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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

108 hedge funds and large institutions have $293M invested in First Trust Utilities AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+14
Holders Change %
+14.89%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
43
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.4M
2
AWM
2
AE Wealth Management
Kansas
$9.78M
3
KAS
3
Kestra Advisory Services
Texas
$6.15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.79M
5
RJA
5
Raymond James & Associates
Florida
$7.03M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$43.4M
2
KA
2
Kovack Advisors
Florida
$1.03M
3
CA
3
CoreCap Advisors
Michigan
$506K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Cottonwood Capital Advisors
Utah
$532K -$23K -753 -4%
MSAM
52
Moloney Securities Asset Management
Missouri
$524K +$103K +3,355 +24%
CA
53
CoreCap Advisors
Michigan
$506K -$1.27M -41,569 -72%
MAP
54
Milestone Advisory Partners
North Carolina
$467K – – –
HWM
55
HB Wealth Management
Georgia
$436K +$642 +21 +0.1%
LMKC
56
L.M. Kohn & Company
Ohio
$431K +$26K +853 +6%
LS
57
Leelyn Smith
Illinois
$417K +$417K +13,652 New
MWM
58
Meridian Wealth Management
Kentucky
$377K – – –
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$356K +$356K +11,665 New
PAG
60
Private Advisory Group
Washington
$333K +$333K +10,911 New
RIA
61
Regal Investment Advisors
Michigan
$329K – – –
HAS
62
HBW Advisory Services
California
$329K +$329K +10,775 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$329K +$329K +10,777 New
PFS
64
Prospera Financial Services
Texas
$327K +$108K +3,547 +50%
IA
65
IFP Advisors
Florida
$318K +$49.5K +1,904 +18%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$285K +$285K +9,333 New
SAM
67
SignalPoint Asset Management
Missouri
$273K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$263K +$263K +8,658 New
CF
69
Centaurus Financial
California
$261K +$137K +4,475 +110%
SPWM
70
Schrum Private Wealth Management
Florida
$257K -$31 -1 -0%
PA
71
PSI Advisors
Florida
$247K +$1.19K +39 +0.5%
PSF
72
Pacific Sun Financial
California
$244K -$15.3K -500 -6%
CWA
73
Clarus Wealth Advisors
Arizona
$238K -$25.4K -838 -10%
AW
74
ACG Wealth
Georgia
$230K +$19.1K +624 +9%
WE
75
Wealth Effects
Massachusetts
$223K – – –
1 2
3
4 5