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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

74 hedge funds and large institutions have $87.4M invested in First Trust Utilities AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
13
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$8.71M
2
CF
2
Centaurus Financial
California
$2.45M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.79M
5
WWM
5
Western Wealth Management
Colorado
$600K

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$377K
2
Bank of America
2
Bank of America
North Carolina
$4.72M
3
Truist Financial
3
Truist Financial
North Carolina
$1.43M
4
UBS Group
4
UBS Group
Switzerland
$1.33M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
51
Parkside Financial Bank & Trust
Missouri
$51K 1,715 – –
GWM
52
Geneos Wealth Management
Colorado
$42K 1,377 – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$38K 1,281 – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$34K 1,152 -323 -22%
EP
55
Eudaimonia Partners
Tennessee
$33K 1,110 -278 -20%
CAL
56
Capital Analysts LLC
Pennsylvania
$32K 1,061 +1,061 New
CFB
57
Cullen/Frost Bankers
Texas
$29K 981 – –
SPIA
58
Steward Partners Investment Advisory
New York
$24.5K 821 – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$24K 790 +547 +225%
MCC
60
Money Concepts Capital
Florida
$23K 767 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$22K 727 – –
BFEC
62
Benjamin F. Edwards & Company
Missouri
$17K 562 – –
William Blair & Company
63
William Blair & Company
Illinois
$15K 517 +256 +98%
NFG
64
Next Financial Group
Texas
$6K 192 +95 +98%
VFA
65
Valeo Financial Advisors
Indiana
$5K 177 – –
CIAS
66
Capital Investment Advisory Services
North Carolina
$4K 135 – –
GI
67
Gradient Investments
Minnesota
$3K 105 +105 New
TFA
68
Transamerica Financial Advisors
Florida
$2K 60 – –
KFI
69
Key Financial Inc
Pennsylvania
$2K 78 – –
LFG
70
Larson Financial Group
Missouri
$2K 52 +4 +8%
HIA
71
Harbor Investment Advisory
Maryland
$2K 63 +63 New
CAAS
72
Capital Asset Advisory Services
Michigan
$2K 80 +80 New
AF
73
Advisornet Financial
Minnesota
$1K 22 – –
VCM
74
Virtue Capital Management
Tennessee
– – -59,334 Closed
AWM
75
AE Wealth Management
Kansas
– – -41,319 Closed
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3
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