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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

79 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
10
Reduced
43
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.85M
2
FTUS
2
Flow Traders U.S.
New York
$1.36M
3
Jane Street
3
Jane Street
New York
$2.48M
4
TI
4
Trexquant Investment
Connecticut
$818K
5
FEM
5
Fulcrum Equity Management
Texas
$787K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$217K -$12.5K -486 -5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$180K +$5K +194 +3%
APA
53
American Portfolios Advisors
New York
$155K +$17.6K +681 +13%
FEG
54
Financial Enhancement Group
Indiana
$147K -$18.6K -723 -11%
Citigroup
55
Citigroup
New York
$120K -$97.5K -3,783 -45%
SPIA
56
Steward Partners Investment Advisory
New York
$107K -$15K -580 -12%
CFGS
57
Concourse Financial Group Securities
Alabama
$97K – – –
WTC
58
WhitTier Trust Company
Nevada
$64K – – –
SFS
59
Sowell Financial Services
Arkansas
$48K – – –
EP
60
Eudaimonia Partners
Tennessee
$48K +$10.2K +392 +27%
AAP
61
Arax Advisory Partners
Colorado
$46K – – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$44K – – –
AP
63
Atwood & Palmer
Missouri
$43K -$11.2K -440 -21%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
LFG
65
LifePlan Financial Group
Ohio
$37K -$97K -3,812 -72%
AWA
66
Arkadios Wealth Advisors
Georgia
$34K -$12.9K -487 -28%
GWM
67
Geneos Wealth Management
Colorado
$34K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$31K +$2.88K +112 +10%
CFB
69
Cullen/Frost Bankers
Texas
$25K – – –
BFEC
70
Benjamin F. Edwards & Company
Missouri
$22K -$5.21M -202,184 -100%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$13K -$5.38K -213 -29%
TFA
72
Transamerica Financial Advisors
Florida
$12K -$106K -4,015 -90%
William Blair & Company
73
William Blair & Company
Illinois
$7K – – –
VFA
74
Valeo Financial Advisors
Indiana
$5K – – –
WR
75
Watson Rebecca
$4K +$4K +160 New
1 2
3
4 5