morgan Stanley
New York
|
-$24.7M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$13.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.1M |
FXU Hedge Fund Activity: Q1 2020 in Review
94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2020, worth a combined $633M — down 38% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of FXU and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 20 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.23M. The largest seller was First Trust Advisors, cutting an estimated $154M.
- 94 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2020, down from 104 in Q4 2019.
- Funds reported $633M of First Trust Utilities AlphaDEX Fund stock for Q1 2020, down 38% quarter-over-quarter.
- 16 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2020 and 23 closed out, a net change of -7 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $3.23M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q1 2020 was First Trust Advisors, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2020.